Life Matters – A Penn Mutual Podcast

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Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the latest market trends or you want tips on how to boost your performance, this is the podcast for you. Grow a stronger practice, today.

Penn Mutual


    • Apr 30, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 37m AVG DURATION
    • 18 EPISODES


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    Latest episodes from Life Matters – A Penn Mutual Podcast

    Before You Use Premium Financing… Watch This!

    Play Episode Listen Later Apr 30, 2025 33:35


    Premium financing is often pitched as a silver bullet for high-net-worth clients—but is it really that simple? In this episode of the Life Matters Podcast, we're cutting through the industry noise and getting real about what works… and what doesn't. Join Bill Bell, Penn Mutual's VP of Advanced Sales, as he sits down with Marc Schechter, President of Schechter Wealth, for a candid conversation about the real-world mechanics of premium financing. With decades of experience and a second-generation firm behind him, Marc pulls back the curtain on the strategies, the risks, and the mindset needed to serve clients at the highest level. What you'll learn:The biggest myths financial professionals still believe about premium financing How to identify if it's truly the right fit for your client Why Marc scaled to a 75-person advisory team without sacrificing trust What every financial professional should consider before offering financing The long game: interest rates, returns, and the bigger picture If you're a financial professional who wants to separate hype from reality—and grow your practice with integrity—this episode is a must.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com  Follow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7880566NS_APR27

    Closing the Gender Gap: Women Leading the Future of Finance

    Play Episode Listen Later Mar 26, 2025 43:19


    Women are transforming the financial industry with expertise, leadership, and a client-first mindset. As more women take on financial professional roles, they're building trust, specializing in niche markets, and addressing the unique financial needs of business owners and families.In this episode of the Life Matters Podcast, Bill Bell Penn Mutual's VP of Advanced Sales and Jenna Washatka Penn Mutual's Director of Advanced Sales at Penn Mutual, speak with Kate Seastone, CEO of Simplicit Financial, and Claire Gallagher, a financial professional with Empire Wealth Strategies, to discuss how women are reshaping financial services and making a lasting impact on clients and the industry.Key Topics Covered:• How women financial professionals build trust and lasting client relationships• The power of niche specialization in financial services• Why exit planning is critical for business owners• Closing the gender gap in financial planning• The role of mentorship in career growth and advancementWhether you're a financial professional, business owner, or simply interested in the future of financial services, this episode delivers valuable insights and expert perspectives. You won't want to miss it!Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com Follow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.7753558NS_MAR27

    You Won't Believe How Death Taxes Impact Your Wealth

    Play Episode Listen Later Feb 26, 2025 42:45


    Estate planning isn't just about passing on wealth—it's about protecting it, maximizing flexibility, and ensuring a seamless financial transition for future generations. With tax laws evolving, high-net-worth individuals must stay ahead to safeguard their legacies.In this episode, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with renowned estate planning attorney Jonathan Forester of Baker & Hostetler to break down key strategies for minimizing estate taxes and preserving wealth in an uncertain tax environment. Key Topics Covered:Major estate planning changes expected in 2025 and beyondThe impact of tax law uncertainty on estate planning decisionsWhy liquidity is essential for wealth preservation—and how life insurance plays a roleThe complexities of trusts and effective family wealth transfer strategiesHow estate planning is evolving for longer, more active retirements Whether you're a financial professional or someone looking to protect and optimize your legacy, this episode is packed with expert insights and actionable strategies to help you stay ahead. Don't miss it!Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com Follow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7647753NS_FEB27

    Jen Fox Shares the Surprising Truth About Upcoming Tax Changes

    Play Episode Listen Later Jan 15, 2025 43:54


    Get ready for a deep dive into tax reform and its potential impact on financial professionals, estate planning, and wealth transfer strategies in this episode of the Life Matters Podcast. Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Jen Fox, Vice President of Federal Affairs at Finseca, to explore the latest developments in financial services legislation.Key Topics Covered:• The upcoming tax reform and its possible effects on financial professionals and their clients. • Changes to federal transfer taxes and the Qualified Business Income deduction. • The increased regulatory scrutiny around Private Placement Life Insurance.• How bipartisan policy challenges are influencing estate planning strategies.• Finseca's role in advocating for financial security professionals and protecting life insurance policies.Whether you're a financial professional looking for practical tax strategies or interested in the future of wealth transfer and tax deductions for business owners, this episode offers valuable insights.Don't miss out on expert perspectives from someone at the heart of public policy on Capitol Hill. Subscribe now to stay informed on the latest tax reform and policy changes shaping the financial world.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com Follow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7507495NS_JAN27

