Latest Penn mutual Podcast Episodes
Myths and Realities of Estate Planning
Penn Mutual's Possibilities Podcast - September 23, 2021 21:00 - 23 minutes ★★★★★ - 14 ratingsMeg 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 cli...
Protection VUL: Guaranteed Lifetime Protection in a Variable Chassis
Penn Mutual's Possibilities Podcast - July 13, 2021 17:00 - 9 minutes ★★★★★ - 14 ratingsHeather 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 b...
An IUL Approach That Stands the Test of Time
Penn Mutual's Possibilities Podcast - July 08, 2021 20:00 - 13 minutes ★★★★★ - 14 ratingsAndrew 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 tha...
Top Tips for Working with Physicians with Jason O’Dell
Penn Mutual's Possibilities Podcast - February 25, 2021 17:00 - 32 minutes ★★★★★ - 14 ratingsHear 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: · ...
Elevating the Penn Mutual Brand
Penn Mutual's Possibilities Podcast - January 21, 2021 20:00 - 13 minutes ★★★★★ - 14 ratingsHear 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 Pen...
Elevating the Penn Mutual Brand
Penn Mutual's Possibilities Podcast - January 21, 2021 20:00 - 13 minutes ★★★★★ - 14 ratingsHear 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 Pen...
Ray Caucci on Penn Mutual’s New Current Assumption UL Product
Penn Mutual's Possibilities Podcast - December 29, 2020 18:00 - 3 minutes ★★★★★ - 14 ratingsRay 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. Fi...
The Illustration Landscape Post AG49-A with Bobby Samuelson
Penn Mutual's Possibilities Podcast - December 10, 2020 17:00 - 39 minutes ★★★★★ - 14 ratingsIndustry 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 opi...
Greg Driscoll Talks Technology
Penn Mutual's Possibilities Podcast - November 19, 2020 20:00 - 30 minutes ★★★★★ - 14 ratingsGreg 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 enha...
Diving Deeper into Premium Financing
Penn Mutual's Possibilities Podcast - November 05, 2020 18:00 - 23 minutes ★★★★★ - 14 ratingsThis Possibilities Podcast was recorded prior to the pandemic. Penn Mutual financial professionals, Julian Movsesian and Michael Rothman, return to the Possibilities Podcast to provide you with more tools and techniques to help you close premium finance cases. If you haven’t listened to it ye...
Understanding Premium Finance
Penn Mutual's Possibilities Podcast - October 29, 2020 15:00 - 25 minutes ★★★★★ - 14 ratingsThis Possibilities Podcast was recorded prior to the pandemic. Penn Mutual financial professional, Julian Movsesian, explains how one client’s situation inspired him to create the life insurance premium financing concept. Julian and business partner Michael Rothman break down the benefits of th...
Simplify the Complexities Around Estate Planning
Penn Mutual's Possibilities Podcast - October 15, 2020 18:00 - 24 minutes ★★★★★ - 14 ratingsFor 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 ...
Become a marketing maestro with this fact finding concept
Penn Mutual's Possibilities Podcast - October 02, 2020 21:00 - 16 minutes ★★★★★ - 14 ratingsIn 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 Find...
Evolving Business in a Virtual Environment with Jake Forshag, Renee Williams and Louis Barberio
Penn Mutual's Possibilities Podcast - September 17, 2020 20:00 - 28 minutes ★★★★★ - 14 ratingsIn 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 necessaril...
Meet Gateway
Penn Mutual's Possibilities Podcast - August 31, 2020 20:00 - 6 minutes ★★★★★ - 14 ratingsGateway 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 ...
ACE – Diving Deeper with Helen Rennie
Penn Mutual's Possibilities Podcast - August 13, 2020 14:00 - 18 minutes ★★★★★ - 14 ratingsWe 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 pur...
“Teaming” for Even Greater Success
Penn Mutual's Possibilities Podcast - July 30, 2020 13:00 - 16 minutes ★★★★★ - 14 ratingsJennifer 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 o...
“Teaming” for Even Greater Success
Penn Mutual's Possibilities Podcast - July 30, 2020 13:00 - 16 minutes ★★★★★ - 14 ratingsJennifer 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 o...
Thriving in a Virtual Business Environment
Penn Mutual's Possibilities Podcast - July 16, 2020 18:00 - 44 minutes ★★★★★ - 14 ratingsM.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 di...
The Value of VUL
Penn Mutual's Possibilities Podcast - June 24, 2020 21:00 - 25 minutes ★★★★★ - 14 ratingsJim 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-payi...
Leveraging Business Relationships through Penn Mutual’s PAA Program
Penn Mutual's Possibilities Podcast - June 24, 2020 20:00 - 26 minutes ★★★★★ - 14 ratingsPhil 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...
Vulnerability and Human Connection in Business
Penn Mutual's Possibilities Podcast - June 17, 2020 17:00 - 33 minutes ★★★★★ - 14 ratingsChris 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 P...
Safety First Retirement Income Planning
Penn Mutual's Possibilities Podcast - June 11, 2020 14:00 - 20 minutes ★★★★★ - 14 ratingsDr. 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...
Getting to know the CARES Act
Penn Mutual's Possibilities Podcast - May 26, 2020 19:00 - 21 minutes ★★★★★ - 14 ratingsZach 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 co...
Discover the Value of Process Over Product
Penn Mutual's Possibilities Podcast - March 19, 2020 18:00 - 19 minutes ★★★★★ - 14 ratingsBill MacDonald, Managing Director of Executive Benefit Solutions and Chairman of My Financial Coach, shares his ‘process over product’ approach to helping executives and key employees find financial solutions through understanding and education. Bill MacDonald, Managing Director of Executive Be...
Leveraging Cognitive Biases to Promote Yourself and Your Business
Penn Mutual's Possibilities Podcast - March 12, 2020 18:00 - 35 minutes ★★★★★ - 14 ratingsTerrance McMahon—Best Selling Author, Tedx and Keynote Speaker, Business Strategist, Host of the Newly ranked “Your Voice To The World” podcast and former insurance industry CEO—talks about leveraging cognitive biases, such as reward, pain, authority and curiosity to help promote yourself and yo...
Breaking Down the SECURE Act
Penn Mutual's Possibilities Podcast - February 13, 2020 22:00 - 15 minutes ★★★★★ - 14 ratingsMeg Muldoon, Penn Mutual’s Assistant Vice President of Advanced Markets, breaks down the SECURE Act’s key components, shares tips on how you can help clients understand the impact and touches on leveraging life insurance to help clients achieve long-term retirement goals. Meg Muldoon, J.D., and...
Breaking Down the Secure Act
Penn Mutual's Possibilities Podcast - February 13, 2020 22:00 - 15 minutes ★★★★★ - 14 ratingsMeg Muldoon, Penn Mutual’s Assistant Vice President of Advanced Markets, breaks down the SECURE Act’s key components, shares tips on how you can help clients understand the impact and touches on leveraging life insurance to help clients achieve long-term retirement goals. Meg Muldoon, J.D., and...
Get Insights on Non-Qualified Plan Design
Penn Mutual's Possibilities Podcast - January 27, 2020 18:00 - 16 minutes ★★★★★ - 14 ratingsCliff Dixon, Consultant with the Pangburn Group, shares insights on Non-Qualified Plan design and why this can be a key strategy to help business owners reward and retain key employees. Cliff Dixon, MBA, is a Business Development and Plan Design Consultant with the Pangburn Group. In his 16 yea...
Leap: The Model for Financial Success
Penn Mutual's Possibilities Podcast - January 09, 2020 16:00 - 12 minutes ★★★★★ - 14 ratingsLeap 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...
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