Leap: The Model for Financial Success

Penn Mutual's Possibilities Podcast

English - January 09, 2020 16:00 - 12 minutes - 8.79 MB - ★★★★★ - 14 ratings
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Previous Episode: Ray Caucci on Our Guaranteed Whole Life product

Next Episode: Get Insights on Non-Qualified Plan Design

Leap Systems President, David Wiesner, shares insights about the Leap selling philosophy and process, including the positive impact it can have on case size, recent improvements resulting in more client-friendly output and enhancements that are just around the corner.

David Wiesner is President of Leap Systems and an industry leader in the development and distribution of comprehensive and reliable tools that help advisers deliver more value to clients and enhance their practice.

Resources related to this podcast:

Leap website: https://new.leapsystems.com/ To become a Leap licensed adviser, please contact your Penn Mutual field leader.

LEAP, Lifetime Economic Acceleration Process, Leap Model, and LEAP SYSTEM are service marks of Penn Mutual Life Insurance Company. Individuals and entities considering financial decisions are cautioned to seek tax, investment, insurance, accounting and legal advice from appropriately licensed and certified service providers.

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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