Life Matters – A Penn Mutual Podcast

In this episode of the Life Matters Podcast, host Jenna Washatka, Head of Advanced Sales at Penn Mutual, welcomes Jonathan Forster, an estate planning attorney and leader in the private wealth space at Baker & Hostetler LLP, to discuss estate planning after tax reform and what financial professionals should know.Estate planning involves more than how much a client can pass on without paying federal estate taxes. Jonathan explains why it helps to look at the family's full financial picture and how financial professionals can help clients make decisions without overwhelming them.You'll hear about:• How recent tax changes affect estate planning• What giving assets away during life can mean for the taxes a family pays later• Why trusts need regular reviews with the client's financial, legal, and tax professionals• How to look at life insurance's value across generations of a family• What Rockefeller trusts, dynasty trusts, and private split dollar arrangements are and when they may be useful• Why giving families more control over a trust can sometimes create unexpected problemsThis episode is for financial professionals who work with high-net-worth clients or  whose wealth has recently increased. The discussion can help you ask better questions, work more closely with attorneys and tax professionals, and keep the family's wishes at the center of the planning conversation. Have a question or comment for Jenna? Drop her an email at: [email protected]   Follow Us Facebook: https://www.facebook.com/PennMutual/    Instagram: https://www.instagram.com/PennMutual/    LinkedIn: https://www.linkedin.com/company/penn-mutual/    Penn Mutual's Financial Professional Resource Site: https://gateway.pennmutual.com/   This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 9189404NS_OCT28 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual welcomes Riley Thornburgh, AVP of Product Strategy, Andrew Skyrm, AVP & Actuary, and Carla Miller, Regional Marketing Director, for an inside look at Penn Mutual’s Protection Indexed Universal Life product, also known as Protection IUL or PIUL.Protection IUL is designed for clients seeking affordable, long-term death benefit protection. Riley and Andrew discuss the strategy and pricing philosophy behind the product, where it fits within Penn Mutual’s life insurance portfolio and how it performs across a range of funding approaches. Carla then shares how financial professionals can position Protection IUL and its Enhanced Chronic Illness Accelerated Benefit Rider within client planning conversations.You’ll hear insights on:• Which clients may benefit from a protection-focused life insurance solution• How Protection IUL can provide affordable, long-term death benefit protection• How different payment options can help address a range of client needs• How the Enhanced Chronic Illness Accelerated Benefit Rider may provide added protection following a qualifying chronic illness• How financial professionals can introduce protection and chronic illness planning in client-friendly languageThis episode is designed for financial professionals who want to better understand Protection IUL, identify potential client opportunities and explore how death benefit protection and chronic illness planning can work together within a comprehensive financial strategy.Have a question or comment for Bill? Drop him an email at: [email protected]   Follow Us Facebook: https://www.facebook.com/PennMutual/    Instagram: https://www.instagram.com/PennMutual/    LinkedIn: https://www.linkedin.com/company/penn-mutual/    Penn Mutual's Financial Professional Resource Site: https://gateway.pennmutual.com/  This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 9137235NS_SEP28 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, welcomes Hunter Gimbel, CEO and Managing Partner of Gaber Group, for a conversation about the power of collaboration and how strategic partnerships can help financial professionals grow their practices with greater confidence. Successful financial professionals understand they do not have to navigate every opportunity alone. Hunter shares how mentorship, joint work and partnerships with other financial professionals have shaped his career, strengthened his firm and helped deliver greater value to clients. He also explores how relationships with attorneys, CPAs and other professional advisors can create new opportunities and lead to better client outcomes. You'll hear insights on: • How collaboration can help financial professionals strengthen their expertise and grow their practices • The role mentorship and joint work can play in professional development • What to consider when selecting the right strategic partner • How technology is making collaboration easier across geographic boundaries • The value of partnering with attorneys, CPAs and other professional advisors • How strong partnerships can enhance client relationships and generate referrals This episode is designed for financial professionals looking to expand their capabilities, navigate complex client needs, and understand how the right collaborative relationships can help them deliver greater value and build a stronger practice. Have a question or comment for Bill? Drop him an email at: [email protected]   Follow Us Facebook: https://www.facebook.com/PennMutual/   Instagram: https://www.instagram.com/PennMutual/  LinkedIn: https://www.linkedin.com/company/penn-mutual/   Penn Mutual's Financial Professional Resource Site: https://gateway.pennmutual.com/   This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.  