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

Rugby Leadership Summit Builds the Next Generation of Leaders

By Jessica Choi | July 11, 2017

After this year’s Penn Mutual Collegiate Rugby Championship, we held an invitation-only Leadership Summit for a select group of rugby players. Not only does Penn Mutual love rugby, we also want to help build the next generation of leaders.

12 Tips to Help You Become Financially Fit

By Joseph Radovic | June 28, 2017

I was struck by how much of what I learned in my journey to complete an IRONMAN marathon could correlate to anyone striving to move ahead in their personal or business life. The parallels between physical health and financial health were striking. Here are 12 tips to help you become financially fit.

The Travis Manion Foundation: Instilling Character in the Next Generation of Leaders

By Ryan Manion | May 23, 2017

The idea of character education is something that’s desperately needed in our society, and the idea also resonates with the veterans. One of the biggest challenges facing many veterans is losing that sense of feeling connected to something bigger than themselves. Many of the veterans in Travis Manion Foundation programs have found that working with kids and teaching them about what it means to be a leader is an avenue to regain that connection.

Hitting the Trifecta: Drexel Students Study How to Reinvent Life Insurance for Millennials

By Cassandra Vidal | May 16, 2017

I am a student at Drexel University. Our class paired up with Penn Mutual to address three business challenges the company was facing. My team was assigned the first challenge: The Language of Life Insurance, changing the way people talk about life insurance, with a focus on reaching millennials and Generation Z.

What to Expect When Working with a Financial Adviser

By Michael Hartman, RICP® | May 9, 2017

I recently led a Lunch and Learn session for the associates at Penn Mutual’s home office on what to expect when working with a financial adviser. The session was very popular, which shows that people everywhere – even those who work at a life insurance company – have similar questions and concerns about working with an adviser.

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.

Sensible Strategies for Your Tax Refund

By Margaret Muldoon | April 11, 2017

I wrote a few years ago about five smart ways to use your tax refund: 1) maxing out an IRA, 2) boosting emergency savings, 3) paying down debt, 4) investing the funds, or 5) putting it into a business. I realize it’s not always so easy to take “found money” and devote it all to something so sensible.

So, go ahead, live a little. But here are a few strategies for doing so sensibly.

So What’s All the Fuss About Teaming?

By Susan Notaras | March 28, 2017

About two years ago, Penn Mutual decided to pilot an initiative surrounding team selling, starting with just five firms and doubling that in the second year. We saw positive results in productivity and retention, enough to move teaming from a piloted initiative to a contributing strategy.

Putting the Power of Storytelling Behind the Power of Life Insurance

By Jeffrey Fleischman | March 21, 2017

The life insurance industry has not done a very good job at telling its story effectively. Although people recognize the importance of having life insurance, few fully understand what it can do for them, or even how much they need. One way to close this gap is to use storytelling through the experience of advisers and clients.

Insurance Ratings: What Consumers and Policyholders Should Know

By Dave Raszeja | March 15, 2017

A.M. Best, a major insurance rating agency, affirmed Penn Mutual’s A+ ranking on March 8. The annual rating is a reflection of our mutuality and financial strength, and we are proud to have achieved a ranking of A or higher for the past 89 years. Here’s what this means for our policyholders and everyday consumers.