We believe The Downey Group, Inc. is uniquely qualified to serve your needs.
The Downey Group, Inc. provides high quality life and disability insurance, and related planning, for affluent individuals, families, professional firms, and businesses. We work closely with both individual and corporate clients to help them accomplish a variety of wealth accumulation, preservation and transfer objectives.
Our clients are a diverse group of private company owners, entrepreneurs, families, public companies, large professional, law, accounting and medical groups, charities, and executives.
We also specialize in the design and administration of life insurance plans for professional firms, partners, and high-income executives of public companies. We are the broker and service agent for multi-life insurance plans ranging in size from 50 to more than 2,500 partners/executives.
We take pride in the scope of our available services, and in the value we deliver to our clients. 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 our clients’ needs, and responsive, high quality life insurance policy service.
We are a member firm of M Financial Group, a network of some of the finest independent investment and insurance firms in the United States. Through M Financial Group, our clients have access to proprietary products and services designed specifically for the needs of wealthy individuals and groups.