https://simplecast.com Life Matters – A Penn Mutual Podcast Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the latest market trends or you want tips on how to boost your performance, this is the podcast for you. Grow a stronger practice, today. 2023 Penn Mutual en Tue, 31 Mar 2026 04:00:00 +0000 Tue, 31 Mar 2026 14:59:48 +0000 https://life-matters.simplecast.com Life Matters – A Penn Mutual Podcast https://image.simplecastcdn.com/images/a2133607-879a-43e3-8e51-0a3c885eaca0/55e2b24f-7beb-4586-8418-07069ed0c311/3000x3000/life-matters-podcast-logo.jpg?aid=rss_feed https://life-matters.simplecast.com episodic Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the latest market trends or you want tips on how to boost your performance, this is the podcast for you. Grow a stronger practice, today. Penn Mutual false https://feeds.simplecast.com/gScCkyVX Penn Mutual stories@amazemedialabs.com d2130509-ecdd-4eab-b0db-16352d541e75 Women & the Great Wealth Transfer: 3 Firm Leaders on Winning the New Standard in Finance In this Women’s History Month special of Life Matters, Bill Bell and Jenna Washatka spotlight three powerhouse practice owners redefining what modern financial planning looks like as wealth shifts into women’s hands.

First, Deborah Stavis, CFP® and CEO of Stavis Wealth Transfer Solutions, shares how she built integrated, relationship-driven planning and why women’s readiness for the wealth transfer is about confidence, not competence. 

Then Jennifer Larson and Jessica Walker, co-founders of Wohlstand Wealth Strategies, explain how they designed a client experience that helps women feel seen, heard, and empowered, plus how community leadership and a true partnership model can strengthen outcomes for clients. 

If you serve families, business owners, or multigenerational clients, this episode is packed with perspective you can apply immediately, especially as the “women’s market” becomes the mainstream future of wealth.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us Facebook: https://www.facebook.com/PennMutual/ 

Instagram: https://www.instagram.com/PennMutual/ 

LinkedIn: https://www.linkedin.com/company/penn-mutual/ 

Presented by Penn Mutual: https://www.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.

8828741NS_MAR28


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Tue, 31 Mar 2026 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Jenna Washatka, Deborah Stavis, Jennifer Larsen, Jessica Walker) https://life-matters.simplecast.com/episodes/women-the-great-wealth-transfer-3-firm-leaders-on-winning-the-new-standard-in-finance-6BeKNuVt In this Women’s History Month special of Life Matters, Bill Bell and Jenna Washatka spotlight three powerhouse practice owners redefining what modern financial planning looks like as wealth shifts into women’s hands.

First, Deborah Stavis, CFP® and CEO of Stavis Wealth Transfer Solutions, shares how she built integrated, relationship-driven planning and why women’s readiness for the wealth transfer is about confidence, not competence. 

Then Jennifer Larson and Jessica Walker, co-founders of Wohlstand Wealth Strategies, explain how they designed a client experience that helps women feel seen, heard, and empowered, plus how community leadership and a true partnership model can strengthen outcomes for clients. 

If you serve families, business owners, or multigenerational clients, this episode is packed with perspective you can apply immediately, especially as the “women’s market” becomes the mainstream future of wealth.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us Facebook: https://www.facebook.com/PennMutual/ 

Instagram: https://www.instagram.com/PennMutual/ 

LinkedIn: https://www.linkedin.com/company/penn-mutual/ 

Presented by Penn Mutual: https://www.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.

8828741NS_MAR28


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Women & the Great Wealth Transfer: 3 Firm Leaders on Winning the New Standard in Finance Bill Bell, Jenna Washatka, Deborah Stavis, Jennifer Larsen, Jessica Walker 00:59:11 Women in finance share how they’re leading the great wealth transfer and reshaping client relationships for long-term success. Women in finance share how they’re leading the great wealth transfer and reshaping client relationships for long-term success. false full 3 3 f10ba153-649c-4177-baa2-fcfebd58a768 Why Mutuality is Penn Mutual's Superpower In this special episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Dave O’Malley, Chairman, President, and CEO of Penn Mutual, to break down what’s driving Penn Mutual’s momentum and what it means for financial professionals throughout 2026. 

