Perspectives on Life

My Life

It’s not one-size-fits-all when you’re planning your future. Find out how to create your own life’s possibilities.

Latest Stories

What Working with a Financial Adviser Did for Me

By Alexandra Swan | November 7, 2017

Five years ago, my 15-year marriage ended and suddenly I was thrust into single parenthood. Once the divorce dust settled, and bank accounts, retirement funds, and the profits from the sale of the joint home were distributed, I found myself thinking, “What now?”

Yes, Millennials Can Qualify for Life Insurance

By Raymond Caucci | September 5, 2017

According to research by LIMRA , 41 percent of millennials think they don’t qualify for life insurance. I find that shocking, and I take it as a challenge. We in the insurance industry need to do a better job communicating the value of life insurance to younger generations. Ironically, millennials are probably among the best possible candidates for life insurance.

Reflections on the Death of a Friend, Age 45

By Michael Dunne | July 18, 2017

There are moments in life when we in the life insurance business personally witness the impact that a policy can have on individuals and their families. Unfortunately, there are also times when we see the impact on those who we didn’t reach.

The Value of Succession Planning in an Emergency

By Robert J. Tuzzo | June 7, 2017

A comprehensive and well-thought succession plan saved my business when I suffered a medical emergency. While there were no explicit provisions in the succession plan that covered such things, all the components of the process worked to provide my firm’s clients continuity of service while I was incapacitated in the hospital.

Countdown to Retirement: The Last Six Months

By Frederick Karp | April 4, 2017

By the time you read this, I will have retired. I officially retired from Penn Mutual on March 31, and I was asked if I would share my retirement planning journey.

Seven Heart Health Lessons I Learned the Hard Way

By Keith Bratz | February 7, 2017

I learned the hard way to take heart health personally. I’ve read all the literature and heard all the messages about heart health, just as you probably have, yet I never took heart health seriously until I had my own heart crisis. I’m blessed to be here to share my story, and I urge you not to ignore what I say today.

Relationships and Values: Four Generations of Navigating the Unknown

By Tod Lashway | January 17, 2017

Last year, about this time, my father passed away. It was not unexpected, but I lost one of the formative people in my life – tall, strong, a disciplinarian, but he had a big heart beneath all the bluster. My mother showed me how to treat others with respect and dignity, to be considerate of others’ perspectives and well-being. Together, they taught us family values and responsibility for each other. Relationships and values.

Making the Transition from Military to Civilian Life

By Dennis Wilson | November 8, 2016

I joined the Navy for personal reasons. I had dropped out of college, and I felt lost. My great uncle told me stories about my grandfather and how serving in the Navy had changed his life. My mom was against it, but joining the Navy turned out to be the best decision I ever made. Then it came time for me to leave the military and rejoin civilian life.

Why Danica Patrick Believes Everyone Needs Life Insurance

By Danica Patrick | September 13, 2016

Given that I drive race cars for a living, you can understand why I make sure I have life insurance. I know the risks of going 200 miles an hour around a track with concrete walls, which is why I’ve had life insurance since the very start of my career. But that’s not the only reason I own it.

The Life of Significance Award, and the Impact We Have on Others

By David Caputo | June 28, 2016

I was very surprised when I was told I was to receive this year’s Penn Mutual Life of Significance Award. When Eileen McDonnell, the Chairman and CEO of Penn Mutual, called me, I was just shocked.