Guest post

Latest Stories

Building Trust is Important On and Off the Pitch

By Alev Kelter | October 9, 2018

A financial adviser’s role is very similar to a coach. Like a coach, an adviser can help you set goals, explain difficult or confusing topics and create a plan to help you achieve those goals. Here are the things I learned to look for in a coach, and I think the same ideas hold true in finding a trusted financial adviser.

What I Learned about Life Insurance

By Kristen Thomas | July 17, 2018

As a brand ambassador for Penn Mutual, the company has not only helped me pursue my passion for rugby but has given me support to help plan my financial future. This past year I had a chance to meet with Penn Mutual associates and learn more about life insurance. What I learned about the many different ways life insurance can help you and your family throughout your life was eye opening.

Deferred Compensation Remains a Good Choice for Highly Compensated Employees

By J. Clifford Dixon | March 20, 2018

Deferred compensation is an often-overlooked way of sheltering income from taxes. It’s not right for everyone, but it has one big advantage: There is no limit to how much income can be deferred.

Why Personal Coverage Reviews are Important

By Claire Gallagher | February 20, 2018

Life insurance is not a “once and done” decision, as the needs and purposes behind life insurance changes over the course of a lifetime. That’s why personal coverage reviews are important. The “personal” in the phrase “personal coverage review” is intentional, as the process starts with a review of what has changed in your personal life.

What I Learned from Visiting a Financial Adviser

By Madison Hughes | January 30, 2018

As a professional rugby player my schedule is incredibly busy. I recently had the opportunity to sit down with a Penn Mutual Financial Adviser, and I am better off for having this experience.

How to Get Your Financial Life in Order on a Snow Day

By Cara Drew | January 23, 2018

Snow days can bring a welcome respite from the rush and bustle of everyday life. Suddenly housebound with nowhere to go and nothing to do, it can be a rare chance to just sit quietly watching the snow fall, or maybe to tackle some household projects you’ve been putting off. Here’s an idea that can combine deep thought with something you might have long neglected: Take some time to get your financial life in order. Here are a few financial things to think about if you find yourself with a snow day.

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.

Social Media for the Small Business

By Amy McIlwain | August 8, 2017

We live in the era of social media. It pervades our lives, shaping it in ways we hardly recognize. Small business owners may hear “they need to be on social media,” but they often don’t know where to start or what to do. Here are five simple steps to getting started with social media.

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.