You’ll hear practical insights on: 

• What’s behind Penn Mutual’s record setting growth in 2025  

• Why consistent execution not good intentions is what wins in today’s market 

• How a diversified product portfolio helps financial professionals pivot as trends shift • Why mutuality is a long-term advantage for policyholders and the professionals who serve them 

• What’s ahead in 2026: top-tier service, corporate marketplace opportunities, and platform innovation 

 

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com   

Follow Us Facebook: https://www.facebook.com/PennMutual/   

Instagram: https://www.instagram.com/PennMutual/    

LinkedIn: https://www.linkedin.com/company/penn-mutual/   

Presented by Penn Mutual: https://www.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. 

8761957NS_FEB28 


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 25 Feb 2026 05:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Dave O’Malley) https://life-matters.simplecast.com/episodes/why-mutuality-is-penn-mutuals-superpower-y8tkUXeh In this special episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Dave O’Malley, Chairman, President, and CEO of Penn Mutual, to break down what’s driving Penn Mutual’s momentum and what it means for financial professionals throughout 2026. 

You’ll hear practical insights on: 

• What’s behind Penn Mutual’s record setting growth in 2025  

• Why consistent execution not good intentions is what wins in today’s market 

• How a diversified product portfolio helps financial professionals pivot as trends shift • Why mutuality is a long-term advantage for policyholders and the professionals who serve them 

• What’s ahead in 2026: top-tier service, corporate marketplace opportunities, and platform innovation 

 

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com   

Follow Us Facebook: https://www.facebook.com/PennMutual/   

Instagram: https://www.instagram.com/PennMutual/    

LinkedIn: https://www.linkedin.com/company/penn-mutual/   

Presented by Penn Mutual: https://www.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. 

8761957NS_FEB28 


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Why Mutuality is Penn Mutual's Superpower Bill Bell, Dave O’Malley 00:40:33 Penn Mutual CEO Dave O’Malley breaks down why the company keeps winning and how it impacts advisors in today’s evolving marketplace. Penn Mutual CEO Dave O’Malley breaks down why the company keeps winning and how it impacts advisors in today’s evolving marketplace. false full 2 3 aa34c615-3fd5-446c-b1d6-947e7df72763 The Smarter Way to Approach Financial Planning for Physicians In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Jason O’Dell, Managing Partner, and Carole Foos, Chief Financial Officer of OJM Group (now part of Earned), to explore why physicians are one of the most underserved client segments and how financial professionals can work with them more effectively.

You’ll hear practical insights on:


• Why doctors can feel intimidating to work with and how to overcome common challenges
• How an education-first approach helps attract and retain the right physician clients
• How healthcare consolidation impacts both practice and personal planning
• Balancing student loan debt, retirement savings, and long-term financial goals
• Where life insurance fits, from protection and tax-efficient income to asset protection and business planning

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

For federal income tax purposes, life insurance death benefits generally pay income tax-free to beneficiaries pursuant to IRC Sec. 101(a)(1). In certain situations, however, life insurance death benefits may be partially or wholly taxable. Situations include, but are not limited to: the transfer of a life insurance policy for valuable consideration unless the transfer qualifies for an exception under IRC Sec. 101(a)(2)(i.e. the transfer-for-value rule); arrangements that lack an insurable interest based on state law; and an employer-owned policy unless the policy qualifies for an exception under IRC Sec. 101(j).

8716108NS_JAN28


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 28 Jan 2026 05:00:00 +0000 stories@amazemedialabs.com (Jason O’Dell, Carole Foos, Bill Bell) https://life-matters.simplecast.com/episodes/the-smarter-way-to-approach-financial-planning-for-physicians-WUzOntWN In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Jason O’Dell, Managing Partner, and Carole Foos, Chief Financial Officer of OJM Group (now part of Earned), to explore why physicians are one of the most underserved client segments and how financial professionals can work with them more effectively.

You’ll hear practical insights on:


• Why doctors can feel intimidating to work with and how to overcome common challenges
• How an education-first approach helps attract and retain the right physician clients
• How healthcare consolidation impacts both practice and personal planning
• Balancing student loan debt, retirement savings, and long-term financial goals
• Where life insurance fits, from protection and tax-efficient income to asset protection and business planning

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

For federal income tax purposes, life insurance death benefits generally pay income tax-free to beneficiaries pursuant to IRC Sec. 101(a)(1). In certain situations, however, life insurance death benefits may be partially or wholly taxable. Situations include, but are not limited to: the transfer of a life insurance policy for valuable consideration unless the transfer qualifies for an exception under IRC Sec. 101(a)(2)(i.e. the transfer-for-value rule); arrangements that lack an insurable interest based on state law; and an employer-owned policy unless the policy qualifies for an exception under IRC Sec. 101(j).

