Spanning Generations

Spanning Generations

Helping Millennial families meet their financial needs. AMONG THE MOST rapidly growing markets for life insurance today are Generation X and Generation Y. Generation X (or “Gen X”) includes those born between 1965 and 1980, while the larger Generation Y (aka...
Committed To You

Committed To You

The importance of having a professional insurance agent PROFESSIONAL INSURANCE AGENTS and brokers are an essential link between the Association and our members. Our agents help our membership by providing and servicing our products, by educating our members on how to...
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...
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