Independence Financial Associates, a Penn Mutual affiliate, has been serving the needs of individuals, business owners, professionals and their families in greater Philadelphia since 1847. When Agency Manager Frank Norton decided it was time to give the agency a new marketing direction, he called The Gallagher Group. Gg defined comprehensive roles and responsibilities for a new marketing director in the agency, interviewed dozens of candidates and played a role in the final selection to assure a perfect fit. Gg also successfully trained the new marketing director for a faster start in assisting agents in focused marketing, and shared several techniques to aid in the recruiting process.

As a result of the successful collaboration, two other experienced agents at IFA approached Gg about pulling together a series of seminars in partnership with Nordstrom. Voila: the Life & Style Series(sm) was born!