Penn Mutual

Latest Stories

Penn Mutual Revolutionizes the Purchasing of Life Insurance with a New Automated, Accelerated Experience

By David O’Malley | September 8, 2017

Penn Mutual achieved a major milestone this week when we processed our first life insurance policy on our innovative, new accelerated client experience. The new client experience requires no medical testing for many individuals and can take as little as 24 hours from application to payment, compared to an industry average of 30 days or more! The experience eliminates all the paperwork and delays that slow the current life insurance application, underwriting and policy delivery process.

A Day in the Life of a Penn Mutual Intern

By Jessica Choi | September 28, 2016

We just finished up our inaugural Penn Mutual Pathways Internship(SM) program, intended for students going into their junior and senior year of college who are interested in careers as financial advisors. I’d like to share some videos created by the interns themselves about their experiences.

Reflections on My Time as a Penn Mutual Intern

By Bryn Freed | September 7, 2016

For as long as I can remember I hear people say “I have to go to work.” I say “I get to go to work” because I am extremely lucky to be a part of an amazing firm like Penn Mutual. Everyone I talk to tells me how much they love what they do and love Penn Mutual as a company.

The Value Behind Small Business Valuations

By Eric May | May 4, 2016

The vast majority of small business owners have no idea of the true value of their business. That is a huge mistake, because without an accurate sense of the value of the small business, business owners are stumbling blindly when it comes to decisions about investing in the business, insuring it, selling it, or relying on it as a personal asset for wealth-building or retirement.

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.

Seven Celebrity Estate Planning Mistakes

By Margaret Muldoon | January 26, 2016

Creating a well-drafted estate plan is important for everyone, not just those who are very wealthy or famous. But, it’s almost as if many of these celebrities created their wills as a quick side note. Here’s a quick rundown on some of the more notable celebrity estate planning mistakes.

Five Reasons Why Advisers Love Penn Mutual

By William Stevens | 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.

Five Secrets to Funding Life Insurance

By Ben Rovee | January 12, 2016

Despite the important role that life insurance plays as part of a sound financial plan, many people feel they can’t afford it. Let’s face it, money is a limited resource. But, part of the problem is people make their money decisions one at a time, independent of every other money decision.

Social Security Changes You Need To Know

By Lynn Nolan | January 5, 2016

The Bipartisan Budget Act of 2015 signed into law November 2, 2015 effectively eliminates two popular Social Security claiming strategies: file and suspend and file restricted.

Make an Estate Plan Review Part of Your New Year’s Resolutions

By Penn Mutual | December 29, 2015

The New Year is a traditional time for resolutions – and should include an estate planning “tune up”! Here is a checklist of significant items to review with your professional advisors.