Podcasts about penn mutual

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

In this episode of the Wise Decision Maker Show, Dr. Gleb Tsipursky speaks to Liz Heitner, CHRO at Penn Mutual, who talks about how insurance companies can create effective remote work environments.You can learn about Penn Mutual at https://www.pennmutual.com/

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

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

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

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

Only 2% of CHROs think their performance management system truly inspires employees to improve. Liz Heitner, CHRO at Penn Mutual, understands why and shares how to change that. We dive into how Penn Mutual leaders have transformed their approach, resulting in a performance success program that actually works – and employees enjoy. She candidly shared lessons learned, how to manage imposter syndrome, and what she's learning from Tik Tok. Don't miss the company culture event of the year! Enter the code "Better" and get $200 off the Great Place To Work For All Summit: For All Summit 2025 | Great Place To Work® Subscribe to the Great Place To Work company culture newsletter. Want to join our Great Place To Work community? Learn more about Certification. For a transcript of this episode, visit Penn Mutual's Liz Heitner on Effective Performance Management | Great Place To Work®

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

“A rare thing.” That's what co-creator Steve Levitan called “the incredible alchemy of elements coming together” that was Modern Family.He and Christopher Lloyd, who he'd worked with on Frasier, wanted to create a show that felt real. A show with heart. And it took the right writers, characters, and actors to play them to make it happen. And it happened for 11 years, winning 22 Emmys.And in this episode, we're taking B2B marketing lessons from it with the help of our special guest, CMO at Altimetrik, Jeff Fleischman.Together, we talk about being passionate about your brand, showing persistence and grit, and the art of making “a rare thing.” About our guest, Jeff FleischmanJeffrey Fleischman is a seasoned senior executive with over 35 years of experience spanning the financial services, banking, insurance, and technology. As CMO of Altimetrik he manages the company's brand, marketing, lead generation, public relations, and communications functions. Jeff brings a wealth of expertise to the role. Previously, he served as Chief Marketing & Digital Officer at Penn Mutual, driving omni-channel campaigns and advancing digital initiatives. His leadership journey includes key roles at renowned companies such as Citi, American Express, TIAA-CREF, and Chase.Jeff's passion lies in creating innovative, customer-focused strategies and experiences that integrate data, technology, and design. His extensive expertise covers areas like omni-channel marketing, data analytics, product management, and business transformation. He holds a B.S. in finance from Syracuse University and an MBA in finance, investments, and banking from Hofstra University. He has or held board positions with Artemis, Zenmonics Inc., Hornor, Townsend & Kent, Telera, and IEP Youth Services.Jeff is an author, advisor, investor, and speaker. His book, "Advice To My Younger Self," reflects his commitment to empowering others to achieve their aspirations.Beyond his professional achievements, he expresses creativity through painting and crafting unique art pieces, breathing new life into old furniture, and has a passion for music.What B2B Companies Can Learn From Modern Family:Be passionate about your brand. Jeff says, “On the passionate and competitive side, Jay Pritchett's archenemy was Earl, his former partner of Closets, Closet, Closets. And they were at odds with each other, trying to outdo each other, trying to out-innovate each other. It's that competitiveness and that passion that you need as a marketer. That passion really does have to come through.”Show