Latest Stories

Has Your Estate Planning Caught Up with the Latest Tax Law Changes and Planning Opportunities?

By Penn Mutual | December 30, 2014

The American Taxpayer Relief Act of 2012 (ATRA), enacted January 2, 2013, made significant changes impacting federal wealth transfer taxes and income taxes – creating new planning challenges and opportunities.

Building a Shared Sense of Belonging

By Susan Deakins | December 23, 2014

One of Penn Mutual’s core values is a shared sense of belonging, not only within our organization but also among our stakeholders, our policyholders, and the communities where we live and work.

An Outside Perspective on Penn Mutual’s Values and Guiding Principles

By Dave Raszeja | December 19, 2014

Recently, Citigroup whistleblower and well-known public speaker, Richard Bowen, appeared at one of our events.

Adviser Perspective: Why We Do Business with Penn Mutual

By Joshua Coleman | December 16, 2014

My family and I operate a consulting company that helps high net worth families and business owners with advanced financial planning.

Think Robo-Advisers are a Fad? Think Again

By Penn Mutual | December 9, 2014

There’s a lot of talk about the impact of “robo-advisers” on the financial services industry.

Why Penn Mutual Combines Ethics and Risk Management Together

By Dave Raszeja | December 2, 2014

My job title is a strange one: Chief Ethics and Risk Officer. I don’t know of anyone else with this title, combining ethics and risk management together, but I think it makes sense on many levels. It certainly fits the way we work here at Penn Mutual perfectly.