8716108NS_JAN28


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Smarter Way to Approach Financial Planning for Physicians Jason O’Dell, Carole Foos, Bill Bell 00:38:17 How financial professionals can serve physicians more effectively despite complexity and industry misconceptions. How financial professionals can serve physicians more effectively despite complexity and industry misconceptions. false full 1 3 f887976f-82ff-4061-bf63-2db7390c2361 Top Planning Insights Financial Professionals Need Going Into 2026 In this special year-end episode of the Life Matters Podcast, Bill Bell and co-host Jenna Washatka look back at their favorite moments of 2025, the topmost listened to episodes of 2025, and celebrate the show’s 25th episode milestone.

You’ll hear highlights from the year’s most valuable conversations, including:

  • What the Accelerated MultiLife Platform (AMP) means for executive benefits and multilife market
  • Essential insights on special needs planning, tax reform, and H.R. 1
  • When Management Services Organizations (MSOs) make sense for business owners and where life insurance fits
  • Modern estate and advanced planning strategies

Whether you focus on business owners, special needs families, or high-net-worth estate planning, this recap is packed with advanced sales insights you can use in client conversations right away.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

8655118NS_DEC27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 17 Dec 2025 05:00:00 +0000 stories@amazemedialabs.com (Jenna Washatka, Bill Bell) https://life-matters.simplecast.com/episodes/top-planning-insights-financial-professionals-need-going-into-2026-4ED7S_kh In this special year-end episode of the Life Matters Podcast, Bill Bell and co-host Jenna Washatka look back at their favorite moments of 2025, the topmost listened to episodes of 2025, and celebrate the show’s 25th episode milestone.

You’ll hear highlights from the year’s most valuable conversations, including:

  • What the Accelerated MultiLife Platform (AMP) means for executive benefits and multilife market
  • Essential insights on special needs planning, tax reform, and H.R. 1
  • When Management Services Organizations (MSOs) make sense for business owners and where life insurance fits
  • Modern estate and advanced planning strategies

Whether you focus on business owners, special needs families, or high-net-worth estate planning, this recap is packed with advanced sales insights you can use in client conversations right away.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

8655118NS_DEC27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Top Planning Insights Financial Professionals Need Going Into 2026 Jenna Washatka, Bill Bell 00:46:34 Bill Bell and Jenna Washatka reflect on the lessons, insights, and stories that defined 2025 for financial professionals. Bill Bell and Jenna Washatka reflect on the lessons, insights, and stories that defined 2025 for financial professionals. false full 12 2 f9abb5be-d01b-4345-960f-4edc15a58cdc 2026 Planning Questions from the Field In this special episode of Life Matters Podcast, hosts Bill Bell, VP of Advanced Sales, and Jenna Washatka, Director of Advanced Sales, bring together the entire Penn Mutual Advanced Sales team for a unique financial professional driven conversation built mostly from questions submitted by financial professionals across the country.

Joining the discussion are Lindsay Cigler, Amy Bryant, George Bradley, Jay Perlman, and Bruce Guillemette, Directors of Advanced Sales, as they tackle the most timely and technical topics shaping today’s advanced planning landscape. From the effects of new legislation to evolving executive benefit strategies and emerging market opportunities in 2026, this roundtable offers expert perspectives from every angle.

Key Takeaways:

  • How the Triple B and interest rate changes are influencing the advanced planning marketplace
  • Why income tax and estate planning remain crucial for the middle affluent
  • The evolving role of executive benefits, Restricted Executive Bonus Arrangements (REBAs), and premium financing in business-owner planning
  • The story behind “Life Insurance as an Alternate Asset” and how it’s changing client conversations

Whether you’re a financial professional, or industry partner, this episode delivers expert insight and practical strategies straight from Penn Mutual’s Advanced Sales team.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

8616185NS_NOV27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Mon, 24 Nov 2025 05:00:00 +0000 stories@amazemedialabs.com (Bruce Guillemette, Bill Bell, George Bradley, Lindsay Cigler, Jay Perlman, Amy Bryant, Jenna Washaka) https://life-matters.simplecast.com/episodes/2026-planning-questions-from-the-field-yyFrm8T2 In this special episode of Life Matters Podcast, hosts Bill Bell, VP of Advanced Sales, and Jenna Washatka, Director of Advanced Sales, bring together the entire Penn Mutual Advanced Sales team for a unique financial professional driven conversation built mostly from questions submitted by financial professionals across the country.