persistence and grit. A lot of marketing is about trial and error. You find out what works with your audience by keeping things fresh and building your momentum. So don't let the things that don't work slow you down; just keep going. Jeff says, “Both Jay and Phil shared that kind of grit to be the best of what they can be, to beat everyone else out, whether it be another realtor, whether it be Earl from Closets, Closets, Closets. And as marketers, it's a very noisy world out there. Everyone's pushing content out. Everyone's trying to be everything to all customers. So how do you stand out? Not everything's going to be a home run. Not every piece of content, every blog, every white paper is going to resonate. But you need to just stick to your focus on how you take your brand and elevate it. And you don't stop trying. And if it works, great. If not, move on to the next one.”Focus on the heart of your content. Work on the emotion you want your audience to feel when they experience your content. That's how you know your message will hit home and stick. And then you can start to chop it up for use across channels. Ian says, “So often in B2B marketing, we get so caught up in trying to create the asset and then chop it up and do all these things that you're trying to do all the motions of the thing rather than the actual sentiment that is in the clip.”Quotes*”You need to create opportunities for your community and your audience to talk about you to other people. They're not just sitting around all day thinking of your software. The number of people who are just thrilled with [your product] are not just going to sing it from the rooftops every second of every day. You need to cultivate those things and allow them to share it as much as you can.”*”For marketers, tie what you're doing back to the company strategy. And if you do that, you don't have to push people. They're going to be pushing you to do more, and want more from you. If you don't know numbers, you don't know how to measure, you don't know ROI, it's a serious blind spot. Bring back what you're doing to numbers, bring back to ROI, talk like a CFO.”*”Take a bite-sized approach. We never start off with a big bang. Our approach is tiny. Let's do a proof of concept. Let's get a quick win. We won't disrupt your customers. We won't disrupt your business. It's within your environment. And I can tell you, 99 percent of everything we started out with was a small project. And now we have extremely large engagements. They trust us, they know us, and those relationships grew over time.”*”You're basically in a newspaper business. You have to invest in content, it's 24/7, it never ends. If you think putting a PDF up on a website or, you know, putting new colors onto your website is the idea of content, you know, it's a big miss. So, content is an investment, it's an asset, and it's very dynamic. You have to put the right content at the right place at the right time on the right, you know, device or environment. And it just never stops. Technology's gotten better, data's gotten better, AI is now in the mix. So as you think about B2B marketing and where you really can make a difference, it's taking content that gets noticed. And, you know, the more you do that, the more you'll get noticed.”Time Stamps[0:55] Meet Jeff Fleischman, CMO of Altimetrik[5:41] Learn about Jeff's Role at Altimetrik[7:43] About the Creation and Success of Modern Family[10:59] Casting Challenges and Character Development[15:17] Marketing Takeaways from Modern Family[27:48] What Marketers Can Learn from Jay Pritchett's Competitive Spirit[29:12] Grit and Persistence in Marketing[33:48] How to Build a Strong Social Media Presence[34:49] The Role of Earned Media[46:14] AI in Marketing: A Game Changer[52:02] Jeff's Advice for First-Time CMOsLinksConnect with Jeff on LinkedInLearn more about AltimetrikAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Senior Producer). Remarkable was produced this week by Meredith Gooderham, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.

