Blog
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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