The Fraternal Advantage

The Fraternal Advantage

I recently celebrated my one-year anniversary with William Penn Association. Prior to joining WPA, I spent the majority of my career working for commercial insurance companies. Because of this, I am often asked to speak on the differences I have noticed between...
Upon Further Review…

Upon Further Review…

Annual financial reviews help you build a solid foundation. Despite all of the resources and financial opportunities available today, life in the 21st Century offers many challenges. Fortunately, there are many financial strategies that can help you reach both your...
Making a difference for Wally

Making a difference for Wally

How WPA helped an 87-year-old World War II veteran I recently heard about a bad experience that one of our new members had with another company, and I think it is a story that needs to be shared. I heard the story of Wallace “Wally” Stephens, a member of Branch 8340...