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

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

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

Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insuranceWatch my interview with the CEO of Penn Mutual! Go Here: https://youtu.be/yo18bnPC9no__________________________________________✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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

Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insuranceWant FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault In this BetterWealth PODCAST, Caleb Guilliams interviews David O'Malley, the CEO and President of Penn Mutual Life Insurance Company. He highlights the role of insurance in aggregating and managing risks that individuals cannot handle on their own. David also emphasizes the value of permanent life insurance as a versatile asset that can enhance financial planning. He explains the benefits of mutual insurance companies, which prioritize the interests of policyholders over shareholders.______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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

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

I'm joined by our product design specialist, Alden Armstrong to review 3 different whole life insurance policies and which one is most optimal for infinite banking. One is a well-designed policy, the second is a mid-tier design, and the third is a poorly designed policy for infinite banking.Watch the video on YouTube - https://youtu.be/a-Dvi6NgBbUReady To Set up an And Asset? Talk with our Life Insurance Experts - https://www.betterwealth.com/clickhere-life-insuranceGet FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.Affiliate Disclosure: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link.

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, 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

Gary shares his journey from a humble upbringing to financial success through real estate and infinite banking. He highlights the importance of maintaining personal financial control and stewardship to achieve stability and fulfillment in life. Whole life insurance policies are recommended as a secure foundation to store money, coupled with real estate investments and the infinite banking concept. Wealth strategist Gary Pinkerton assists clients in establishing their financial foundation, exploring tax-efficient investments, and maintaining a lifelong relationship to support their financial growth. Also, Andrew Stanton and Gary discuss Andrew's new podcast The Whole Steward and Gary's journey to Infinite Banking and dedicating his life to helping others grow Agency in their world. Episode Highlights Andrew Stanton's podcast focuses on agency, finances, and stewardship from a deeply religious perspective. Gary shares his background, growing up on a dairy farm in southern Illinois during the 70s and 80s, losing the farm during high inflation, and his decision to pursue a safe, secure job. Gary's realization during the Great Recession that he had lost half his family's wealth, leading him to research how the wealthy maintain and grow wealth, and his introduction to infinite banking. Gary discusses his experience on the submarine, focusing on risk tolerance and realizing that it was all just a sales pitch. Gary emphasizes the importance of having control over your finances and not delegating them to someone else. Gary explains his enthusiasm for government-backed loans and his decision to invest in real estate to protect his money from fluctuating interest rates. Gary recommends putting money into whole life insurance rather than banks, citing the historical success of early 1800s companies like Penn Mutual and MassMutual. Gary talks about the opportunity cost of using cash for investments and why it is better to borrow against the policy and make payments back on it. Using the whole life insurance policy as a foundation in the hierarchy of wealth and investing in other assets as the individual moves up in the hierarchy. Gary explains that his role as a wealth strategist includes a lifelong relationship with clients, meeting with them regularly to discuss taxes, investments, and overall financial strategy. Links and Resources from this Episode Connect with Gary Pinkerton https://www.paradigmlife.net/ gpinkerton@paradigmlife.net https://garypinkerton.com/ Connect with Andrew Stanton https://thewholesteward.com/about/ https://thewholesteward.com/podcast/   Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Audible Subscribe with Listen Notes Subscribe with RSS

In this replay episode, listen in to hear: Penn Mutual is an almost 2-century-old business—and they have the innovation and modernization to back up their longstanding success. But it doesn't come without learning curves and experimentation.    Enter Greg Driscoll, the COO of Life and Annuities. From moving to cloud services to implementing new applications and data management practices, Greg is innovating on a 175-year-old original data company's data management and utilization strategy to prioritize not only clients but also your employees. Listen in to hear how the state of technology today is enabling Penn Mutual to revitalize its 175-year-old business promise—creating a healthy life insurance business and industry.

This week we sit down with Thomas Kerfoot, to break down a Modified Endowment Contract (MEC).  Thomas uses his 15+ years of experience with Penn Mutual to explain how a MEC could affect your policy, what it means to the consumer, to the IRS, and how you can prepare your policy best. Enjoy this week's episode Resources: Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Nelson Nash documentary http://bit.ly/NelsonDoc  Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Penn Mutual is an almost 2-century-old business—and they have the innovation and modernization to back up their longstanding success. But it doesn't come without learning curves and experimentation.  Enter Greg Driscoll, the COO of Life and Annuities. From moving to cloud services to implementing new applications and data management practices, Greg is innovating on a 175-year-old original data company's data management and utilization strategy to prioritize not only clients but also your employees. Listen in to hear how the state of technology today is enabling Penn Mutual to revitalize its 175-year-old business promise—creating a healthy life insurance business and industry.

Meg Muldoon from Penn Mutual, joins the podcast to talk about the importance of special needs planning. Episode Take-aways: • How to start a conversation with your clients about special needs planning • Balancing government benefits with the overall financial plan • Specific language to use when working with a family that has a child with special needs

My guest today is John Laurito. John is a leadership consultant and thought leader as well as author of the book Tomorrow's Leader.  He is also host of the podcast, Tomorrow's Leader. He specializes in turning around companies with poor performance and disengaged employees. Highlights:What Baseball taught John and Ryan about LeadershipThe importance of Confidence to performanceThe role of a leaderHow leaders create momentumHow to grasp opportunity in businessTurning Company performance aroundThe process for making big changes in businessHow to establish expectations for employeesWhat authenticity means in leadershipHow managers can show employees they care about themHow to earn respect as a leaderHow to build trust as a leaderand much more...---Subscribe on Apple PodcastsSubscribe on SpotifyFollow on FacebookFollow on InstagramWatch Full Episodes and Clips on YouTube---About John LauritoJohn served as President & CEO of Concord Wealth Management, the Boston Agency of Penn Mutual Life Insurance Company for seven years. During that time, John led the agency to more than triple the size and led the agency from last place national ranking to #2 in the country. Prior to Penn Mutual, John spent 18 years with Ameriprise Financial in various roles from financial advisor, Field Vice President, and Regional Vice President. He earned the Outstanding Leader Award and Diamond Ring Club honors, through numerous accomplishments including bringing the Hartford, CT office from #100 to #1 in the country under his leadership. John has also run several organizations with a specialty around "turnarounds" leading four organizations through major change and transformation.WebsiteBookPodcast

