Meg Muldoon, Penn Mutual’s assistant vice president of advanced markets, and Zach Levine, Penn Mutual’s director of advanced markets, explain common estate planning misconceptions and talk about the tools financial professionals can use to help navigate ongoing planning activities with their clients. View resources or contact an expert anytime on the Estate Planning section of Penn Mutual Gateway.   This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. Guests' views, comment ..read more

Heather Yonosh, vice president of product development and pricing at The Penn Mutual Life Insurance Company, talks about some key advantages of Protection Variable Universal Life — a variable product with guaranteed lifetime protection, potential for cash value growth that can build more death benefit and top-tier competitive rankings for single and short pay guaranteed death benefit premiums. Protection VUL is offered only through registered representatives of approved broker dealers. Financial Professionals should visit the Penn Mutual Gateway for complete product and competitive details. Al ..read more

Andrew Champi, director, product strategy and competitive analysis at The Penn Mutual Life Insurance Company, explains driving forces behind the company’s successful Indexed Universal Life product chassis — and while results cannot be guaranteed, Penn Mutual remains committed to a philosophy that helps ensure its IUL products remain competitive while providing industry-leading downside protection to help products provide consistent returns in all market scenarios. Penn Mutual offers a guaranteed 2% annual floor with the Accumulation Builder Flex IUL High Floor account — the only currently avai ..read more

Hear financial professional Jason O’Dell discuss how he’s used his expertise and relationship building to excel in the hard-to-reach physicians market for more than 25 years.   Tap into these valuable Penn Mutual platforms to build your business and enhance your clients’ experience: ·         Accelerated Client Experience (ACE) ·         Penn Mutual Gateway ·         InSight Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement ..read more

Hear about a refreshing brand approach that will set The Penn Mutual Life Insurance Company apart from the category clichés, yield the industry’s “best suite of product marketing collateral” and frame a new collection of “higher level” print and digital brand assets—all while staying true to Penn Mutual’s core belief that the right life insurance helps people get stronger today—not just down the road. This podcast is for educational purposes for the benefit of financial professionals. All opinions about the website described in this podcast represent the views of The Penn Mutual Life Insurance ..read more

Ray Caucci, Senior Vice President of Product Management and Underwriting at The Penn Mutual Life Insurance Company, talks about Protection Universal Life’s impressive, low-cost permanent death benefit protection and top-tier competitive rankings for annual, single and 10-pay premium designs. Financial Professionals should visit Gateway for product details and to see how Protection Universal Life’s premiums compare to competitors in the current assumption universal life marketplace. Protection Universal Life (policy form ICC19-PI-CUL) is a universal life insurance policy issued by The Penn In ..read more

Industry expert Bobby Samuelson discusses the complexities of IUL and regulations, and dives into how AG49-A has impacted the IUL illustration landscape.  Bobby Samuelson of Life Innovators, LLC. is unaffiliated with The Penn Mutual Life Insurance Company (PML). Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by PML or its affiliates . This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clien ..read more

Greg Driscoll, Senior Vice President, Service Operations & Chief Information Officer, shares how his vision to build consumer-friendly, interactive platforms transformed the way clients purchase and maintain their Penn Mutual life insurance. The Penn Mutual platforms you should be using to enhance your client’s experience: ·         Accelerated Client Experience (ACE) ·         Gateway ·         InSight This podcast is for educational purposes only and should not be considered specific tax, legal, investment or pla ..read more

For Estate planning week Ryan sat down with Pat Bergmaier a Certified Financial Planner who helps individuals and families secure their futures. In this episode they discuss why it’s important to put together an estate plan  Additional estate planning resources: See all of our estate planning concepts to find the right one for your client’s situation Learn more about how to build your client's estate Find out more about how to protect your client's estate This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may ..read more

In this special episode, Ryan speaks with the winner of an Independence Financial Network sales concept contest whose idea got top honors for its ability to support regional growth. They discuss how to use the winning idea to create a wow factor with every interaction. Download the FP Fact Finder >> This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or i ..read more