Latest Stories

The Rugby Business Network Sees Rapid Growth in the U.S.

By Colm Hannon | July 26, 2016

The Rugby Business Network (RBN) has come a long way in the six years since I started it here in the U.K., and I continue to be amazed by its growth. Recently, we have enjoyed a rapid expansion across the pond, thanks in no small part to the work of our key U.S. partner, Penn Mutual.

Saving for Retirement: Myth vs Reality

By Lisa Powell | July 20, 2016

Research tells us that 53 percent of households are “at risk” of not maintaining their living standards in retirement. While much of that is simply because people are not saving enough, even those who think they are doing a good job planning for their future may have made some mistakes due to some big myths surrounding retirement saving.

Effective Planning with Life Insurance – Avoid These Common Tax Traps

By Penn Mutual | July 12, 2016

Life insurance is a unique financial product that may provide needed liquidity during lifetime and upon death of the insured. The importance of life insurance is reflected in its favorable tax treatment. However, tax traps can frequently arise in structuring a policy and in common planning contexts.

The Inevitability of Wearables

By Jeffrey Fleischman | July 6, 2016

Wearable technology – like FitBit or Jawbone – are all the rage right now. I will make a prediction: Wearables are not a fad, and over time they will become as ubiquitous and maybe as necessary as the mobile phone is today.