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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 lat ...
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Beat the Tax Clock: Year-End Planning Tips from Penn Mutual
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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…
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Unlocking Efficiency: How ACE is Revolutionizing Underwriting
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40:44
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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 2…
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Product Excellence: The Philosophy and Innovations Driving Penn Mutual’s Success
37:40
37:40
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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 Takeaway…
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Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling
45:34
45:34
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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 su…
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Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations
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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 ins…
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The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact
38:39
38:39
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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…
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Sales Strategies and Market Perspectives with Tom Meyer
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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 a…
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Redefining Wealth: The Impact of Women in Finance
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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…
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Wealth Under New Management: Elevating Your Practice with Women in Finance
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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. Essenti…
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What’s Tax Mulligan Season? Business Owners & Cash Balance Plans with Scott McHenry
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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 re…
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From Intern to Industry Leader: CEO Dave O’Malley’s Insights for Financial Professionals
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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…
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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 …
…
continue reading
