Latest Stories

Seven Celebrity Estate Planning Mistakes

By Margaret Muldoon | January 26, 2016

Creating a well-drafted estate plan is important for everyone, not just those who are very wealthy or famous. But, it’s almost as if many of these celebrities created their wills as a quick side note. Here’s a quick rundown on some of the more notable celebrity estate planning mistakes.

Five Reasons Why Advisors Love Penn Mutual

By William Stevens | January 19, 2016

Penn Mutual has been in growth mode for several years and continues on that path with a very focused strategy. We’re steadfast and focused on growing our career distribution channel, and I encourage anyone considering a job or career change to take a close look at working with Penn Mutual.

Five Secrets to Funding Life Insurance

By Ben Rovee | January 12, 2016

Despite the important role that life insurance plays as part of a sound financial plan, many people feel they can’t afford it. Let’s face it, money is a limited resource. But, part of the problem is people make their money decisions one at a time, independent of every other money decision.

Social Security Changes You Need To Know

By Lynn Nolan | January 5, 2016

The Bipartisan Budget Act of 2015 signed into law November 2, 2015 effectively eliminates two popular Social Security claiming strategies: file and suspend and file restricted.