Broker Check

Strategic Planning Group is now part of our national 1847Financial Organization!

Strategic Planning Group is excited to announce we are now part of the nationwide organization 1847Financial as part of Penn Mutual Life Insurance Company. 

Penn Mutual was founded in 1847.  The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.

Our commitment to our financial professionals and clients we serve remains stronger than ever. 

  • 1847Financial is an elite, national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company.
  • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices, as well as in support of the financial professional’s branding, DBA or goals for growth and retention. 
  • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets.

As a policyholder and client, nothing has changed.  We will continue to offer the products and services that best suit your needs for protection and overall wealth management.

For financial professionals - We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK.