Life Insurance

Latest Stories

Reflections on the Death of a Friend, Age 45

By Michael Dunne | July 18, 2017

There are moments in life when we in the life insurance business personally witness the impact that a policy can have on individuals and their families. Unfortunately, there are also times when we see the impact on those who we didn’t reach.

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.

Life Insurance Remains a Strong Source of Stability in an Uncertain Tax Environment

By Eva Victor | May 30, 2017

Just as estate planning has changed in recent years, so has the use of life insurance in estate planning. Life insurance can effectively serve multiple purposes and objectives in an estate plan, and has more uses beyond simply providing a death benefit to pay estate taxes.

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.

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.

Why Buy Life Insurance After Age 65?

By Raymond Caucci | February 1, 2017

While life insurance is sometimes seen as something only young people need – when someone has a young family, a mortgage, and an income to protect – people over age 65 are increasingly looking to buy life insurance. Here’s why that makes sense.

People Think Life Insurance Makes a Great Gift. Really.

By Stacey Fabricant | December 20, 2016

Give the gift of life insurance. We were more than a little surprised about the results of our latest national survey of 1,600 people, asking them what made a great holiday gift. It turns out that people think the gift of life insurance is a wonderful idea!

Is Your Employer-Provided Life Insurance Enough?

By Raymond Caucci | December 6, 2016

The group life insurance provided by your employer is certainly an attractive option. You get it for free (or for just the income tax on the economic benefit of coverage over $50,000), and there are no medical evaluations. But is this insurance really enough? There are five reasons that employer-sponsored group insurance may not be enough.

Life Insurance Doesn’t Have to Be So Scary

By Allan Sternberg | October 25, 2016

Our research found that most people would rather talk about the “zombie apocalypse” than about life insurance. There are a few reasons why many people might view life insurance as a scary topic, but, much like the vampires in all those B-movies, these reasons don’t survive long when exposed to the warm sunshine of a new day.

Why Danica Patrick Believes Everyone Needs Life Insurance

By Danica Patrick | September 13, 2016

Given that I drive race cars for a living, you can understand why I make sure I have life insurance. I know the risks of going 200 miles an hour around a track with concrete walls, which is why I’ve had life insurance since the very start of my career. But that’s not the only reason I own it.