One good way to locate a qualified insurance agent or other financial advisor
is to ask for recommendations from friends and professionals such as your
lawyer or accountant. Ask about the person's experience and background,
and make sure he or she specializes in the service and products you need.
You also may want to ask if the agent has received any special certifications
such as Chartered Life Underwriter (CLU) or Chartered Financial Consultant
(ChFC). These designations mean the person has taken advanced courses and
may have specialized training and knowledge from which you could benefit.
Above all, you want to select an agent or advisor who listens well and will
take the time to understand your unique goals.
William Penn Life Insurance Company's products are distributed through a network of independent life brokerage agencies that represent the nations premier life insurance providers. An agent will recommend William Penn when, in his or her professional opinion, our products are most appropriate for your personal or business life insurance needs.
When you ask a licensed agent or financial advisor for help, there are no additional costs or charges relating to the purchase of life insurance, whether you choose that agent or an online service.
Find An Agency Near You
There are hundreds of agencies located across the state of New York that are contracted and licensed to represent William Penn. The tool below will help you locate a brokerage general agency in your area. Simply enter your zip code and a list of possible contacts will be provided.
When you contact the agency by phone or email, simply say that you found the agency on the William Penn website, that you are interested in life insurance and would like to be referred to an agent near you.
Enter Zip Code
We Can Help
You can also send an email to William Penn’s marketing department firstname.lastname@example.org and we will ask an agency representative to call you. Please include your name, telephone or email address when submitting your request