William Penn Life, 2017 (52. évfolyam, 1-12. szám)

2017-12-01 / 12. szám

Moneywise ally drove home the benefits of being an active member. In the Moneywise column for July, I discussed six estate planning mistakes and how to avoid them. In addition to the power of attorney, this is very timely information for those of you considering writing (or updating) your will this year. In August, we reviewed the WPA Annual Golf Tourna­ment and Scholarship Days. (Who hit that winning shot on hole 8?). One of the highlights of the weekend for me was to have my dad in our foursome. What a treat to have my 88-year-old father in attendance to see what a fine organization we have, to enjoy the weekend festivities and to witness that shot on hole 8. (Did I mention that?) I only hope and pray that I'm half as active as my father is at his age. Thanks for joining us, dad! The August issue also included part one of a two-part overview of Social Security and busting some of the myths surrounding today's Social Security. This article is worth reviewing if you plan on retiring in the coming years or are contemplating initiating your Social Security benefits at an early age. In September, we celebrated Life Insurance Awareness month in an effort to increase overall awareness of the need for life insurance among our membership, and we mourned the death of former National Director Albert Frate. We also recognized our members and friends who attended the annual Hungarian Heritage Experience in Boswell, Pa. According to Fraternal Director House, this was one of the best classes they have ever had. In my Moneywise column, I discussed a few possible life insur­ance options for clients with diabetes as well as statistics and recommendations for improving overall health for those with diabetes. In the October issue, we relived the WPA Picnic in photos, and I concluded my two-part series on Social Security and Medicare. This issue also featured one of our top agents in the Midwest: Kirk Harrington from Loup City, Neb. I had the opportunity to meet with Kirk dur­ing my visit to his area and was quite impressed with his professionalism and dedication to William Penn Associa­tion. We're proud to have Kirk representing WPA in the Nebraska territory! Lastly, in the November issue, Fraternal Director House thanked everyone who attended the annual trip to Hunga­ry. From what I could tell, this was a wonderful trip, and it looks like everyone had a great time. My column focused on nine life-changing events that should make you want to call your insurance agent. This is a good article to keep for future reference should any of those events happen to you or a loved one in the future. Cathy Graham also had a very insightful article on retiring "inspired" in her Aging Well column that month. Cathy is Director of the Graceful Ag­ing Wellness Center at Bethlen Communities in Ligonier, Pa. I always appreciate her insightful writings. So, another year will soon be in the record books at Wil­liam Penn Association. Please do not hesitate to call your agent or the Home Office should you have any questions or require any additional information on anything that we have discussed this year. Don't have an agent? Call the Home Office, and we'd be happy to help. From Bob and Barbi in the Sales Department here at WPA, we'd like to take this opportunity to wish everyone a very Merry Christmas and a safe, happy and prosperous New Year! □ Come 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 800 existing agents. WPA currently writes insurance and annuity products in 21 states. The states include: CA, CT, DC, DE, FL, IL, IN, KY, MD, MA, Ml, MO, NC, 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 who write for us. If you are interested in an opportunity to grow with us, then contact Bob Bisceglia at 1-800-848-7366, ext. 134. Thank you. ’ Illustration © Can Stock Photo Inc./dny 3d WILLIAM PENN LIFE 0 December 2017 0 5

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