Featured Story

Penn Mutual’s Accelerated Client Experience (ACE) Sets the Digital Pace for the Industry

By David O’Malley | February 7, 2019

By the numbers, Penn Mutual’s award-winning Accelerated Client Experience (ACE) tells a compelling success story, setting the pace for the life insurance industry. ACE is cutting edge for the industry, a completely electronic, seamless end-to-end digital experience — no paper or pencil needed. ACE’s accelerated underwriting requires no medical testing for many individuals and can take as little as 24 hours from application to payment, compared to an industry average of 30 days or more.

Latest Stories

10 Key Tips for Starting a Business

By Melanie Colusci | February 15, 2019

You’ve decided that now is the perfect time to start that new business you’ve always talked about. You’re determined to stop talking about it and to start making it happen. But, before you start, you may want to consider a few tips that can help make your business successful.

Penn Mutual’s Accelerated Client Experience (ACE) Sets the Digital Pace for the Industry

By David O’Malley | February 7, 2019

Create a Richer Legacy, Not a Bigger Tax Headache

By Hunter Gimbel | January 22, 2019

Under the new tax law, the amount that can pass free and clear of federal estate and gift taxes has almost doubled, from $5.49 million to $11.18 million per spouse. It is possible to gift this money during your lifetime, but the time to act on this is now, because in 2026 the exemption will revert to the old amount.

Financial Planning When You Lose or Change Your Job

By Carl DeMarco | January 15, 2019

Changing a job presents a tremendous financial change. Here are some of the financial planning opportunities and pitfalls that you may encounter while changing jobs – whether the change is voluntary or not.

What’s Your Plan for When the Market Goes Down?

By Lance Drucker | January 2, 2019

For many people, their “financial plan” is little more than the asset allocation and performance of their portfolio, which is backwards. If the market is up, people make comments about retiring early. If the market’s down, they complain that they will be working forever. If your financial plan is done right, when you retire should have nothing to do with the performance of the stock market.

Operation Santa Claus: More than 30 Years of Delivering Joy

By Melissa Nocero | December 19, 2018

This past Friday, associates and advisers from Penn Mutual helped out Santa Claus by delivering toys to the kids at Rutledge Primary School in Rutledge, Tennessee. We call it “Operation Santa Claus,” where hundreds of associates give of themselves to make Christmas a little bit brighter for the 177 pre-K to first grade students at the school.

Make Your Wishes Known: The Benefits of Pre-planning a Funeral

By Margaret Muldoon | December 11, 2018

When someone passes away, no matter how old they are, it’s difficult for the family to make decisions about how to handle the funeral. But if you have your plans outlined, it takes a lot of the stress off the family. Think big about your estate plan, but don’t forget the little things.

4 Easy Ways to Add Charity into Your Financial Plan

By Ande Frazier | December 7, 2018

If philanthropy is one of your goals, these tips can help you shape a giving strategy that you can feel good about.

College Planning for Grandparents

By Richard Micliz | November 27, 2018

More and more, grandparents are helping pay for their grandchildren’s college education. A recent survey shows that upwards of 50 percent of grandparents are actively saving to fund these education expenses. Here are six steps you should take when it comes to college planning for your grandchildren.

Tax-efficient Transition Planning for Family-owned Businesses

By Zachary Meissner | November 20, 2018

Even if a family-owned business has a strategic transition plan in place, there are a variety of ways that unforeseen tax implications can disrupt a successful transition.