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Originally published in the Fall 2021 Philadelphia Estate Planning Newsletter A key technique of great writing is that when you don’t...

I have written several times in the past – either as a feature topic or a subset of broader planning and product discussions – about the...

I often find myself jealous of my colleagues that focus on the asset management part of the business. While their proposal and analysis...

A short time ago, in Jenkintown, PA Post-issue service is the most critical aspect of the life insurance policy process. The work to...

Our team, along with NFL Analyst Brian Baldinger, discuss the upcoming NFL season and major players. Watch the recording now! Watch the...

In my past article published in the Winter 2019 Philadelphia Estate Planning Council Newsletter “Term Insurance, Beyond the Pricing”, I...

Mike joined clients and friends of 1847 PCG Wednesday evening to talk about how his experiences as an NFL coach and front office...

Michael C. DeFillipo, CLU®, ChFC® The backbone of an insurance proposal is the illustration. On the surface it answers the “What”...

One of the key challenges to legacy planning for clients and their advisors is designing and implementing long term strategies based on...

Five months ago, the lives of millions of Americans were jolted into a new reality as a result of the global pandemic. The effects of the...