Latest Stories

Life Insurance Remains a Strong Source of Stability in an Uncertain Tax Environment

By Eva Victor | May 30, 2017

Just as estate planning has changed in recent years, so has the use of life insurance in estate planning. Life insurance can effectively serve multiple purposes and objectives in an estate plan, and has more uses beyond simply providing a death benefit to pay estate taxes.

The Travis Manion Foundation: Instilling Character in the Next Generation of Leaders

By Ryan Manion | May 23, 2017

The idea of character education is something that’s desperately needed in our society, and the idea also resonates with the veterans. One of the biggest challenges facing many veterans is losing that sense of feeling connected to something bigger than themselves. Many of the veterans in Travis Manion Foundation programs have found that working with kids and teaching them about what it means to be a leader is an avenue to regain that connection.

Hitting the Trifecta: Drexel Students Study How to Reinvent Life Insurance for Millennials

By Cassandra Vidal | May 16, 2017

I am a student at Drexel University. Our class paired up with Penn Mutual to address three business challenges the company was facing. My team was assigned the first challenge: The Language of Life Insurance, changing the way people talk about life insurance, with a focus on reaching millennials and Generation Z.

What to Expect When Working with a Financial Adviser

By Michael Hartman, RICP® | May 9, 2017

I recently led a Lunch and Learn session for the associates at Penn Mutual’s home office on what to expect when working with a financial adviser. The session was very popular, which shows that people everywhere – even those who work at a life insurance company – have similar questions and concerns about working with an adviser.

Make Life Insurance Your Business Partner

By Margaret Muldoon | May 2, 2017

Business owners know firsthand that building their business and staying successful requires significant time and resources. Yet many small business owners are not aware of critical business planning areas that put the future of their businesses at risk if left unaddressed. Life insurance can be an excellent partner in many aspects of business planning.