Hello there ROCKSTARS! Welcome to The Entrepreneur Mastery Lab Podcast Episode 79!  This week inside the Lab, we are joined by Greg Drozdow of Drozdow Financial and Snappy Kraken. Greg is a licensed financial advisor, business consultant, and fintech entrepreneur with a mission to teach, inspire, and guide people in areas of wealth management, business, marketing, and leadership. Greg is the CEO of Drozdow Financial, his financial education and services group, AND is the Director of Business Development of Convos, a text message marketing program by Snappy Kraken that helps financial advisors build deeper relationships with their prospects and clients through text message marketing and automated marketing campaigns that drive business growth. With over a decade experience in financial services, Greg has helped hundreds of clients including individuals, families, executives, businesses, and financial advisers get to a better place financially, and has worked with some of the top financial institutions in the industry including VOYA Financial, Penn Mutual, and Prudential to name a few. Through his experience, Greg has focused on advising his clients on financial strategy while helping other advisors scale their marketing activities and impact, and is passionate about advancing technology and systems that improve the financial services industry overall. Greg inspires and guides a growing audience daily utilizing his brand, Drozdow Financial, and social media channels. When he is not studying the markets or building fintech apps, Greg is an avid piano player and traveler. He resides in Miami, Florida and enjoys a variety of activities including working out, basketball, tennis, winter skiing, snowboarding, and spending time with his wife Leila, his dog Honey, and close family and friends.   How to contact Greg (here's a few ways): https://linktr.ee/gregdrozdow greg@drozdowfinancial.com Greg's Giveaways to YOU, our awesome listeners... https://drozdowfinancial.com/ - Building out a Do It Yourself educational program on money mindset, personal finance, investing and how to build True Wealth. https://www.getconvos.com/. Text Messaging for Financial Advisers. Open to Snappy Kraken members only and Early Bird pricing. https://snappykraken.com/. Start for $1 limited time offer. Join our private Facebook Community Group, The Entrepreneur Mastery Lab ~ A Place for Service Professionals to Give & Grow A Freebie from us!  https://www.jbandthedoctor.com/freegift/   Got thoughts, comments or just itching for some convo?  Hit us up and let us know all about it!  Want to join us for a chat, hmmm, we might have an extra lab coat around for you to try on for size.  Let us know! podcast@jbandthedoctor.com Watch this podcast and other exciting content YouTube! JB and The Doctor on YouTube Not enough for you?  Really, ok, you're game, we're game. Our Website Instagram Twitter Pinterest Need more, wow, let us know, you may need some help!

Episode #43 As we are making our way into the new year, one goal we should all have is to not only be working to empower others...but also ourselves! Self-Powerment is a practical model for finding and staying in “the zone”, allowing you to experience new possibilities and success, both personally and professionally. It also allows people to access the information and experience of living in the here and now, the place and time of utmost importance to the contemporary mindfulness movement. Dr. Mandell's coaching trains teams to not focus on controlling outcomes — or each other — and how to be truly accountable to themselves, and therefore to the organization. In this episode, we talk about the development and implementation of the Self-Powerment model, and how it leads to more centered, focused, and productive professionals - people who enjoy their work, the success of their colleagues, and the growth of the company. Discover how to harness every present moment by Dr. Mandell's approach of Self-Powerment and increase your full potential. A Bit About Dr. Faye Dr. Faye developed the Self-Powerment model which teaches people how to come to and stay in the present moment. This approach signals the inevitable trend towards the merger of the hard sciences with the psychology of consciousness and awareness. It allows people to have focus and to be clear. It also allows people to access the information and experience of living in the here and now, the place and time of utmost importance to the contemporary mindfulness movement. You can find the teachings and applicability of the Self-Powerment Model in Faye's book: The GPS to Self-Powerment, which currently exists in six languages (English, Spanish, German, Korean, French, and Dutch). Eckhart Tolle, whose worldwide bestseller The Power of Now has touched and transformed the lives of millions, said this after reading The GPS to Self-Powerment: “Faye Mandell's book is an important contribution to the transformation of human consciousness - a matter of greatest urgency. It shows the reader how to make the shift from thinking to awareness, from past and future to the Here – Now. An eminently practical book and a powerful pointer to the truth.” Dr. Faye's corporate experience includes the creation of workshops to provide coaching services for American Express, Penn Mutual, Mass Mutual, and Guardian executives and employees. Utilizing the Self-Powerment Model we tap into human potential by effectively removing performance barriers. We do this by bringing learned patterns of behavior to awareness. These learned patterns often prevent effective communication and optimal performance. LinkedIn: https://www.linkedin.com/in/fayemandellbeingpresent Website: https://www.being-present.com/

