Advisors

Latest Stories

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.

Choosing to Lead: Penn Mutual Aims to be Top Ten in Life Insurance Sales by 2025

By Eileen C. McDonnell | January 10, 2017

Penn Mutual has moved from the 38th to the 17th position in new life sales since the “Great Recession”. Now we are laser focused on breaking into the top ten by 2025!

Reflections on My Time as a Penn Mutual Intern

By Bryn Freed | September 7, 2016

For as long as I can remember I hear people say “I have to go to work.” I say “I get to go to work” because I am extremely lucky to be a part of an amazing firm like Penn Mutual. Everyone I talk to tells me how much they love what they do and love Penn Mutual as a company.

Lessons on Customer Service from “United Breaks Guitars”

By Dave Carroll | June 8, 2016

My guitar was broken by United Airlines on a flight to Nebraska. Thus began a customer service nightmare that has become legendary, largely because of a song I wrote about my experience that went viral within days of posting it to YouTube.

Branding You: Driving Your Career by Crafting a Personal Brand

By Ande Frazier | March 8, 2016

Whether you are preparing yourself for the beginning of your professional career or you are already well established, creating a personal brand for yourself will help you to be seen as a relevant and unique professional. Check out these tips for how you can make sure you are developing your own personal brand.

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.

The One Secret Advisors Should Know About Women and Wealth

By Frannie Gardner | December 8, 2015

Women now control more than half of U.S. personal wealth, yet many financial advisors often treat women as an afterthought. In my own practice, I find that women make great clients. They’re very loyal, they refer their friends, and they choose on value rather than price alone.

My Advice to Women Looking for a Career in Financial Services

By Susan Combs | October 27, 2015

No doubt about it, financial services is a great career for women. As the current president of Women in Insurance & Financial Services (WIFS), I ought to know. Here are my top tips to women considering a career in financial services.

Working in Customer Service Gave My Career a Boost

By Andrew Champi | October 6, 2015

Penn Mutual takes pride in its customer-focused culture, something I can attest to personally. Starting my career in Penn Mutual’s customer service area, my two years there gave me a solid foundation of Penn Mutual’s values and how we utilize those values to help our policyholders.

Meeting the Unique Financial Needs of Medical Professionals

By Penn Mutual | August 11, 2015

Medical professionals have unique financial needs, and financial planners looking to work in this market must first understand these differences if they are to be successful.