Perspectives on Life

News & Views

Changes in business, markets, and culture all affect our daily lives. Keep on top of news and trends, as we share our views on issues that matter to you.

Latest Stories

Raising the Bar on the Advice Standard

By Tim Donahue | May 15, 2018

Whether or not the SEC decides to implement changes to the advice standard, financial advisers must realize that their traditional value proposition has been turned on its head. Advisers once built their business around commissions and product sales, giving advice away for free, but financial transactions have become a commodity. The value of the client-adviser relationship is now in the advice.

Be Prepared Before Starting Your Own Business

By John Caserta | May 1, 2018

There comes a point when many people wonder whether they should strike out on their own and start their own business. Approximately 14 percent of working-age people in the U.S. are entrepreneurs. But while the siren song of entrepreneurship may sound sweet to those laboring at the oars as wage-earning employees, careful planning is needed to ensure you don’t end up dashed upon the rocks.

Become a Living Organ Donor, the Greatest of All Gifts

By Martin Skaates | April 4, 2018

I’m the recipient of a kidney from a living donor. Without question, living organ donation is the greatest gift one person can give to another.

Heart Disease in Women – Small Steps Can Lead to Big Strides in Health and Well-being

By Michael Clark, M.D. | February 13, 2018

Heart disease affects more than 6 million women annually and is the leading cause of death in women in the United States. Surprised? You’re not alone – one recent American Heart Association survey indicated that almost half of those surveyed, particularly younger women and those in racial and ethnic minorities were not fully aware of the risk represented by heart disease, particularly coronary artery heart disease.

Financial Services is a Great Career for Women

By Mickey Butler | November 28, 2017

Working in financial services can be a great career for women; however, many are still hesitant to give it a try or simply aren’t aware of the career options available. I’m hoping we can change that.

Empowering Heroes at The American College Penn Mutual Center for Veterans Affairs

By Ted Digges, Captain, SC, USN (Ret.) | November 14, 2017

After 15 years in the Navy, I was planning my next steps as I re-entered civilian life. I was interested in a career in financial services, and I was even taking distance learning classes at The American College to gain the appropriate certifications. Then 9/11 happened…

Love the Legacy: Reflections on the Life of Significance Award

By Jenna Jones | October 31, 2017

I was honored to be the recipient of Penn Mutual’s Life of Significance award for this year. I had no idea I had even been nominated by my coach until I got the phone call while at rugby practice. I’ve since read the amazing bios of the other nominees, and I’m humbled to have even been nominated.

It’s Time for a National First Responders Day

By Peter Tedone | October 24, 2017

I’ve been a first responder myself for over 43 years. It seems strange that there is no national day of recognition for first responders. There are certainly days honoring the police and firefighters, but those are only two of the many different roles that are considered “first responders,” those who put their lives on the line by running towards danger in order to help others.

On the Watch for Financial Abuse

By Christine Hennigan | October 10, 2017

October is Domestic Violence Awareness Month. The numbers are shocking, and there is a relatively unknown side of domestic abuse to be on the watch for: Financial abuse. One in four women will be victims of some sort of domestic abuse in their lifetime, either emotional or physical abuse. Of these, 99 percent of them will also be victims of financial abuse, where the abuser uses money as a means of manipulation. Here is what you can do about it.

Celebrating Customer Service, and Preparing for the Accelerated Client Experience

By Helen Rennie | October 3, 2017

We are passionate about customer service here at Penn Mutual. Because of that, we are also passionate about Customer Service Week. The theme this year is “Building Trust,” which is very important to us. This is a nationwide event , but we work hard to make it our own. The work we do in Adviser & Client Services and other areas of the company is taking on even more importance with the recent launch of Penn Mutual’s accelerated client experience.