Joining the discussion are Lindsay Cigler, Amy Bryant, George Bradley, Jay Perlman, and Bruce Guillemette, Directors of Advanced Sales, as they tackle the most timely and technical topics shaping today’s advanced planning landscape. From the effects of new legislation to evolving executive benefit strategies and emerging market opportunities in 2026, this roundtable offers expert perspectives from every angle.

Key Takeaways:

  • How the Triple B and interest rate changes are influencing the advanced planning marketplace
  • Why income tax and estate planning remain crucial for the middle affluent
  • The evolving role of executive benefits, Restricted Executive Bonus Arrangements (REBAs), and premium financing in business-owner planning
  • The story behind “Life Insurance as an Alternate Asset” and how it’s changing client conversations

Whether you’re a financial professional, or industry partner, this episode delivers expert insight and practical strategies straight from Penn Mutual’s Advanced Sales team.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

8616185NS_NOV27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> 2026 Planning Questions from the Field Bruce Guillemette, Bill Bell, George Bradley, Lindsay Cigler, Jay Perlman, Amy Bryant, Jenna Washaka 00:59:03 We answer real advisor questions on trusts, tax strategies, and planning tools plus some fun Thanksgiving moments with the Advanced Sales team. We answer real advisor questions on trusts, tax strategies, and planning tools plus some fun Thanksgiving moments with the Advanced Sales team. false full 11 2 2696f04e-1800-49e7-b7ff-30b595939335 Why Management Service Organizations (MSOs) Can Be a Game Changer for Business Owners Tax planning is one of the most pressing challenges for business owners, and Penn Mutual is helping financial professionals uncover strategies that can preserve cash flow, protect assets, and strengthen succession planning. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, is joined by Alex Jones, Founder of Guardian Tax Consultants, to break down the role of Management Services Organizations (MSOs) in advanced planning.

Together, they explore how MSOs can reduce taxable income, provide creditor protection, and create liquidity that can be redirected into long-term growth and life insurance strategies. They also highlight the industries where MSOs are most effective, the process of establishing one, and how these tools fit into broader business planning conversations.

In this episode, you’ll learn:
• What an MSO is and how it works in practice
• Why physicians, attorneys, and business owners are strong candidates
• How S corporations and C corporations work together to improve cash flow

• Where life insurance integrates into MSO strategies for risk transfer and wealth preservation

If you’re advising high-income business owners or looking to expand your tax-smart planning toolkit, this conversation offers actionable insights and proven strategies to better serve your clients with confidence.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

8475304NS_OCT27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 29 Oct 2025 04:00:00 +0000 stories@amazemedialabs.com (Alex Jones, Bill Bell) https://life-matters.simplecast.com/episodes/why-management-service-organizations-msos-are-a-game-changer-for-business-owners-Pyf_Rks9 Tax planning is one of the most pressing challenges for business owners, and Penn Mutual is helping financial professionals uncover strategies that can preserve cash flow, protect assets, and strengthen succession planning. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, is joined by Alex Jones, Founder of Guardian Tax Consultants, to break down the role of Management Services Organizations (MSOs) in advanced planning.

Together, they explore how MSOs can reduce taxable income, provide creditor protection, and create liquidity that can be redirected into long-term growth and life insurance strategies. They also highlight the industries where MSOs are most effective, the process of establishing one, and how these tools fit into broader business planning conversations.

In this episode, you’ll learn:
• What an MSO is and how it works in practice
• Why physicians, attorneys, and business owners are strong candidates
• How S corporations and C corporations work together to improve cash flow

• Where life insurance integrates into MSO strategies for risk transfer and wealth preservation

If you’re advising high-income business owners or looking to expand your tax-smart planning toolkit, this conversation offers actionable insights and proven strategies to better serve your clients with confidence.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.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.

