Blog
Birds & Brews with Merrill Reese: An Evening of Football, Stories, and Connection
On June 11th, the 1847 Private Client Group team hosted clients for a special event titled “Birds & Brews”, which was an unforgettable evening featuring none other than Merrill Reese, the legendary voice of the Philadelphia Eagles. For...
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Adam Sherman Recognized by Forbes for Excellence in Financial Services
Adam Sherman continues to earn national recognition for his work in the financial services industry. In 2025, Forbes ranked him #17 on its list of Best-in-State Financial Security Professionals in South Florida. This follows an equally...
Read MorePlanning with Purpose: Recent Insights from Michael DeFillipo
Michael DeFillipo’s latest interview and 2024 articles explore life insurance strategy, pricing, and policy design—highlighting its role as an asset class and the need to review illustrations regularly.
Read MoreCongratulations to Joe Bonfanti, CFA, CFP® on Earning His CFP® Certification!
We are thrilled to announce that Joe Bonfanti, Partner and Investment Analyst at 1847 Private Client Group, has officially obtained his CERTIFIED FINANCIAL PLANNER® certification. This milestone is a testament to Joe’s unwavering...
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Adam Sherman is Ranked #2 Top Best-in-State Financial Security Professionals by Forbes!
Our Founding Partner, Adam Sherman, was recognized by Forbes as #2 Top Best-in State (Pennsylvania) Financial Security Professionals in 2024 and also ranked amongst the Top 100 Financial Security Professionals in 2024.
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Adam Sherman has been selected to be an Adjunct Professor at FAU
In a remarkable intersection of finance and education, our esteemed Financial Advisor, Adam Sherman, has recently been selected as an Adjunct Professor in the Finance Department at Florida Atlantic University. This prestigious...
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Ben Feld, Coach of Drexel Dragons & Financial Professional, Makes History with Drexel Dragons
Our very own, Ben Feld, who coaches Drexel University's golf team, has achieved an amazing accomplishment with his team for winning every event in their Fall schedule, which currently ranks them inside the Top 100 in the...
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2022 Commentary and Look Ahead to 2023
The economic and financial impact of COVID-19 was the theme of the year for 2022. For the first time in decades, the country – and central bank – had to address inflation pressures. Possible rewording: rising interest rates...
Read MoreAdam Sherman Recognized by Forbes as One of the Top Financial Security Professionals in the Country
Adam was recognized as a Top Security Professional in 2021 by Forbes. This honor would not be possible without our dedicated team and incredible clients!The Forbes rankings of America’s Top Financial Security Professionals,...
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2021 Commentary and Looking Ahead to 2022
The life insurance marketplace continued a strong rebound following the seismic impact of COVID-19 from the previous year.However, it was not without some challenges. With Democrats prevailing to claim Congress and the White House, tax...
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1847PCG Featured in the Boca Raton Observer
Check out PCG in our latest news article! Featured in the "Power Players" section of the Boca Raton Observer:View Article
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7 Observations from the First ¾ of 2021
Originally published in the Fall 2021 Philadelphia Estate Planning Newsletter A key technique of great writing is that when you don’t have anything specific to say, make a list. As we come to the close of 2021, here are...
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An Update on Long-Term Care Insurance
I have written several times in the past – either as a feature topic or a subset of broader planning and product discussions – about the changes in the Long Term Care (LTC) insurance (LTCi) marketplace. Catalyzed by the...
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Medical Underwriting: “Manage the Process”
I often find myself jealous of my colleagues that focus on the asset management part of the business. While their proposal and analysis work are no doubt difficult and require great care and skill, the transition from the design phase...
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May the (In)force Be with You
A short time ago, in Jenkintown, PA Post-issue service is the most critical aspect of the life insurance policy process. The work to design, underwrite and implement coverage happens over a relatively short period of time....
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Insuring Your Insurability – Term Conversions
In my past article published in the Winter 2019 Philadelphia Estate Planning Council Newsletter “Term Insurance, Beyond the Pricing”, I explored the various reasons why selecting term insurance is more than commodity...
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