What We Do
IA PA’s insurance assist team is a group of licensed life insurance professionals that have nearly 50 years of combined experience, and are dedicated to helping policyholders fully understand their current policy benefits for a holistic view of the full value of their life insurance policy. Our team of “insurance nerds” walk you through your policy and explain all the technical terms in a way you can understand.
Target audience is consumers who have life insurance but likely don't have a relationship with an advisor, so that we can help them understand if their policy is still meeting their needs and if an FR relationship is suitable.