8475304NS_OCT27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Why Management Service Organizations (MSOs) Can Be a Game Changer for Business Owners Alex Jones, Bill Bell 00:32:58 How business owners use MSOs to reduce tax, build protection, and reinvest more capital inside their enterprises. How business owners use MSOs to reduce tax, build protection, and reinvest more capital inside their enterprises. false full 10 2 fb2765da-e197-48e0-90a2-ae5979599804 Special Needs Planning: What Every Financial Professional Must Know Special needs planning is one of the most important and often overlooked areas in financial services, and Penn Mutual is equipping financial professionals with the tools and expertise to make a meaningful impact. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, is joined by Jenna Washatka, Director of Advanced Sales at Penn Mutual, and special guest Pat Bergmaier, financial planner with 1847Financial, to explore how thoughtful planning can protect benefits, provide lifelong care, and bring peace of mind to families with loved ones who have special needs.

Together, they unpack why specialization matters, how to avoid costly mistakes, and the unique planning strategies that set this market apart. They also highlight resources like Penn Mutual’s Special Needs Planning Directory and tools available through Gateway to help financial professionals partner with experts when cases arise.

In this episode, you’ll learn:

• Why special needs planning requires specialized knowledge

• The role of special needs trusts in protecting benefits and funding care

• How “three-person retirement” changes traditional planning conversations

• Where to find resources and credentialing to deepen your expertise

If you’re advising families or want to expand into this vital area of planning, this episode offers both inspiration and practical direction to better serve clients with confidence.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/  

Presented by Penn Mutual: https://www.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.

8395591NS_SEP27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 24 Sep 2025 04:00:00 +0000 stories@amazemedialabs.com (Pat Bergmaier, Jenna Washaka, Bill Bell) https://life-matters.simplecast.com/episodes/special-needs-planning-what-every-financial-professional-must-know-2FspL5jD Special needs planning is one of the most important and often overlooked areas in financial services, and Penn Mutual is equipping financial professionals with the tools and expertise to make a meaningful impact. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, is joined by Jenna Washatka, Director of Advanced Sales at Penn Mutual, and special guest Pat Bergmaier, financial planner with 1847Financial, to explore how thoughtful planning can protect benefits, provide lifelong care, and bring peace of mind to families with loved ones who have special needs.

Together, they unpack why specialization matters, how to avoid costly mistakes, and the unique planning strategies that set this market apart. They also highlight resources like Penn Mutual’s Special Needs Planning Directory and tools available through Gateway to help financial professionals partner with experts when cases arise.

In this episode, you’ll learn:

• Why special needs planning requires specialized knowledge

• The role of special needs trusts in protecting benefits and funding care

• How “three-person retirement” changes traditional planning conversations

• Where to find resources and credentialing to deepen your expertise

If you’re advising families or want to expand into this vital area of planning, this episode offers both inspiration and practical direction to better serve clients with confidence.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/  

Presented by Penn Mutual: https://www.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.

8395591NS_SEP27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Special Needs Planning: What Every Financial Professional Must Know Pat Bergmaier, Jenna Washaka, Bill Bell 00:47:36 Special needs planning requires empathy and expertise. Pat Bergmaier shares strategies, tools, and insights for financial professionals. Special needs planning requires empathy and expertise. Pat Bergmaier shares strategies, tools, and insights for financial professionals. false full 9 2 8de10d9f-5573-4caf-85b1-c19fe3355f6e How Multilife Planning is Revolutionizing Executive Benefits Multilife sales are opening new doors for financial professionals and Penn Mutual is making it easier than ever to step in. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Justin Gladieux and Michael Ori, co-founders of Institutional Architects, to explore how guaranteed and simplified issue life insurance can transform executive benefit strategies.

They unpack how multilife works, where the biggest opportunities are, and why industries from professional services to large corporations are turning to these solutions to fund long-term obligations, reward key talent, and strengthen succession plans.

Then, Bill is joined by Jennifer Ortel, VP of MultiLife Operations at Penn Mutual, for an inside look at AMP the new Accelerated MultiLife Platform delivering a fully digital, paperless experience from enrollment to policy issue.