    Leadership Legacy: Tom Harris on Challenges and Growth

    Play Episode Listen Later Dec 13, 2024 37:34


    In this must-listen episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Tom Harris, President of Penn Mutual's Life and Annuity Division, for one of his final interviews before his upcoming retirement at the end of the year. Packed with invaluable insights, this conversation captures decades of leadership wisdom and strategic foresight from one of the industry's most respected voices.Tom reflects on the challenges and opportunities shaping the life insurance landscape, revealing how Penn Mutual's innovative operational model attracts top-tier talent and ensures long-term stability. They also discuss how the pandemic has reshaped business practices and dive into the game-changing ACE (Accelerated Client Experience) platform, revolutionizing the way clients and financial professionals engage with life insurance.What You'll Learn:1. The Mutual Advantage: How mutual companies like Penn Mutual deliver stability and lasting value for financial professionals and their clients.2. Winning the Talent War: How innovation and flexibility are key to attracting and retaining top talent.3. Staying Ahead of Industry Trends: Why personalized guidance still outshines direct-to-consumer models in today's market.4. Driving Efficiency with ACE: How the Accelerated Client Experience platform is making life insurance easier, faster, and more intuitive for professionals and clients alike.Don't miss this rare opportunity to hear Tom's reflections and forward-thinking strategies as he prepares to close an incredible chapter in his career. Tune in for actionable takeaways and fresh inspiration to elevate your financial practice!Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7407347NS_DEC26

    Unlock Success: Dive into Transformative Strategies for Financial Professionals with Caleb Guilliams!

    Play Episode Listen Later Nov 22, 2024 49:47


    In this riveting episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales for Penn Mutual, sits down with Caleb Guilliams, the visionary founder of BetterWealth, to explore how the life insurance industry is evolving and how financial professionals can thrive in this changing landscape. Caleb shares his innovative approaches to client engagement, marketing, and company culture—offering practical, transformative strategies that can empower financial professionals and strengthen relationships with clients.Key Takeaways:Starting with "Why": Creating Meaningful Client ConnectionsLearn how asking the right questions can turn financial planning into a powerful tool for helping clients live more fulfilling lives. By uncovering deeper motivations, you can build lasting trust and transform how clients view their wealth.Refining Your Offer for Maximum ImpactDiscover the secret to creating a clear, client-centered offer that resonates. By defining your ideal client and addressing their specific needs, you'll not only stand out from the competition but also build stronger, more engaged relationships.Penn Mutual: Values + InnovationExplore how Penn Mutual's commitment to transparency, innovation, and unwavering core values equips advisors to provide real, lasting value—strengthening client trust and fostering long-term satisfaction.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7265343NS_NOV26

    Beat the Tax Clock: Year-End Planning Tips from Penn Mutual

    Play Episode Listen Later Oct 25, 2024 49:30


    In this insightful episode, Bill Bell and Jenna Washatka are joined by the entire Advanced Sales Team at Penn Mutual. Directors of Advanced Sales—Lindsay Cigler, Jay Perlman, George Bradley, and Amy Bryant—dive into a range of critical topics in financial and estate planning. From the evolving implications of the SECURE Act and Qualified Charitable Distributions (QCD) to strategic uses of Charitable Remainder Trusts (CRT) and life insurance, this episode offers practical guidance on navigating the complexities of year-end planning. The team also addresses the approaching sunset of the Tax Cuts and Jobs Act of 2017, highlighting innovative wealth transfer strategies that span generations. Tune in for expert advice on optimizing your clients' financial plans.1. Key Takeaways for Financial Professionals:Proactive Estate Planning Before Tax Law ChangesUnderstand the importance of updating estate plans before the 2017 Tax Cuts and Jobs Act sunsets. Learn how to maximize transfer tax exemptions and minimize future tax liabilities for your clients.2. Navigating the Tax Cuts and Jobs Act of 2017 SunsetDiscover critical strategies that leverage life insurance and Nonqualified Deferred Compensation (NQDC) plans to help business owners ensure long-term financial security, even in a shifting tax landscape.3. Charitable Planning for Tax OptimizationExplore the advantages of Qualified Charitable Distributions (QCD) and Charitable Remainder Trusts (CRT) to optimize tax deductions while providing steady income for beneficiaries, creating dual benefits for clients.4. Efficient Retirement and Wealth Transfer StrategiesGain insights into managing Required Minimum Distributions (RMD) and utilizing life insurance as a tax-efficient tool for passing wealth to future generations, ensuring clients leave a lasting legacy.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7174836NS_OCT26