9065409NS_AUG28 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, welcomes John “Hutch” Hutchinson, Founder of BankingTruths.com, and Mark Jones, Director of Multilife Sales at Penn Mutual, for a conversation on multilife opportunities and how financial professionals can approach these cases with greater confidence. Multilife cases can be complex, particularly when covering larger groups, but the right technology and support can make the process significantly more manageable for financial professionals. Hutch and Mark share insights from a real client case, exploring why a multilife solution made sense, how the case came together, and how Penn Mutual’s Accelerated MultiLife Platform (AMP) helped streamline the experience. You'll hear insights on: • How financial professionals can identify potential multilife and Employee Stock Ownership Plan (ESOP) opportunities • The differences between simplified issue and guaranteed issue underwriting • How AMP helps create a more efficient digital experience • Lessons learned from a real multilife client case • The value of leveraging support and expertise throughout the process This episode is designed for financial professionals looking to better understand multilife planning opportunities and discover how the right resources and approach can help simplify the experience for both their firms and their clients.   Have a question or comment for Bill? Drop him an email at: [email protected]   Follow Us Facebook: https://www.facebook.com/PennMutual/    Instagram: https://www.instagram.com/PennMutual/   LinkedIn: https://www.linkedin.com/company/penn-mutual/    Penn Mutual's Financial Professional Resource Site: https://gateway.pennmutual.com/   This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.  Accumulation Whole Life (Policy form number 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. This product is not offered in New York. Accumulation IUL (Policy form ICC22-PI-IFL) is an indexed universal life policy issued by The Penn Insurance and Annuity Company, a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Policy form numbers may vary by state. Products and features may not be available in all states. This product is not offered in New York. Accumulation Variable Universal Life (ICC23-PI-VFL) is a flexible premium, adjustable variable universal life insurance policy offered by the Penn Insurance and Annuity Company, a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Policy form numbers vary by state. Product availability and features may vary by state. This product is not offered in New York. 9031033NS_JUL28  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, welcomes Daria Lee Sharman, Executive Director of Launch by NTT DATA, and Nick Bowman, Co-Founder of Xcela AI, for a conversation on artificial intelligence and its growing role in financial services.  As AI continues to gain attention across industries, many financial professionals are asking how it may impact their businesses, client relationships, and day-to-day operations. Daria and Nick share practical perspectives on how AI is being used today to improve efficiency, streamline administrative tasks, enhance client communication, and support business growth.  You'll hear insights on:  • How financial professionals and insurance carriers are using AI today  • Why AI is unlikely to replace trusted financial professionals  • Practical AI tools that may help improve efficiency  • Common misconceptions about AI adoption  • Data privacy and security considerations  • How AI may shape the future of financial services  This episode is designed for financial professionals looking to better understand AI and explore practical ways to leverage emerging technology while maintaining the human relationships that drive long-term client success.  Have a question or comment for Bill or Jenna? Drop him an email at: [email protected]     Follow Us Facebook: https://www.facebook.com/PennMutual/      Instagram: https://www.instagram.com/PennMutual/      LinkedIn: https://www.linkedin.com/company/penn-mutual/      Penn Mutual's Financial Professional Resource Site: https://gateway.pennmutual.com/    Artificially Planned Advance Sales Insight: Artificially planned | Gateway | Penn Mutual This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.  8987212NS_JUN28 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.