People Moves

Philadelphia Financial Expands UHNW Insurance Team

Eliane Chavagnon Reporter 17 May 2012

Philadelphia Financial Expands UHNW Insurance Team

Philadelphia Financial Group, the insurance firm that offers high net worth private placements, has added fourteen members to its “Alpha Alliance” - a network of distributors which offer insurance products as part of an overall wealth management plan for ultra high net worth clients.

Members of the Alpha Alliance include insurance professionals and representatives from wealth planning and investment firms with a tradition of service to the UHNW client community, the firm said.

Associates are supported by Philadelphia Financial’s staff, as well as having direct access to the firm’s proprietary systems and technical expertise.

The new members include: John Anderson of Tempewick Wealth Management; William Dolan of SBG; Allan Goldstein of Goldstein Financial Group; Robert Hall of Vie International Financial Services; Peggy Hollander of The Succession Group; H Thomas Hollinger of Newton One Advisors; JoanAnn Natola of Element Financial Group; Michael Niemann of Newton One Advisors; Sam Radin of National Madison Group; Iain Scott of Caledonia Planning Group, and; Howard Sharfman of Schwartz Brothers Insurance. 

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