The Downey Group

Description

While financial considerations are often the primary focus, philosophical and emotional considerations that may not be as clear also play a vital role in the approach and design of a plan. We will work closely with you and your professional advisors to identify areas of concern and opportunity and provide solutions that help to bring certainty to the future of your business. We design plans that work to ensure your reputation—with your business identity within your community, among your customers, and within your industry—remains intact in the event of a significant change.

Before our involvement, many clients were unimpressed with the service provided by their insurance carrier. We provide that high quality service at no additional cost to you, and often we are able to secure sponsor premium savings.

® , has over a decade of experience in the life insurance industry, originally starting her career in technology and agency operations. As a producer with The Downey Group, Ms. Hahn educates her clients on the benefits of life insurance and the options that fit their goals. Life insurance is complex and Ms. Hahn is an analyst at heart. She designs individualized plans for professionals, business owners and law firms. Planning is an important aspect of Ms. Hahn’s family life as she has a sister with special needs.

M Financial was founded on the principle that “off-the-shelf” products often do not meet the needs of the ultra-affluent and corporate markets. For more than 30 years, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to pioneer some of the industry’s most innovative solutions. The client base of Member Firms represents the experience of the ultra-affluent marketplace.

JANE A. HAYS is an advanced life insurance expert and advisor with over twenty years leadership in all aspects of The Downey Group’s services. She works closely with clients, decision makers and other advisors in life insurance analysis and planning for a variety of highly successful individuals and families, companies and organizations. Jane has deep experience implementing life insurance in combination with other tax and economically efficient strategies for wealth creation and preservation, business succession and continuity, asset protection, and philanthropy.

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