Resolve to be Prepared

Resolve to be Prepared

Proper planning will make things easier for your loved ones. HAPPY NEW YEAR and welcome 2017! This is the time of year for resolutions. According to Nielsen surveys, the most popular New Year’s resolutions are to get in better physical shape and lose weight. But, most...
‘Tis the Season for Reviewing

‘Tis the Season for Reviewing

Take time now to ensure your beneficiaries are up-to-date IT’S HARD FOR ME to believe that Christmas is just around the corner. Where did this year go?? Christmas is a wonderful time of year, filled with joyous holiday gatherings and quality time spent with friends...
Trending Upwards

Trending Upwards

Study shows growing awareness of need for life insurance. IN RECENT MONTHS, I have focused on the insurance needs of the Millennial and X generations as well as the special needs of children and business owners. This month, as we gather with friends and relatives to...
Keeping it all in the Family

Keeping it all in the Family

Insurance needs for the family-owned business. IN THE AUGUST ISSUE of William Penn Life, I discussed the special needs of two of the fastest growing markets in America today: Generation X and Millennials (aka, Generation Y). Because many Gen X and Y families will...
Something For The Kids

Something For The Kids

Life insurance is a gift children will grow to appreciate. AT THE WPA golf tournament this July, I was approached by a good friend and fellow member, Frank, who said to me: “Hey Bob, why don’t you run an article about the greatest gift a grandparent can buy for their...
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