Philadelphia Financial Mortgage Corp

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With great wealth comes the vision of a limitless future. It neednt be clouded by the ebb and flow of a mercurial economy. Now is the time to take a fresh look at the advantages of life insurance as the linchpin of a fully formed wealth management plan for ultra high net worth constituencies.
This is insurance viewed not as an expenditure, but as a sophisticated strategic financial planning tool that benefits the very affluent by offering a dedicated asset location marked by long-term financial advantages.
With our exclusive focus in the strategic insurance niche since 1996, Philadelphia Financial is one of the leading content experts in this unique arena. We have a wealth of experience and success to draw from as you, or your most select clients, seek to attain your goals. Let Philadelphia Financial help guide the way.

Philadelphia Financial Life Assurance Company
Philadelphia Financial Life Assurance Company of New York
Philadelphia Financial Distribution Company, Member FINRA
Philadelphia Financial Agency, Inc.

This may be the ideal time to expose your most valued clients to the benefits of strategic insurance.

As you assess the financial position of the family office you manage, consider the option of strategic insurance as a time-tested wealth planning solution.

For your most affluent clients, strategic insurance should be considered as part of a well-developed wealth management and transfer plan.

Introducing your most select clients to strategic insurance can add a valuable dimension to their long-term financial plan.

Explore this opportunity to offer your highest net worth clients a wealth planning strategy built around a uniquely structured insurance product.

Please have your private banker or other financial advisor contact us to discuss strategic insurance.

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