Ray Caucci on the New Penn Mutual Guaranteed Whole Life product

Penn Mutual’s Senior Vice President of Product Management and Underwriting talks about the company’s top rankings across all of the key whole life measures, the company’s dividend consistency and the key competitive advantages of Guaranteed Whole Life. 

Flyers mentioned in this podcast: T4319, T3648
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All guarantees are based on the claims paying ability of the issuer provided required premiums are paid. Guaranteed Whole Life (ICC18-TL) is a whole life insurance policy offered by The Penn Mutual Life Insurance Company. Policy form number may vary by state. Product and features may not be available in all states. Optional riders and benefits may be subject to eligibility requirements, additional premium requirements and/or minimum or maximum coverage amounts. Availability and rider provisions vary by each state. Rider form numbers: ICC17-TL-EPPUA, ICC18-TL-FP, ICC17-TL-APPUA

Accessing cash value through policy loans or withdrawals will reduce policy death benefit and values and may result in certain fees and charges and require additional premium payments. Ask a financial professional for additional information about accessing cash value, including the potential impact on coverage guarantees and certain circumstances under which the values you access could be taxable. 

Competition and ranking information based on competitor illustrations as of December 2019 are obtained by Penn Mutual and believed to be accurate. Past performance is not indicative of future results. Dividends are subject to change and are not guaranteed. 

ACE is currently not available in New York and may not be available for all products. Minimum issue age 20. 

This podcast is for informational purposes only and should not be considered as a specific financial, legal or tax advice. Depending on your individual circumstances, the strategies discussed in this presentation may not be appropriate for you or your client’s situation. The information in this material is not intended as tax or legal advice. Always consult your legal or tax professionals for specific information regarding your individual 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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