Financial Professionals

Latest Stories

The 4 Discussions You Must Have About Life Insurance

By Al Dickens III | September 11, 2018

People don’t fully understand all that life insurance can do for them while they are alive. As a result, they miss out on the numerous benefits that make up what many have discovered to be “The Miracle of Life Insurance.” Sure, life insurance is best known for its death benefit protection, but that is often where the conversation seems to end. It is now time for everyone to resume the conversation regarding life insurance.

Why Financial Services is a Good Career Fit for Millennials

By Adam Paoli | August 29, 2017

The financial services industry presents an incredible opportunity for Millennials looking for not just a job but a career. The demographics of our industry alone make a compelling case. In a previous blog post, it was noted that the average financial professional is over age 50 and approaching retirement within the next ten years. We are going to see many of those practices needing to be transitioned and eventually succeeded, and Millennials like myself are well-positioned to take advantage of that. But there’s more to this than just demographics.

Securing the Financial Health of Your Grandchildren with Multi-Generational Life Insurance

By Frank Howell | June 20, 2017

Creative use of life insurance can play an important role in a multi-generational legacy planning strategy, one that allows grandparents to set aside assets specifically to benefit their grandkids, yet still retain control over those assets during their lifetimes. This is a strategy I’ve used with my own clients.

What to Expect When Working with a Financial Professional

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 professional. 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 a financial professional.

So What’s All the Fuss About Teaming?

By Penn Mutual | 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.

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!

Five Reasons Why Financial Professionals Love Penn Mutual

By Penn Mutual | 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.

Meeting the Unique Financial Needs of Medical Professionals

By Penn Mutual | August 11, 2015

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

Estate Planning for Today’s Modern Family

By Margaret Muldoon | January 27, 2015

It is a sign of the times that one of the most popular TV network series is ABC’s Modern Family, now in its sixth season. The show features engaging characters who reflect many dimensions of non-traditional families.

Thanking Returning Veterans by Launching Their Careers in Financial Services

By Eileen C. McDonnell | November 11, 2014

Interested in finding a disciplined, highly-trained workforce that knows the value of hard work and getting the job done? On Veterans Day, we here at Penn Mutual remember the great sacrifice paid by members of our nation’s military, as well as the possibilities they bring to the American workplace.