    Unlocking Efficiency: How ACE is Revolutionizing Underwriting

    Play Episode Listen Later Sep 27, 2024 40:44


    Glen Wright, the CEO and Founder of Worth Advisors, and Matt Fones, the Area Senior Vice President at Gallagher, join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the incredible power, speed, and effectiveness of Penn Mutual's ACE platform, the upcoming expiration of the Tax Cuts and Jobs Act of 2017, and so much more!Key Takeaways for Financial Professionals:1. Penn Mutual's ACE platform is Revolutionizing Underwriting:Learn about the specific features and efficiency driving power of this cutting-edge tool.2. Impact of the Tax Cuts and Jobs Act Sunset:Gain insights into why it is so important to take advantage of the increased transfer tax exemption before the sunset occurs.3. The Penn Mutual Advantage:Understand why more and more financial professionals are turning to Penn Mutual for the solutions to meet their client's needs.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7024391NS_SEP26

    Product Excellence: The Philosophy and Innovations Driving Penn Mutual's Success

    Play Episode Listen Later Sep 6, 2024 37:40


    Chief Product Officer at Penn Mutual, Ray Caucci, and Director of Product Strategy and Competitive Analysis, Riley Thornburgh join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the latest in life insurance product innovations at Penn Mutual, the hottest market trends, and so much more!Key Takeaways for Financial Professionals:1. New Product Launch:Learn about the specific enhancements made to new products, with the launch date set for late September.2. Product Philosophy and Evolution at Penn Mutual:Gain insights into Penn Mutual's emphasis on providing simple, transparent products with flexible and competitive features.3. Adjustments to Dividend Scale:Understand the implications of raising the dividend scale and its impact on the internal rates of return.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.  6962505NS_SEP26

    Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling

    Play Episode Listen Later Jul 26, 2024 45:34


    Amy Bryant, Director of Advanced Sales at Penn Mutual and Tim McFarland, the Vice President of Advanced Sales at NFP join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell and co-host and Director of Advanced Sales, Jenna Washatka.  Together, they explore estate planning strategies amid the upcoming tax law changes with the sunset of the Tax Cuts and Jobs Act, and so much more!Key Takeaways for Financial Professionals:1. Strategize for Liquidity and Business Succession:Gain insights into the need for liquidity and income replacement in estate planning.2. Legal Implications of Recent Decisions:Understand the impact of Connelly v. Internal Revenue Service decision by the Supreme Court on life insurance planning.3. Insights on the Tax Cuts and Jobs Act:Hear discussions on how the Tax Cuts and Jobs Act impacts estate planning and strategies for navigating its sunset in 2026.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 6810104NS_JUL26

    Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations

    Play Episode Listen Later Jun 28, 2024 44:40


    Bobby Samuelson, the Executive Editor of The Life Product Review joins this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the latest industry trends and market innovations. Bobby also shares his thoughts on product updates that he finds exciting.  Plus they talk about private equity entering the life insurance industry, and so much more!Key Takeaways for Financial Professionals:1. Liquidity in Life Insurance versus Banks:Learn about the implications of liquidity pressures in banking versus life insurance.2. Market Trends and Private Equity Involvement:Gain insights into private equity's focus on annuities over life insurance.3. Bobby Samuelson's Analysis and Insights:Understand Bobby's perspective on the importance of commitment over scale in the life insurance business.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 6715447NS_June26

    The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact

    Play Episode Listen Later May 31, 2024 38:39


    On this episode of Life Matters, Brian Bertini, Vice President and Chief Underwriter, and Gretchen Dinucci, Head of Mortality Management at Penn Mutual join host and Advanced Sales VP, Bill Bell to discuss the critical role that underwriting and mortality management play in the insurance process, the latest advances, and so much more!Key Takeaways for Financial Professionals:1. Auto-bind and Facultative Cases:Learn about the implications of recent increases in retention and auto-bind limits.2. Large Case Management and Coordination:Gain insights into the best strategies for managing substantial life insurance cases, including coordination with carriers and reinsurers.3. Evolution and Future of Underwriting:Understand the integration and potential roles of artificial intelligence in underwriting and the importance of keeping up with mortality trends and medical advancements.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 6622394NS_May26

