Michael G. Penney Insurance Inc.

Michael G. Penney Insurance Inc.

At Michael G. Penney Insurance Inc., we work on behalf of businesses and families to help them meet their financial goals and objectives.  Our goal is to help them maximize value and minimize risk for their assets.

As an aquired firm of National Financial Partners, Corp., an independent financial services company, we believe our responsibility is to provide access to sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc., Member FINRA/SIPC and a Federally Registered Investment Advisor.  With those resources in place we help clients make the sometimes complex corporate and personal financial decisions that can be involved when trying to reach financial sucess.  For example,


What are the best strategies that help corporations to:
  • Prepare for leadership and financial contingencies?
  • Balance cost and appreciation of fringe benefits?
  • Maximize the value of retirement plan benefits?
  • Combat erosion of executive benefits?
What are the best strategies that help family businesses to:
  • Secure a good future for the companies they have built?

 

What are the best strategies that help affluent individuals to:
  • Protect financial achievement and assure long term goals?
  • Sell their old life insurance policies instead of surrendering them?

 

What are the best strategies that help affluent families to:
  • Control the value of their legacy over generations?

We can help you get the answers you need

Michael G. Penney Insurance Inc. - The Decision Process

1089 West Morse Blvd., Suite C
Winter Park, FL 32789-3145
Tel: 407-647-2523 (Michael Penney)
Tel: 407-647-4060 (Richard Proctor)
Fax: 407-647-6607


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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

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