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Full Service Insurance Agency Ready to Assist You

October 1, 2008 by KevinD 

Insurance Planning GroupAchieving financial success today as a business owner, as a corporate executive, or as a professional is a challenge. That’s why you need an outstanding group of professionals to assist you, the Insurance Planning Group. They are a full service insurance agency and they offer a wide area of financial and insurance services. They will help you strengthen and protect your financial future. For a full list of services and money saving offers, contact them today!

Rich Scott, Jim Finegan,
and Bob Poletti

125 Strafford Avenue, Suite 320
Wayne, PA 19087

Phone:  610-254-0499
Fax:      610-254-0725

  • Financial Planning
  • Tax Deferred Annuities
  • Mutual Funds and 529 Education Plans
  • Short / Long Term Income Replacement
  • Municipal and Tax-Exempt Securities
  • Nursing Home Health Care Insurance
  • Home Health Care Insurance
  • Term, Universal & Variable Universal Life Ins.
  • Representing Penn Mutual, Mass Mutual, Pacific
  • Life, Transamerica and many other life insurers
  • Estate Planning
  • Employee Benefits
  • Ret. Accounts : IRAs, SEPs and Pensions
  • Group Health, Life & Disability Insurance
  • Survivorship Life Insurance
  • Group Identity Theft Protection Plans
  • Business Insurance
  • Retirement Accounts Rollover Plans

 

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