In this episode, I'm really excited to have as my guest, Bob Woods, who was one of the first people on LinkedIn... literally. He joined in December 2002 when LinkedIn was just a few months old, and he's never looked back. An award-winning salesperson, Bob has utilized LinkedIn and social selling even before social selling was a “thing.” Bob has trained and coached sales professionals around the world at companies big and small to effectively use LinkedIn and other tools to start sales conversations with qualified buyers. Specific companies where he has trained salespeople and teams include Experian, Penn Mutual, State Street, Fiserv, Triose, and UPS. In our discussion, Bob talked to me about: Converting LinkedIn connections to conversations and building relationships How to authentically make an offer on LinkedIn Instead of talking about helping, just help Listen to the podcast to learn more. https://innovabiz.co/bobwoods (Show Notes and Blog) https://innovabiz.com.au/innovabuzz/ (The Podcasts)

On today's episode, Patrick and Henry welcome our friend Ryan Smith to come and talk about building his career as a financial professional with Penn Mutual life insurance. We hope you enjoy! Reach out to Ryan! Linkedin: https://www.linkedin.com/in/ryansmithpm Be sure to like, subscribe, share, and leave a review!

Dr. Jairo Borja, DBA, MBA, is the president of Borja Consulting Group and is a financial services professional with Primary Financial. Dr. Jairo is the author of “Networking Your Way to Success: 10 Steps to Building Relationships & Expanding Your Business for Entrepreneurs & Working Professionals” and has over 15 years of experience in the financial and higher education sector. Jairo has facilitated over 200 events over a 10-year span which has included career fairs, panels, guest speakers, and various career-focused workshops. He consults small businesses with business planning, coaching, and strategy.Jairo has spoken at several Fortune 500 companies, including New York Life, Mass Mutual, and Penn Mutual, as well as at First Calvary Baptist Church. He is also a business coach and assists with business plans or advice to small business owners. Jairo is on the board and is the treasurer for of the New Jersey Chapter of Prospanica, an association of Hispanic professionals. Prior to being the association's treasurer, Jairo was vice president of professional development, assisting with webinars and programming such as speed networking to benefit Prospanica members. In addition, Jairo is a co-liaison with the ASIS International New York City Chapter.https://borja-consulting-group.mykajabi.com/storehttps://www.audacy.com/podcasts/the-dr-b-show-45993/s2-episode-1-i-say-no-more-with-maria-trusa-504991957#networkingwithpurpose#jairoborja#definesuccess

Meg Muldoon, Penn Mutual's assistant vice president of advanced markets, and Zach Levine, Penn Mutual's director of advanced markets, explain common estate planning misconceptions and talk about the tools financial professionals can use to help navigate ongoing planning activities with their clients.View resources or contact an expert anytime on the Estate Planning section of Penn Mutual Gateway.  This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. 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. Clients should consult with their financial professional and other trusted advisors for guidance based on their circumstances. Product availability, benefits and provisions vary by state. NOTE: Any discussion of investing involves risk, including potential loss of principal. Past performance is no guarantee of future results and any hypothetical examples provided are not intended to predict actual results. Actual results will vary.For financial professional use only. 3769613CC_SEP23 

Heather Yonosh, vice president of product development and pricing at The Penn Mutual Life Insurance Company, talks about some key advantages of Protection Variable Universal Life — a variable product with guaranteed lifetime protection, potential for cash value growth that can build more death benefit and top-tier competitive rankings for single and short pay guaranteed death benefit premiums.Protection VUL is offered only through registered representatives of approved broker dealers. Financial Professionals should visit the Penn Mutual Gateway for complete product and competitive details.All guarantees are based on the claims-paying ability of the issuer. Investors should consider the investment objectives, risks, charges and expenses of a variable insurance product carefully before investing. Please carefully read the prospectuses for the relevant variable insurance product as well as its underlying investment options, which contain this and other information about the product. Protection Variable Universal Life (Policy form ICC21-PI-VFL) is a flexible premium, variable universal life insurance policy offered by the Penn Insurance and Annuity Company, a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Policy form numbers vary by state. Product and features may not be available in all states. This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. Clients should consult with their financial professional and other trusted advisors for guidance based on their circumstances. All references to Vanguard Funds (collectively "funds") in this presentation refer to the Vanguard subaccount options available exclusively through Penn Mutual's Protection Variable Universal Life which are not available for purchase outside of this product.For financial professional use only.3626377DP_Jun233626470CC_Jun23

