The Penfacs Group

Description

We must also be thorough in our research for excellent insurance products and be able to provide the added services that enhance the funded vehicles used to meet the client’s stated objectives. We are aware of tax issues concerning our solutions, as well as solvency issues of those companies issuing the insurance products we provide the client. After providing the solution, we must monitor the performance of the product in light of the client's original objectives and concerns.

The PenFacs Group was established in 1977 by its founder Ron DeGregorio. From its beginnings, The PenFacs Group specialized in the use of insurance products in Executive Benefit Retirement and Estate Planning. The PenFacs Group has worked with several businesses, large and small in assisting its owners, executives and other employees in securing a better retirement cash flow for themselves and their families.

PenFacs has assembled a collection of "best in class" resources for the insurance professional. Just as the insurance carriers we represent are hand-picked, each tool has been carefully selected to provide a high level of utility, ease of use, and ease of access. While we are very pleased with the package we have assembled, we believe that the most effective tool we have is our ability to work in partnership with our insurance producers. With this in mind, we encourage you to remember we are only a phone call away as you are working on your next case.

We are comprised of a full service insurance operation that includes seasoned professionals in the Marketing, Point of Sale and Administrative areas of the business.

Founded in 1977, The PenFacs Group assists individuals and institutions in the use of Investment Planning Strategies, Insurance Solutions and Consultative Services to meet their financial objectives.

Products & services

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