insurance | employee benefits | financial services

Ameritas Helps Fund Planned Lifetime Assistance Network of Pennsylvania

Jun 28, 2019 | Community Involvement

Planned Lifetime Assistance Network of Pennsylvania (PLAN of PA) received a $20,000 grant to support the organization’s work to provide lifetime care management and intellectual disability support for adults. The grant came from Ameritas, a financial services company in Lincoln, Neb.

The grant is part of the Lester A. Rosen Humanitarian and Achievement Award given annually by Ameritas to one of the company’s independent financial representatives who has achieved great professional success while maintaining a high level of commitment to community service.

The Rosen Award recipient in 2018 was Frank S. Hennessey, ChFC, LUTCF. Frank is the cofounder and managing partner of Premier Planning Group, Inc., a wealth management and employee benefits firm in Phoenixville, Pa.

Frank uses his financial expertise to make life more fulfilling in his hometown by serving as a board member and treasurer for PLAN of PA, a social services organization and mental health nonprofit. His passion for this work is why he asked Ameritas to direct his Rosen Grant to PLAN of PA.

“PLAN started when a group of families came together to try to solve an answer for the question who’s going to care for my loved one when we’re no longer able to do so,” explained Frank. “PLAN has made a promise to be guardian, trustee, caretaker for hundreds of families for 10, 20 or 30 years. My role is to help make sure PLAN is going to be sustainable and have the resources to deliver on those promises.”

Through care management consultation, mental illness support, cognitive impairment services and special needs trust administration, PLAN of PA assists people with a behavioral health diagnosis or intellectual disabilities to build happier, healthier, more meaningful lives. PLAN of PA offers services and resources to acquire/reinstate public benefits, increase social engagement, obtain paid work, pursue an education, manage personal finances and much more. They can also act as organizational representative payees.

“PLAN of PA basically provides trust services and care management in order to help people with a mental illness or an intellectual disability live a happier, healthier, more meaningful life,” said Christy Holland, executive director for PLAN of PA. “We can put this grant directly to use for the people we serve. We can deliver real outcomes to people who otherwise might not have access to our services.”

Ameritas is proud to partner with Frank to make life more fulfilling in his hometown through the Rosen Grant.