Andrew Champi, director, product strategy and competitive analysis at The Penn Mutual Life Insurance Company, explains driving forces behind the company's successful Indexed Universal Life product chassis — and while results cannot be guaranteed, Penn Mutual remains committed to a philosophy that helps ensure its IUL products remain competitive while providing industry-leading downside protection to help products provide consistent returns in all market scenarios. Penn Mutual offers a guaranteed 2% annual floor with the Accumulation Builder Flex IUL High Floor account — the only currently available account offering a 2% guaranteed annual floor.  Penn Mutual has also offered a 2% guaranteed annual floor on a variety of individual and survivorship products no longer available for sale. Financial Professionals should visit the Penn Mutual Gateway for complete product and competitive details, plus see the marketing piece referenced in this podcast.Andrew Champi is director, product strategy and competitive analysis at The Penn Mutual Life Insurance Company, and has been with the company for over 11 years. He leads the team responsible for our life and annuity competitive analysis and works with our product management team to drive our life and annuity product strategy to market. All guarantees are based on the claims-paying ability of the issuer. Accumulation Builder Flex IUL (Policy form ICC18-PI-IFL) is an indexed universal life insurance policy issued by The Penn Insurance and Annuity Company, a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Policy form numbers may vary by state. Products and features may not be available in all states. This product is not offered in New York. Built-in and optional features (also known as coverage riders) may be subject to eligibility and underwriting requirements, additional premium requirements and/or minimum or maximum coverage amounts. Availability and provisions may vary by state. Any reference to the taxation of the product in this material is based on the issuing company's understanding of current tax laws. The issuing company and its representatives do not provide tax or legal advice. Please consult your tax advisor regarding your personal situation. This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. Clients should consult with their financial professional and other trusted advisors for guidance based on their circumstances. Product availability, benefits and provisions vary by state. For financial professional use only.3576040CC_JUN23

How does the 90-10 infinite banking policy work? Does having more cash value in the 1st year really mean you'll get a better return on your money? The process by which you, as an individual, can become your own banker is known as infinite banking. In this episode, Chris Miles talks about how you can invest your money using infinite banking policies, and how you know you have the best design for max returns. Key Takeaways To Listen For: Significance of max return of investment (ROI) infinite bankingProblems with the infinite banking policyUnderstanding the 90-10 infinite banking policyMass Mutual vs Penn Mutual policies   Chris Miles, the "Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. Connect With Chris: http://moneyripples.com/https://www.facebook.com/moneyrippleshttps://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

How does the 90-10 infinite banking policy work? Does having more cash value in the 1st year really mean you'll get a better return on your money? The process by which you, as an individual, can become your own banker is known as infinite banking. In this episode, Chris Miles talks about how you can invest your money using infinite banking policies, and how you know you have the best design for max returns. Key Takeaways To Listen For: Significance of max return of investment (ROI) infinite bankingProblems with the infinite banking policyUnderstanding the 90-10 infinite banking policyMass Mutual vs Penn Mutual policies   Chris Miles, the "Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. Connect With Chris: http://moneyripples.com/https://www.facebook.com/moneyrippleshttps://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

The insurance industry is pretty confusing for most of us. We send our money into what feels like a black box and things magically happen…or don't. Our guest for this episode, Ray Caucci, is here to demystify the insurance business to paint a broader picture of its stability, the impact on the health of our economy, and why it matters to your finances. Ray has been in the insurance industry for his entire adult life. He has spent the better part of twenty years on the actuarial side in product development with Penn Mutual, and he now serves on the executive management team. As an actuarial mathematician and business leader, Ray keeps his finger on the pulse of industry trends. He brings tons of value to our listeners with unique insights into the mechanics of war-room decision-making in the insurance industry. He also shares his perspective on the versatility of whole life insurance policies. Ray graduated from UPenn's Wharton School of Business with a Master's in Actuarial Science, along with a Chartered Financial Consultant (ChFC) designation from The American College of Financial Services. During our conversation, he shares his expertise and provides a perspective on the role of insurance in the bigger picture. what you will learn in this episode: The power of assigning value to your giftings All of the ways you can use a whole life insurance policy to your benefit The role and function of an actuary in the insurance industry How actuaries approach product development and pricing The types of statistics, data, and algorithms insurance companies use to find the best bang for the buck and a product fit for all parties involved What insurance companies have done to adapt during the pandemic Penn's perspective on the different insurance policy types The role insurance plays in our entire financial system How the protection of insurance policy cash value has evolved

