PHONE: (717) 303-1999

Insurance

Helping prepare for life’s unexpected moments.

Life and disability income insurance are about risk. Whether you’re nearing retirement or just starting out, most people would like some added protection. By asking the correct questions, we can guide and help our clients implement strategies to pursue their personal and business goals.

Insurance to help meet your needs

Pennsylvania Wealth Management works to help find the products and services that can help prepare you and your family for the unexpected, even unwanted moments in life. We focus on the following insurance products and strategies:

  • Disability

  • Long-term care

  • Life insurance

  • Healthcare

  • And much more

Speak with Pennsylvania Wealth Management about finding the insurance products and services with your needs in mind.

Fill out the form below and we will set up a meeting at your earliest convenience.

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Pennsylvania Wealth Management and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pennsylvania Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jason Bergey or Pennsylvania Wealth Management is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.