AREAS OF EXPERTISE
IN THE NEWS
Check back often for updates on PCG's involvement the community, in the news and for general industry information to stay up to date.
In the Community
In the News
September 8, 2020
July 14, 2020
Michael DeFillipo, CLU
A critical aspect of the financial planning process for long term care is determining how to allocate resources...
April 21, 2020
We invited NFL host and analyst, Brian Baldinger, to talk about the 2020 NFL Draft. View the recording of our l...
March 19, 2020
We use AAA rated investment grade life insurance as the "safe" or bond-like component of a retirement portfolio...
February 24, 2020
Adam Sherman recently presented at the Greater Boca Raton Estate Planning Council meeting on February 18th at W...
October 30, 2019
The wealth accumulation phase during an individual’s working years is relatively simple: leverage the power of...
October 24, 2019
June 27, 2019
Doug Hall, CFP®, ChFC®
About a year ago, I was traveling in Nashville and I got a call from by brother. Our father was in the hospital...
May 10, 2019
The National Chairman’s Award is one of the highest honors that Penn Mutual bestows upon the Career Agency Syst...
We had the opportunity to attend the 2019 Association for Advanced Life Underwriting (AALU) annual meeting in W...