Trumark Wholesale Insurance Services works with financial advisors, property & casualty firms and life agents to provide their clients with advanced life, long-term care and disability insurance planning with a goal of ensuring that the best possible solution for the client is realized. With a team having extensive backgrounds in the insurance industry as well as the tax departments of Big 4 accounting firms and the tax and estate planning departments of major law firms, Trumark is uniquely positioned to identify the appropriate estate, retirement or business planning solution based on each client's unique goals and to work with the client's legal, accounting and financial advisors to ensure it is appropriately implemented and evaluated. Trumark's underwriting team has established deep relationships with the underwriters at over a dozen major insurance companies enabling clients to obtain superior offers for coverage from highly rated carriers based on an extensive search of the market.
View Top Employees from Trumark Wholesale Insurance Services, Inc.Website | http://trumarkfinancial.com |
Revenue | $6 million |
Employees | 10 (4 on RocketReach) |
Founded | 2000 |
Address | 4185 Blackhawk Plaza Cir. Suite 102, Danville, California 94506, US |
Phone | (925) 648-4700 |
Technologies |
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Industry | Insurance |
Competitors | First Infinity Coverage Group Inc, ROBINSON BENEFITS, LTD., CO |
SIC | SIC Code 63 Companies, SIC Code 631 Companies |
NAICS | NAICS Code 52411 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies, NAICS Code 5241 Companies |
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The Trumark Wholesale Insurance Services, Inc. annual revenue was $6 million in 2024.
Lance Taylor is the Director of Internal Marketing of Trumark Wholesale Insurance Services, Inc..
4 people are employed at Trumark Wholesale Insurance Services, Inc..
Trumark Wholesale Insurance Services, Inc. is based in Danville, California.
The NAICS codes for Trumark Wholesale Insurance Services, Inc. are [52411, 524, 52, 5241].
The SIC codes for Trumark Wholesale Insurance Services, Inc. are [63, 631].