Trumark Wholesale Insurance Services, Inc. Email Format

InsuranceCalifornia, United States2-10 Employees

Trumark Wholesale Insurance Services, Inc. operates in the insurance field from Danville, California, offering planning for life, long-term care, and disability insurance through collaborations with financial advisors, property and casualty firms, and life agents. Its team draws on backgrounds in insurance and tax/estate planning to identify estate, retirement, or business planning solutions aligned with each client's goals and coordinated with their legal and accounting advisers. The firm emphasizes careful implementation and ongoing evaluation of the chosen solution within the client's broader financial and legal framework.

Its underwriting team maintains relationships with underwriters at more than a dozen major carriers, enabling access to competitive offers from highly rated providers after a broad market search. With a compact professional staff, the company serves as a wholesale resource for advisers seeking tailored coverage options.

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