William Stevens

Vice President, Career Agency System
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William Stevens

William J. Stevens, CLU, ChFC, MSFS joined Penn Mutual in April 2009 as Vice President, Field Learning and Development. In September 2010, to leverage the successful work Bill had done with field leaders and producers to successfully grow their businesses, he became Vice President, Career Agency System. Bill is a passionate proponent of Penn Mutual’s Life Planning Perspective and the need for life insurance. He blogs about the role insurance plays in our lives, about the insurance industry in general, and about insurance distribution.

Bill came to Penn Mutual with a rich background in training and development. Most recently, he was Assistant Vice President, Agency Growth, Development and Agency Integration for Guardian Life Insurance Company, where he was responsible for recruiting new field leadership and the development of new agencies. Also at Guardian, he was Director of Sales Training and Professional Development, where he created and developed Guardian University and oversaw the training curriculum for 3,000 Guardian field representatives. Bill also held several supervisory positions at Guardian since he joined them in 1990. Bill began his career in 1985 with the Equitable Life Assurance Society.

A graduate of Long Island University, CW Post Center, Bill earned his CLU, ChFC and MSFS designations from The American College. He is very active in the industry as a member of NAIFA, GAMA and the Society of Financial Service Professionals and has served on numerous industry committees with these organizations, as well as with LIMRA and The American College.

Stories by William Stevens

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 Advisors 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.