Malvern Insurance Associates, with its customer-focused and highly personalized service, is offering clients a necessary product, considering how insurance serves as an asset in one’s financial portfolio.
Malvern Federal now boasts commercial insurance, life, health, and long-term care insurance, and fixed annuities.
“Life insurance offers many benefits as part of your whole financial plan, from helping you meet liquidity goals to easing wealth transfer to care for you in your time of need,” said Sally Lawson, Senior Vice President.
No one is more of an authority on the subject than Lawson, an expert in money management who has spent the last 30 years as an investment advisor.
“With our life expectancy increasing, it’s also important to incorporate potential long-term care costs into future retirement expenses,” she said.
To reiterate the importance of having insurance, Malvern Federal hosted Christine Travis, a regional vice president at Nationwide Financial, for an exclusive event last Wednesday at Malvern’s General Warren Inne.
The event was part of the bank’s ongoing Women’s Conversation Series, the goals of which are to establish a networking group and to provide education regarding retirement, college, and overall wealth planning.
Travis drew on her 14 years of service in the financial services industry to illustrate how insurance can be an asset.
To further demonstrate how Malvern Federal has its collective finger on the pulse of those it serves, Lawson and CEO Anthony C. Weagley embarked on a listening tour in the fall, hearing from clients at eight different offices.
“Malvern now provides clients a rich array of financial services, including commercial and personal insurance, commercial and personal lending, private banking, wealth management, and investment advisory services, and more,” said Weagley.
Call 610-995-9100 for more information on Malvern Insurance Associates.