Latest Stories

My Advice to Women Looking for a Career in Financial Services

By Susan Combs | October 27, 2015

No doubt about it, financial services is a great career for women. As the current president of Women in Insurance & Financial Services (WIFS), I ought to know. Here are my top tips to women considering a career in financial services.

Is the Estate Tax Dead?

By Lisa Powell | October 20, 2015

Is the estate tax dead? Only two out of every 1,000 estates will be subject to the federal estate tax in 2015. The question for planners is, how long will the federal exemption remain so high?

Why You Should Save 15 Percent of Your Income

By William Stevens | October 13, 2015

I’m going to make the argument that you should be saving at least 15 percent of your gross income. That might be a tough sell in a time when the average savings rate in the U.S. is 4.6 percent, but my experience as a financial advisor shows that saving more can make a huge difference financially in the long-term.

Working in Customer Service Gave My Career a Boost

By Andrew Champi | October 6, 2015

Penn Mutual takes pride in its customer-focused culture, something I can attest to personally. Starting my career in Penn Mutual’s customer service area, my two years there gave me a solid foundation of Penn Mutual’s values and how we utilize those values to help our policyholders.