In this HCI Podcast episode, Dr. Westover talks with John Laurito about leadership shifts, recognizing leadership potential, and keeping your A-players. See the video here: https://youtu.be/HA8H1PgEYec. For 20+ years, John Laurito (https://www.linkedin.com/in/johnlaurito/) has been leading organizations in the financial services industry. John has developed a reputation as a turnaround expert with 4 successful and dramatic transformations of organizations. These included leading the 100th ranked (out of 110) Ameriprise office in Hartford, CT to #1 in the country and taking the Boston agency of Penn Mutual from last in national ranking to winning the prestigious President's Award twice and Excellence Award three times. He currently speaks on stages worldwide on the topic of leadership and is the host of Tomorrow's Leader podcast. Ranked in the Top 10 Performance Management Podcasts: https://blog.feedspot.com/performance_management_podcasts/ ; Ranked in the Top 10 Workplace Podcasts: https://blog.feedspot.com/workplace_podcasts/ ; Ranked in the Top 15 HR Podcasts: https://blog.feedspot.com/hr_podcasts/ ; Ranked in the Top 15 Talent Management Podcasts: https://blog.feedspot.com/talent_management_podcasts/ ; Ranked in the Top 15 Personal Development and Self-Improvement Podcasts: https://blog.feedspot.com/personal_development_podcasts/ ; Ranked in the Top 30 Leadership Podcasts: https://blog.feedspot.com/leadership_podcasts/

Jeff Fleischman is the CMO of Altimetrik, a digital transformation accelerator that helps clients deliver great products and services that accelerates financial profitability. He is also an advisor, speaker, and columnist for Forbes.com. He is the author of the personal & professional development book titled “Advice to my younger self. In his long career, he has held leadership roles in companies like Penn Mutual, American Express, TIAA-CREFF, Citi and more where he established a strong record of leadership and execution on growth strategies that have resulted in measurable bottom-line results. Jeff earned a B.S. degree in Finance from Syracuse University and his M.B.A from Hofstra University. He and his family reside in Morganville, New Jersey.   www.advicetomyyoungerselfbook.com    

Today's conversation between Tammi Brannan and Patrick Donohoe will make you want to be at a Truth Training.  This training for Advisors offers an understanding of different aspects of financial strategies, how to be a leader in your business, and how to better help your clients! But probably the most important training it offers are strategies to communicate with others efficiently. Be sure to register for this training, you'll see the results! To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  Links and Resources from this Episode Truth Training registration for 1/29-31:  https://truthconcepts.com/truth-training/  "What is cash value:" https://www.dropbox.com/s/4zqgqccao9yisg3/POLICY%20LOAN%20HISTORY.pdf?dl=0  Penn Mutual podcast on IUL: https://www.buzzsprout.com/407080/1488073-the-risks-of-leveraged-iuls-with-bobby-samuelson  Show Notes Every single person is unique - 1:10 Talking to advisors every day - 3:02 A needful thing for advisors right now - 3:25 Trying to find pieces of truth - 6:31 Offering the Truth Training for advisors - 9:20 Understanding different aspects of financial strategies - 12:11 Learning about systems and teamwork - 15:42 Everyone is different - 25:20 One of the things that make a leader a true leader - 27:40 Being able to communicate yourself - 28:55 Searching for the truth - 34:03 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. iTunes Spotify Stitcher RSS

In a statement made by CEO Eileen McDonnell and President Dave O'Malley, Penn Mutual announced it will suspend the sale of its life insurance and annuity contracts in the state of New York. The suspension comes in two phases.   Phase number one affects the sale of annuities.  Effective August 30, 2019, Penn Mutual will no […] The post Penn Mutual Suspends Sale of Life Insurance and Annuities in New York appeared first on The Insurance Pro Blog.