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Latest Stories

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.

We Must Explain Life Insurance in Simpler Terms

By Jeffrey Fleischman | October 11, 2016

40 percent of individual Americans do not own life insurance. And, it’s no wonder – people really don’t understand what life insurance is and what it can do for them. As an industry, our products can be complicated, and the language we use doesn’t help.

The Inevitability of Wearables

By Jeffrey Fleischman | July 6, 2016

Wearable technology – like FitBit or Jawbone – are all the rage right now. I will make a prediction: Wearables are not a fad, and over time they will become as ubiquitous and maybe as necessary as the mobile phone is today.

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.

Reinventing Life Insurance: Drexel Students Team with Penn Mutual

By Jeffrey Fleischman | February 2, 2016

How does a nearly 169-year-old company keep current? We do it by partnering with a group of 18- to 20-year olds to help map out our future. Penn Mutual is working with a class at the Dana and David Dornsife Office for Experiential Learning in Drexel’s LeBow College of Business.

Buying Life Insurance Needs to Be Easier

By Jeffrey Fleischman | December 1, 2015

As an industry, I think we are falling behind in providing our clients with a customer experience that is informative and useful, which raises the risk of disruption. There are several things we can do to help consumers understand the value of permanent life insurance.

It’s Life Insurance Awareness Month! What You Need to Know …

By Jeffrey Fleischman | September 1, 2015

Happy Life Insurance Awareness Month! Listen to today’s podcast on the importance of educating consumers about life insurance, and what Penn Mutual is doing to raise awareness.

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.

What Does “Relationship” Mean in This New Age of Virtual Interactions?

By Jeffrey Fleischman | July 14, 2015

Younger generations seem to thrive on virtual interactions. How will these expectations affect a relation-driven industry like financial services?