    Sales Strategies and Market Perspectives with Tom Meyer

    Play Episode Listen Later Apr 26, 2024 34:01


    On this episode of Life Matters, Regional Vice President for Penn Mutual, Tom Meyer, joins host and Advanced Sales VP, Bill Bell to share his insights into what's driving growth in the Life Insurance Industry around the country, and so much more!1. Product Popularity In Different Regions:Learn which products tend to be most popular in different areas of the country.2. Technology Integration and Efficiency:Understand how Penn's Accelerated Client Experience (ACE) has simplified and accelerated the life insurance application experience for you and your clients.3. Sales Strategies and Market Perspectives:Gain insights from Tom's extensive experience in the life insurance industry and learn practical tips to better shape your financial practice.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 6556332NS_April26

    Redefining Wealth: The Impact of Women in Finance

    Play Episode Listen Later Mar 28, 2024 33:21


    Welcome to Part 2 of this special 'Women in Finance' edition of Life Matters, featuring Melanie Colusci, President at Bridger Financial Group and Joanna Craney, Founder, Partner, and Special Needs Planner at Empowered Financial Strategies, alongside guest host and Director of Advanced Sales, Jenna Washatka.Key Takeaways for Financial Professionals:1. Growing Need for Female Financial Professionals:Learn why the financial services industry needs to recruit and retain more women.2. The Importance of Mentorship:Understand why mentorship is paramount to engaging and empowering female financial professionals.3. Harnessing New Technology:Gain insights into the latest ways that technology is being used to innovate and shape financial practices.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 6481873NS_Mar26

    Wealth Under New Management: Elevating Your Practice with Women in Finance

    Play Episode Listen Later Mar 15, 2024 43:15


    Optimize your professional toolkit with our must-listen 'Women in Finance' edition on the Life Matters podcast. This episode brings together industry trailblazers Jeri Turley, Principal at Winged Keel, Eryka Morehead, President and CEO at Collaborative Planning Group, and our insightful guest host Jenna Washatka, Director of Advanced Sales.Essential Insights for Financial Professionals:1. Empowerment through Economic Influence:Unlock the potential of female financial advisors in capitalizing on the growing wealth controlled by women.2. Fostering Female Leadership in Finance:Dive into actionable steps for attracting and sustaining female talent within the finance sector. Explore proven methodologies to bolster engagement and enhance the leadership pathways for women in finance, ensuring a diverse and dynamic workforce.3. Navigating Industry Evolution for Enhanced Client Services:Stay ahead of the curve with the latest innovations in underwriting and product offerings. Learn how these advancements can transform your financial practice, elevating the client experience to new heights.Activate Your Professional Growth: Join us to gain invaluable insights and strategies designed to empower financial professionals in shaping a more inclusive and innovative industry. Whether you're looking to expand your knowledge base, integrate cutting-edge practices into your work, or contribute to the advancement of female professionals in finance, this episode is your go-to resource for actionable insights and inspiration. Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 6454572NS_Mar26

    What's Tax Mulligan Season? Business Owners & Cash Balance Plans with Scott McHenry

    Play Episode Listen Later Feb 23, 2024 30:46


    Join us for a special 'Tax Mulligan Season' episode of Life Matters, featuring Scott McHenry, President and Chief Actuary of McHenry Advisers, alongside our Advanced Sales VP, Bill Bell.Key Takeaways for Financial Professionals:1. Maximize Retirement Benefits:Learn how cash balance plans can be a game-changer in turning hard work into a dream retirement for high-net-worth business owners.2. Decode 'Tax Mulligan Season':Understand the practical steps and strategies during this season to optimize tax benefits for business owners.3. Navigating Fiduciary Rules:Gain insights into the potential impact of new Department of Labor fiduciary rules and how they could shape your financial practice.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.6389330NS_Feb26

    From Intern to Industry Leader: CEO Dave O'Malley's Insights for Financial Professionals

    Play Episode Listen Later Jan 26, 2024 32:53


    To launch and kick-off the podcast with a bang, in the first episode of Life Matters: A Penn Mutual Podcast, Advanced Sales VP, Bill Bell sits down with none other than the President & CEO of Penn Mutual, Dave O'Malley.  Dave, who began his career at Penn Mutual in 1994 as an intern, shares his experience and insights that bring unique knowledge for financial professionals.  Together, Dave and Bill talk all about the current state of the industry, what's on the horizon for Penn Mutual, and so much more!  Plus, Dave also shares his thoughtful perspective on leadership and what it takes to excel in this business.  So press play and get ready to be entertained, informed, and inspired to grow a stronger practice, today.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 6201318CC_JAN26 

    Welcome to Life Matters: A Penn Mutual Podcast

    Play Episode Listen Later Aug 3, 2023 1:16


    Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast's host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the latest market trends or you want tips on how to boost your performance, this is the podcast for you. Grow a stronger practice, today.Follow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.com

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