Trademark Capital Services

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Relationships help us leverage the value of TCS' products and services. We use relationships to bolster negotiations with insurance providers, aggregate our clients' buying power, obtain pricing and service concessions for our clients, and earn client introductions. TCS creates special relationships with business partners, insurance companies and client buyers. These affiliations increase the interest of each party involved in the transaction. The result: better deals for our clients, which is the ultimate goal of all TCS' affiliations. TCS is a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies. M Financial’s 120 independent firms are leaders in a variety of markets, including individual and corporate insurance, multiple-life benefit programs, risk management, executive compensation, investment advisory services, qualified and nonqualified retirement plans, wealth transfer, and business succession planning. While we are part of M Financial, TCS remains an independent firm, free to offer services and select products in the best interests of our clients. Our affiliation with M Financial gives us the best of both worlds: access to the resources of a large organization of leading financial services firms and the independence to serve our clients the way TCS has for over three decades. While our vision and focus—and the trust and loyalty of our clients—have fueled our significant growth over the years, M Financial gives us an opportunity to enhance this growth and the value we provide to clients in the following areas: Product: With access to proprietary products, designed and priced exclusively for high net worth clients, we can create solutions our competitors can’t. This diverse selection of products, available exclusively through M Member Firms, gives TCS a meaningful edge. Carriers: Instead of being limited to one carrier and a small portfolio of products, our clients benefit from a line-up of the best brands in the industry and dozens of product types. This supports our ability to create, implement, and maintain customized solutions. Service: Service remains critical to the long term relationships we maintain with clients and M Financial supports our commitment with leading edge technology, proactive sales support, and market intelligence. In addition, because true success is measured over time, service that exceeds expectations is critical. Expertise: While we are proud of our accomplishments, we don’t pretend to know everything. With access to the intellectual capital of 120 M Member Firms around the country, we have the opportunity to learn from the best minds in the industry and share this insight with the clients and advisors we serve. Client Advocacy: Everything M Financial does—reinsurance, proprietary products, due care, inforce management—is focused on client advocacy. We are proud to be part of an organization that shares our commitment and is able to demonstrate it so clearly with meaningful action.

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