Director of Advanced Markets
Jay Perlman, Director of Advanced Markets, began his career in the insurance industry as an office manager and illustration clerk for a nationally known life brokerage agency that specialized in the impaired risk and large case markets. From there he became a life insurance wholesaler for Prudential, Jefferson Pilot and Pacific Life, with stops in between at smaller, niche life brokerage agencies.
Jay has worked in the large case and advanced markets with his brokers for years, helping write some large and unusual life insurance policies.
Since joining Penn Mutual early in 2017, he has been working closely with the Advanced Markets team to help advisers on advanced case design.