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...
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...