The Downey Group, Inc. Information

The Downey Group, Inc. provides high quality Life Insurance, Long Term Care, and Disability Programs for affluent individuals, families, and businesses. We work closely with you to help accomplish a variety of wealth accumulation, preservation and transfer objectives. Our clients are private company owners, entrepreneurs, families, public companies, large professional, law, accounting and medical groups, charities, and executives. We specialize in all aspects of wealth transfer, business succession, executive compensation, asset protection, and charitable gift planning. We offer cutting edge life insurance products specifically tailored to your needs, and responsive, high quality life insurance policy service. Our process starts with helping you determine your goals, mission, and objectives; it is the essential beginning point from which our process proceeds. We work as a team with your attorneys, tax and other advisors. Our focus is helping you formulate comprehensive, thoughtful solutions, of which life insurance is one component. We Look Forward To Helping You Address Your Goals. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. The Downey Group, Inc. is independently owned and operated. California Insurance License 0786018