An Estate Planning Success Story: Multi-Generational Legacy Planning
Penn Mutual's Possibilities Podcast
English - October 17, 2019 19:00 - 9 minutes - 6.3 MB - ★★★★★ - 14 ratingsInvesting Business Careers penn mutual possibilities life insurance annuities ace adviser financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Listen as Jason Rumfelt, Owner of Financial Network, shares a multi-generational legacy planning success story – and explains how Penn Mutual’s expertise and resources have helped him meet clients’ estate planning needs.
This podcast segment is for educational purposes only and should not be considered specific tax, legal, or planning advice, which will only be provided on a personalized basis. This podcast segment is based on a real life scenario but client names were changed for privacy purposes. Depending on individual circumstances, the strategies discussed may not be appropriate for your situation and may not be representative of the experience of other clients. Individual results may vary and the presented information is not a guarantee of future performance or success. You should consult a qualified advisor regarding your personal financial situation.
Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers. This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional."
For Financial Professional Use Only
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