William Stevens

Vice President, Chief Agency Officer
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William Stevens

William J. “Bill” Stevens, CLU, ChFC, MSFS, joined Penn Mutual in April 2009 as Vice President, Field Learning and Development. In September 2010, he became Vice President, Career Distribution, due to his successful work with growing the field offices and their business. In January 2015, Bill was selected to lead Penn Mutual’s Career Distribution, and in March of 2017, he was named Chief Agency Officer.

With more than 30 years of industry experience, Bill has a rich background in agency building, recruiting and development. Prior to his time with Penn Mutual, he spent 19+ years with Guardian Life Insurance Company and held numerous leadership positions. They included Assistant Vice President, Agency Growth, Development and Agency Integration, where he was responsible for recruiting new field leaders and developing new agencies. He was also Director of Sales Training and Professional Development, where he created and developed Guardian University and oversaw the training curriculum for 3,000 field representatives. Bill began his career as an adviser in 1985 with the Equitable Life Assurance Society.

A graduate of Long Island University, with an emphasis in Political Science and Economics, Bill earned his CLU and ChFC designations from The American College and went on to get his Masters of Science in Financial Services in 2006 from The American College. He is very active in the industry as a member of NAIFA, GAMA, AALU, WIFS and the Society of Financial Service Professionals, and has served on numerous committees with these organizations, as well as with LIMRA and The American College.

Stories by William Stevens

GoFundMe Doesn’t Replace Planning – or Life Insurance

By William Stevens | September 12, 2017

The crowdfunding website GoFundMe says it has raised $4 billion for people in need, helping to build funds that go toward final expenses and raising money for surviving family members. While it’s great to see an outpouring of love and support for people in a time of need, I hope that people don’t come to see GoFundMe as a replacement for life insurance.

Building a Diverse Agency Culture

By William Stevens | April 26, 2017

Penn Mutual was recently one of six financial services firms that participated in a groundbreaking, industry-wide survey of agency culture. Diversity — of age, gender, ethnic background, and thought — is important to the future of Penn Mutual. The research conducted by FlexPaths presented a unique opportunity for us to explore whether we have been successful at building a culture of diversity at the agency level.

Five Reasons Why Advisers 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.

Why You Should Save 15 Percent of Your Income

By William Stevens | October 13, 2015

I’m going to make the argument that you should be saving at least 15 percent of your gross income. That might be a tough sell in a time when the average savings rate in the U.S. is 4.6 percent, but my experience as a financial advisor shows that saving more can make a huge difference financially in the long-term.

What Diversity Means for Penn Mutual

By William Stevens | March 17, 2015

The U.S. is becoming more diverse, yet the insurance industry has failed to keep pace. At Penn Mutual, we are committed to changing with the times.

Why Millennials Need Life Insurance Now, Not Later

By William Stevens | September 23, 2014

I hate reading stories like this recent one on CNN Money: Grieving parents hit with $200,000 in student loans. A 27-year old woman died suddenly of liver failure, leaving her devastated parents to cover the student loans they had co-signed for her. She had no life insurance.