Beyond Affluence Even Higher Aspiration

With great wealth comes the vision of a limitless future. It needn’t 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.

Designation

Investment Managers

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

Family Offices

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.

Financial Planner

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

Attorneys

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

Brokers

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

Private Investors

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

Profile

  • A.M. Best Financial Strength Rating: A- (Excellent)
  • Assets Under Management: $3.5 billion
  • Corporate Headquarters: Philadelphia
  • Philadelphia Financial Operating Companies:
    • Philadelphia Financial Life Assurance Company
    • Philadelphia Financial Life Assurance Company of New York
    • Philadelphia Financial Distribution Company
    • Philadelphia Financial Agency, Inc.
  • Independent Auditor: KPMG

Philadelphia Financial to Acquire Private Placement Insurance Operations Unit from The Hartford

Philadelphia Financial Group, Inc., today announced its agreement with affiliates of The Hartford Financial Services Group, Inc. to acquire all of the assets of Hartford Life Private Placement, LLC .
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