Jones Lowry is an independent life insurance planning firm with 40 years of experience in both domestic and international markets. We specialize in designing, implementing, and servicing large-block life insurance portfolios and trusts for ultra-high net worth families, business owners, private investors, and corporate executives. Due to the complex nature of these plans, we work closely with clients' legal, accounting, and Investment Advisors during each step of the planning process. As a Member Firm of M Financial Group, one of the nation's top independent insurance buying cooperatives, Jones Lowry has preferred access to many of the highest-rated insurance companies in the marketplace, and exclusive access to insurance products specially designed for high net worth and international clients. Contact us to learn more about how Jones Lowry can help you enhance and preserve your wealth through a process designed to identify issues, review alternatives, recommend solutions, and manage implementation and policy administration with meticulous attention. 561-712-9799 | www.JonesLowry.com | info@JonesLowry.com Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Jones Lowry is independently owned and operated. 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.