Our Team

Richard D. Scott, CLU

Richard D. ScottRichard D. Scott, CLU, has over 34 years of experience in insurance, financial counseling, employee benefits and estate planning. Rich began his insurance career with the Penn Mutual Life Insurance Company. In 1996, he and his partner formed Insurance Planning Group (IPG). IPG’s goal is to plan, strengthen and protect individuals and families financial future. Rich specializes in disability insurance, life insurance, long term care planning and retirement planning.

He received his BA in history from Ursinus College and CLU designation from The American College and holds FINRA (Financial Industry Regulatory Authority) registrations 7, 24 and 63.

When Rich is not working, he is involved in community service. He is currently the President Elect of the Paoli Malvern Berwyn Rotary Club. He is on the board of Daemion Counseling Center where he also serves as Treasurer and is also as an Elder in his church. Along with these volunteer activities, Rich has served as a volunteer in local community sports programs for boys and girls as a coach. For pleasure Rich enjoys travel, golf and boating.

Robert T. Poletti Jr.

Robert T. Poletti Jr.Bob Poletti has over 30 years of experience in the financial services business, the last 19 years of which he has been a key partner with the Insurance Planning Group. As a sign of his broad knowledge base, he holds professional licenses in Life Insurance, Accident and Health Insurance, and Property/Casualty Insurance. In addition, Bob is securities-licensed (Series 7). A graduate from St. Joseph’s University, Bob resides in Drexel Hill, Pa., with his wife and son.

Jim Finegan

Jim FinneganJim has over 35 years experience selling insurance and other financial products. He is a graduate of LaSalle University. Being married for more than 30 years and raising five children, Jim is adept at helping his clients plan for college and retirement. A big part of his practice involves taking care of the insurance needs of seniors. He prides himself on his knowledge of the insurance marketplace representing over 35 different companies.

Jim has served on the boards of several charitable organizations. He is a former Big Brother and Board Member of his golf club.

Insurance Planning Group holds FINRA registrations through Lincoln Financial Securities Corporation.