Penn Mutual's Possibilities Podcast

Penn Mutual's Possibilities Podcast

The go-to podcast for Life Insurance and Annuity professionals looking to gain a better understanding of Penn Mutual’s offerings and services (zero fluff, guaranteed).

Episodes

September 23, 2021 23 min

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 pu...

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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 ...

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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...

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Hear financial professional Jason O’Dell discuss how he’s used his expertise and relationship building to excel in the hard-to-reach physicians market for more than 25 years. 

 Tap into these valuable Penn Mutual platforms to build your business and enhance your clients’ experience:

·         Accelerated Client Experience (ACE)

·         Penn Mutual Gateway

·         InSight

Guests' views, comments, and opinions on products, service...

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January 21, 2021 13 min

Hear about a refreshing brand approach that will set The Penn Mutual Life Insurance Company apart from the category clichés, yield the industry’s “best suite of product marketing collateral” and frame a new collection of “higher level” print and digital brand assets—all while staying true to Penn Mutual’s core belief that the right life insurance helps people get stronger today—not just down the road.

This podcast is for educational...

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Ray Caucci, Senior Vice President of Product Management and Underwriting at The Penn Mutual Life Insurance Company, talks about Protection Universal Life’s impressive, low-cost permanent death benefit protection and top-tier competitive rankings for annual, single and 10-pay premium designs.

Financial Professionals should visit Gateway for product details and to see how Protection Universal Life’s premiums compare to competitors in ...

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Industry expert Bobby Samuelson discusses the complexities of IUL and regulations, and dives into how AG49-A has impacted the IUL illustration landscape. 

Bobby Samuelson of Life Innovators, LLC. is unaffiliated with The Penn Mutual Life Insurance Company (PML). Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by PML or its affiliates . This...

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November 19, 2020 30 min

Greg Driscoll, Senior Vice President, Service Operations & Chief Information Officer, shares how his vision to build consumer-friendly, interactive platforms transformed the way clients purchase and maintain their Penn Mutual life insurance.

The Penn Mutual platforms you should be using to enhance your client’s experience:

·         Accelerated Client Experience (ACE)

·         Gateway

·         InSight

This podcast is for educatio...

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For Estate planning week Ryan sat down with Pat Bergmaier a Certified Financial Planner who helps individuals and families secure their futures. In this episode they discuss why it’s important to put together an estate plan 

Additional estate planning resources:

  • See all of our estate planning concepts to find the right one for your client’s situation
  • Learn more about how to build your client's estate
  • Find out more about how to prot...
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    In this special episode, Ryan speaks with the winner of an Independence Financial Network sales concept contest whose idea got top honors for its ability to support regional growth. They discuss how to use the winning idea to create a wow factor with every interaction.

    Download the FP Fact Finder >>

    This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and ...

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    In this special episode in recognition of Life Insurance Awareness Month, we talked to three different financial professionals about their businesses and how they learned to pivot through the pandemic. 

    Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by PML or its affiliates. This podcast is for educational purposes only and should not be c...

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    August 31, 2020 6 min

    Gateway is Penn Mutual’s new, easy-access website that puts product specs, competitive data, sales concepts, underwriting information, illustrations – and even application submissions through ACE at your fingertips  – no password required.

    https://gateway.pennmutual.com/

    This podcast is for educational purposes for the benefit of financial professionals. All opinions about the website described in this podcast represent the views o...

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    August 13, 2020 18 min

    We have some exciting ACE news to share. Helen Rennie, Vice President of Adviser and Client Services, discusses the cutting edge updates we’ve made to our best in class digital experience platform.

    ACE is not yet available in NY or for survivorship products. 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...

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    Jennifer Viscosi, Director of Practice Development at Penn Mutual, discusses what “teaming” is, the reasons the practice is so important to your business and why Penn Mutual embraces it.

    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 ...

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    M.C. Laubscher, President and CEO of Producers Wealth, and Patrick Donohoe, Founder and CEO of Paradigm Life, discuss the digital technologies, tools and strategies they’re utilizing these days to grow their business and develop deeper connections with clients.

    10 Point Checklist

  • Organize a digital database of current and prospective clients in a customer relationship management system
  • Setup email automation tool to communicate with c...
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    June 24, 2020 25 min

    Jim Hebets, President and Founder of The Hebets Company, shares his thoughts on the comeback of variable universal life and why Penn Mutual’s one-size-fits-all variable universal life product can be an ideal solution for clients at any stage of life. 

    All guarantees are based on the claims-paying ability of the issuer. Variable universal life are sold by prospectus, which contains detailed information about investment objectives and...

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    Phil Raymond, Founder of MarketAccessAdvisor and original architect of Penn Mutual’s Professional Alliance Advantage (PAA) program, talks about the four pillars of the PAA program and how it helps you partner with CPAs and P&C professionals to grow your network and expand your client base.

    This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be ...

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    Chris Jarvis, best-selling author, insurance expert and entrepreneurial strategist, talks about vulnerability and the powerful role it plays in client relationships. 

    Chris Jarvis, best-selling author, insurance expert, and speaker on transformational entrepreneurship is unaffiliated with The Penn Mutual Life Insurance Company (PML). Guests' views, comments, and opinions on products, services, or strategies do not necessarily re...

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    Dr. Wade Pfau, Professor of Retirement Income at The American College and Founder of retirementresearcher.com, explains how a combination of investments and insurance can lay a better foundation for retirement.

    For additional information, please visit:
    https://retirement.theamericancollege.edu/research/integrating-whole-life-insurance-retirement-income-planning

    Wade Pfau is unaffiliated with The Penn Mutual Life Insurance Company (PM...

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    May 26, 2020 21 min

    Zach Levine, Penn Mutual’s Director of Advanced Markets, navigates the complexities of the Coronavirus Aid, Relief and Economic Security (CARES) Act, and talks about the biggest impacts to financial professionals and consumers. 

    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 opin...

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