Lisa Powell

Vice President, Advanced Sales
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Lisa Powell

Lisa Powell, J.D., CLU, ChFC, LLIF, is the Vice President of Advanced Sales with The Penn Mutual Life Insurance Company. She provides sales support to our field partners by consulting on case design, taxation, marketing, and educational support in the areas of estate and charitable planning, business succession planning and selective executive benefits. Having previously led Advanced Sales at Guardian and Prudential, Lisa has spoken at MDRT, AALU, Forum 400 and many local agencies. She is a past member of the New York City SFSP Board and is a member of AALU.

Stories by Lisa Powell

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.

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?