SOURCE: Philadelphia Financial

Philadelphia Financial

May 16, 2012 10:30 ET

Philadelphia Financial Announces the Expansion of Its Alpha Alliance Network

PHILADELPHIA, PA--(Marketwire - May 16, 2012) - Philadelphia Financial Group, Inc., a leader in strategic insurance, today announced the expansion of its Alpha Alliance, a network of distributors with the capability to offer the company's strategic insurance products as part of an overall wealth management plan for their ultra high net worth clients. Members of the Alpha Alliance include insurance professionals, representatives from wealth planning and investment firms that have demonstrated a tradition of service to the ultra high net worth client community.

"We are proud to expand the Alpha Alliance, significantly broadening our strategic partnerships with a select group of accomplished professionals in order to deliver our products to their most elite clients," said John Fischer, Executive Vice President and Chief Marketing Officer of Philadelphia Financial.

Members of the Alpha Alliance, established over a year ago, receive full support from the professional staff of Philadelphia Financial, as well as direct access to the firm's proprietary systems and technical expertise. Alpha Alliance members may access Philadelphia Financial's full complement of strategic insurance products, including variable annuity, variable life and variable survivorship life policies.

The fourteen newest Alpha Alliance members include:

  • John Anderson of Tempewick Wealth Management, Morristown, New Jersey
  • William Dolan of SBG, Golden Valley, Minnesota
  • Allan Goldstein, ChFC, CLU, RHU of Goldstein Financial Group, LLC, Deerfield, Illinois
  • Robert Hall, Cert. PFS, TEP and Grayson Dufrene, ChFC, CLU of Vie International Financial Services, Limited, London, United Kingdom
  • Peggy Hollander of The Succession Group, Coral Gables, Florida
  • H. Thomas Hollinger, ChFC, CLU, Brian Carney, CFP, CFS, ChFC and William Denney, CLU of Newton One Advisors, LLC, Newark, Delaware
  • JoanAnn Natola of Element Financial Group, New York, New York
  • Michael Niemann, CPA of Newton One Advisors, LLC, St. Louis, Missouri
  • Sam Radin of National Madison Group, New York, New York
  • Iain Scott of Caledonia Planning Group, Inc., Unionville, Ontario, Canada
  • Howard Sharfman of Schwartz Brothers Insurance, Chicago, Illinois

For more information about the Alpha Alliance, please visit

About Philadelphia Financial

Philadelphia Financial, headquartered in Philadelphia, Pennsylvania, provides insurance strategies to advisors of ultra high net worth individuals and is a leader in strategic insurance. Philadelphia Financial principals have significant experience in the complex regulatory issues applicable to this unique product class. The firm is a Family Office Association Resource Council Mentor. For more information about Philadelphia Financial, please visit

Insurance products issued by Philadelphia Financial Life Assurance Company, Philadelphia, PA (not licensed in NY) and Philadelphia Financial Life Assurance Company of New York, New York, NY (licensed in NY only) and securities offered through affiliate Philadelphia Financial Distribution Company and third-party broker dealers. Not all products available in all states.

Contact Information

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