William Penn Life, 2011 (46. évfolyam, 1-12. szám)
2011-09-01 / 9. szám
Illustration: © Pic tac/Dreams ti me.Q Agents' Corner 407-257-8062 His PTM«,f' °|Cnir„*»ls and piling, college strategy í ,ndude retlremen P areas of fanning. ^'ngan 0f produce and sérv-, V/Kde Richard strive ^ fu\f,«ing a" asp relationships to ents’ financial needs and to ensure a secure financial foundation for his clients and their families. A son of a retired public school principal and veteran classroom teacher with more than 60 years of experience combined, Richard is also an Orlando native who also enjoys spending time with family and visiting historical sites. Within his community, he is an active volunteer and mentor. He has years of professional experience helping educators, governmental employees and non-profits to plan and save for comfortable retirements by using taxadvantaged products. His mission is to always deliver practical ideas using sound investment and insurance strategies in helping to make the most of his clients’ financial futures. Working together closely with his clients also aids him in properly evaluating each issue and designing a custom financial strategy that addresses their needs in reaching their long term goals. Ö WPA is looking for a few good agents who want to grow with us William Penn Association is looking to grow and expand its reach in current and possibly new markets. To do this we are seeking to add highly motivated agents to our list of over 200 existing agents. WPA currently writes insurance and annuity products in 19 states and the District of Columbia. The states include; CA, CT, DC, FL, IL, IN, KY, MD, MA, Ml, MO, NE, NJ, NY, OH, PA, VA, WV and Wl. To grow, we need both full-time and part-time agents. Good agents are the lifeblood of any association, and WPA is a strong and growing association that has much to offer our members and the agents that write for us. If you are interested in an opportunity to grow with us, then contact Barbi Tew at 1-800-848-7366, ext. 120, or Jeff DeSantes at ext. 134. Thank you. William Penn Life 0 September 2011 0 7 AGENT PROFILE
