Who we are
INNOVATION
Advanced strategies
PEOPLE
Our team is deddicated to working with out clients
Who we are
Our biggest accomplishment has been to differentiate ourselves from the rest prioritizing and focusing on our client’s needs and wants. In order to guarantee a fully comprehensive delivery, Trust MD Corporation has developed business alliances with different partners such as Private Equity Solutions, LLC, & Lyon Bern, LLC; all with its unique expertise in the financial industry.
INNOVATION
Advanved planning and strategies
PEOPLE
Our team is dedicated to working with out clients
WHAT WE OFFER
Our biggest accomplishment has been to differentiate ourselves from the rest prioritizing and focusing on our client’s needs and wants.
In order to deliver a comprehensive and holistic solution to our client’s needs, we rely on each of our business partners and their unique expertise.
We see a great opportunity in developing a life insurance and ‘business insurance’ line of business.
QUALIFIED PLAN DESIGN
We help our small and large businesses owners design and implement the most advanced and cost-effective qualified retirement plans.
EXECUTIVE BONUS PLANS
Executive Bonus Plans allow businesses to compensate their high-income & key executives with additional income which can be deposited into a tax-advantaged product as the life insurance with cash values.
LONG TERM CARE PLANNING
The rising costs of medicine, nurses and nursing homes, combined with a longer life expectancy, has made it extremely important for our clients to begging planning to mitigate the risk of loss of capital due to the high costs of long term care.
To become the primary resource for financial services, Insurance planning, tax-reduction and capital protection strategies, for our country’s medical doctors and business owners; while expanding furthermore our clients outside of Puerto Rico.
CUSTOMERS SAID ABOUT US
Definitivamente TrustMD me ha dado una seguridad de asesoria financiera y a implementar un Plan Keog exitosamente.
TrustMD logró ayudarme a organizar toda la parte económica y aumentar los ingresos.
TrustMD nos ayudaron a reorganizar nuestras operaciones y oficina. Los recomiendo.
LATEST NEWS
Es común que dentro de una estrategia financiera su asesor le haya presentado un producto de un seguro de vida…
Let’s think like finance gurus. Most of our clients are either Doctors, Lawyers, Engineers or Entrepreneurs; thus, they request the…
“According to the Employee Benefits Research Institute in the United States, 96% of employed Americans will not be able to…
LICENSING
We have agents licensed to sell insurance in the following jurisdictions: PR, FL, and UT.