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San Rafael, CA | October 29, 2024 — TCS Insurance, a boutique insurance advisory firm specializing in life, disability, and long-term care insurance for ultra-affluent families and growth-minded organizations, is pleased to announce its acquisition of The Downey Group, one of the nation’s leading executive life insurance and estate planning firms. This marks TCS’s second acquisition of 2024, strengthening its market presence and expanding its service capabilities.

Founded over 60 years ago by David J. Downey, The Downey Group has built a reputation for excellence in client service and custom insurance solutions, a vision that aligns closely with TCS’s commitment to delivering high-quality expertise. The acquisition will provide Downey Group clients access to a broader range of advisors, enhanced customer service, technology enhancements, and expanded product offerings under the TCS umbrella.

“Dave Downey is not only recognized for his legendary time on the basketball court at Illinois, but also for his pioneering contributions to the executive life insurance business,” said Steven Wight, Principal of TCS Insurance. “It is an honor to continue his legacy of passionate client service and innovative insurance solutions,” said David Richter, Principal of TCS Insurance.

“I am fortunate to be a ‘has been,’ instead of a ‘never was,’” said Dave Downey. “And I am grateful to now have an excellent business succession plan in place with an outstanding firm, and people. This change will be good for my clients, employees, family, and for those who have trusted The Downey Group over many decades.”

The Downey Group will become Downey, a TCS company, and all Downey employees will remain in place, continuing to serve clients under TCS’s leadership. Full integration is expected to be completed in the coming months, ensuring a seamless transition while maintaining the high-quality service both organizations are known for.

TCS and Downey are both Member Firms of M Financial, a leading network of independently owned life insurance firms with over 135 members across the U.S. and the United Kingdom. (www.mfin.com).

For more information about the acquisition and its benefits, visit www.tcs-insurance.com or contact
asktcs@tcs-insurance.com.

About TCS Insurance
TCS Insurance, with 45 years of experience, specializes in providing comprehensive life, disability, and long-term care insurance solutions for ultra-affluent families and growth-minded organizations. Known for personalized service and expert advice, TCS Insurance is dedicated to ensuring peace of mind and financial security for its clients across the US and globally.

About The Downey Group
For over 60 years, The Downey Group has been a leader in the executive life insurance and estate planning business. The Downey Group is known for its custom insurance offerings and commitment to outstanding client service.

San Rafael, CA | April 05, 2024 — In a strategic move to enhance its service offerings and expand its market reach, TCS Insurance, a boutique insurance advisory firm specializing in life, disability, and long-term care insurance solutions for ultra-affluent families and growth-minded organizations, is excited to announce the
recent acquisition of Pollock Financial Group’s Insurance Practice. With a legacy spanning over 40 years in delivering exceptional insurance products and services, TCS is set to reinforce its market presence through this significant acquisition.

Pollock Financial Group, established over 60 years ago and renowned for its dedication to providing comprehensive and personalized insurance solutions, aligns perfectly with TCS’s vision of offering unparalleled expertise and service to its clientele. This merger not only honors the rich heritage and values established by Pollock Financial Group’s founder, Jim Pollock, who passed away in 2022, but also signifies a step forward in providing enhanced services and broader coverage options to their customers.

“Jim Pollock built his firm on the principles of integrity, trust, and dedication to the needs of clients. These are values we hold in high regard at TCS, and we are honored to uphold his legacy as we move forward,” said Steven Wight, Principal of TCS Insurance.

The integration of Pollock’s Insurance Practice into TCS has commenced, with full integration expected to be completed in the coming months. Throughout this transition, both firms are dedicated to ensuring a seamless experience for their clients and stakeholders, with a focus on maintaining and enhancing the quality of service that has been the hallmark of both organizations.

TCS and Pollock are both Member Firms of M Financial. With more than 135 Member Firms in 36 states and the United Kingdom, M Financial Group is one of the leading networks of independently owned life insurance-centric firms in the United States (www.mfin.com).

For more information about the acquisition, the benefits it brings to clients, and what it means for the future of insurance, please visit www.tcs-insurance.com or contact asktcs@tcs-insurance.com.

About TCS Insurance
Established in 1980, TCS specializes in providing comprehensive life, disability, long-term care, and annuity insurance solutions. Committed to excellence, TCS Insurance offers personalized service and expert advice to clients across the US and global citizens, ensuring their peace of mind and financial security.

About Pollock Financial Group
Established in 1960, Pollock Financial has been a trusted name in insurance, using industry-leading tools, resources, and experience to meet the diverse needs of its clients. Founded on principles of integrity, trust, and commitment, Pollock Financial has built a legacy of personalized service in the insurance industry.