Finding the right tools to protect yourself, your assets, and your family can be daunting. PPA's personal insurance team provides the right skills and experience to help you plan, prepare, and prosper.
Whether you're an entrepreneur requiring medical insurance or want to preserve and draw from future wealth, our certified and registered advisors are here to help.
Navigating the life insurance maze can be confusing. PPA provides clarity, helping you determine what coverage you need – universal, term, whole life, variable, or others. The recommended products come from reputable, well-known companies, meaning a great degree of trust and protection.
The experts at PPA direct you toward quality plans and coverage that won't break your budget. We work with top private carriers (such as Blue Cross Blue Shield). And if you're nearing age 65, we can also provide Medicare advice and supplemental coverage, as well as stand-alone prescription plans.
As people live longer, they're facing rising expenses that come with old age; expenses that might not be covered by Medicare or Medicaid. The PPA advisors can recommend and implement long-term care insurance programs to cover the cost of care (at home or in a facility) during a chronic illness or ongoing disability, or to protect your assets from assisted living or home health care costs.
Few among us want to consider what might happen to our income in the event of a short-term or long-term disability. But the right disability insurance plan can cover part of all of your income while you're unable to work. PPA offers personal, overhead buy-sell and buy-out options that help support you, should you be unable to earn income.
PPA can work with you to reduce or eliminate estate taxes (while receiving a life-time income) with help from annuity and insurance plans. The process can help preserve your wealth, ensuring it passes on intact to future generations.
RISKALYZE: EMPOWER YOUR DECISIONS
Understand your risk tolerance and investment appetite by claiming your customized Risk Number from Riskalyze. PPA can help you pinpoint the amount of risk you're willing to take on to reach your investment goals.
Get your Riskalyze number here. For more information, contact Hieu Ngo at Hieu.Ngo@proplanners.org or 215-875-8666 x 107.
Get Your Number
Ensure immediate access to your very important papers – VIPs – by downloading and filling out the LifeFolio Checklist. If you have additional questions on our other PPA products and services, please contact us.
We position you for success by regularly monitoring your plan and adapting to new and changing environments. We rely on a flexible philosophy, holistic mindset, and personalized service.
PPA advisors have in-depth experience with life, health and disability programs, as well as pension, estate, and investment planning services.
We want to hear from you! Whatever your circumstances or life stage, our advisors are here and ready to get to know you and your wealth management needs and goals. Contact us today!