By Alev Kelter | October 9, 2018
A financial professional’s role is very similar to a coach. Like a coach, a financial professional 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 professional.
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.
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.
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.
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.
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.
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.
By David Caputo | June 28, 2016
I was very surprised when I was told I was to receive this year’s Penn Mutual Life of Significance Award. When Eileen McDonnell, the Chairman and CEO of Penn Mutual, called me, I was just shocked.
By David Schroeder | August 25, 2015
My rugby teammates at the Naval Academy gave me a lot of grief when they learned I had won the inaugural Penn Mutual Life of Significance Award. I’ve thought a lot since then on what it means to live a life of significance.