In this episode, you’ll learn:

• How multilife sales differ from traditional life insurance

• Key markets and case types where multilife thrives

• Why guaranteed issue can be a game-changer for large groups

• How AMP streamlines implementation for cases from 10 to 2,500 lives

If you’re advising business owners, professional firms, or executive teams, this episode is your guide to tapping into a high-potential market with the tools to serve it effectively.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

8306456NS_AUG27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 27 Aug 2025 04:00:00 +0000 stories@amazemedialabs.com (Justin Gladieux, Michael Ori, Jennifer Ortale, Bill Bell) https://life-matters.simplecast.com/episodes/how-multilife-planning-revolutionizing-executive-benefits-wSx_okdp Multilife sales are opening new doors for financial professionals and Penn Mutual is making it easier than ever to step in. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Justin Gladieux and Michael Ori, co-founders of Institutional Architects, to explore how guaranteed and simplified issue life insurance can transform executive benefit strategies.

They unpack how multilife works, where the biggest opportunities are, and why industries from professional services to large corporations are turning to these solutions to fund long-term obligations, reward key talent, and strengthen succession plans.

Then, Bill is joined by Jennifer Ortel, VP of MultiLife Operations at Penn Mutual, for an inside look at AMP the new Accelerated MultiLife Platform delivering a fully digital, paperless experience from enrollment to policy issue.

In this episode, you’ll learn:

• How multilife sales differ from traditional life insurance

• Key markets and case types where multilife thrives

• Why guaranteed issue can be a game-changer for large groups

• How AMP streamlines implementation for cases from 10 to 2,500 lives

If you’re advising business owners, professional firms, or executive teams, this episode is your guide to tapping into a high-potential market with the tools to serve it effectively.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

8306456NS_AUG27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> How Multilife Planning is Revolutionizing Executive Benefits Justin Gladieux, Michael Ori, Jennifer Ortale, Bill Bell 00:57:12 How financial professionals use multi life insurance to serve business clients and simplify executive benefits. How financial professionals use multi life insurance to serve business clients and simplify executive benefits. false full 8 2 316e2b50-42ca-465f-9009-4a1a51541cf8 What Tax Reform Really Means for the Life Insurance Industry The biggest tax reform in years has officially been signed into law and it brings sweeping changes that financial professionals can’t afford to ignore.

In this episode of The Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Jen Fox, VP of Government Affairs at Finseca, to break down what’s in the Triple B Tax Bill (H.R. 1) and how it impacts your clients.

Whether you're advising on estate planning, Qualified Business Income (QBI), State and Local Tax (SALT) deductions, or life insurance strategies, this episode is your roadmap to the new rules.

In this episode, you’ll learn:
• Why H.R. 1 is a win for the life insurance profession
• Key tax changes every financial professional must understand
• How estate tax exemptions, QBI, and SALT rules are evolving
• What might be coming next in a second reconciliation bill

Keep your strategies sharp. Tune in to explore key insights that can help you navigate what’s next. 

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

8191212NS_JUL27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 23 Jul 2025 04:00:00 +0000 stories@amazemedialabs.com (Jen Fox, Bill Bell) https://life-matters.simplecast.com/episodes/what-tax-reform-really-means-for-the-life-insurance-industry-5NzjG2_0 The biggest tax reform in years has officially been signed into law and it brings sweeping changes that financial professionals can’t afford to ignore.

In this episode of The Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Jen Fox, VP of Government Affairs at Finseca, to break down what’s in the Triple B Tax Bill (H.R. 1) and how it impacts your clients.

Whether you're advising on estate planning, Qualified Business Income (QBI), State and Local Tax (SALT) deductions, or life insurance strategies, this episode is your roadmap to the new rules.

In this episode, you’ll learn:
• Why H.R. 1 is a win for the life insurance profession
• Key tax changes every financial professional must understand
• How estate tax exemptions, QBI, and SALT rules are evolving
• What might be coming next in a second reconciliation bill

Keep your strategies sharp. Tune in to explore key insights that can help you navigate what’s next. 

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

8191212NS_JUL27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> What Tax Reform Really Means for the Life Insurance Industry Jen Fox, Bill Bell 00:33:40 HR1 is here. Learn what’s changed in tax law and why the life insurance profession is calling this legislation a major win. HR1 is here. Learn what’s changed in tax law and why the life insurance profession is calling this legislation a major win. false full 7 2 22a2138a-ccee-4a44-a0a6-6329a1563335 How This Former Attorney Helps Clients Actually Build Wealth In this episode of Life Matters, a Penn Mutual podcast, Bill Bell, VP of Advanced Sales, sits down with Ruvin Levavi, former trust and estate attorney and now Founder of Power Forward Group to explore how financial professionals can effectively serve specialized niches, such as corporate attorneys, and address their unique planning needs. 

Ruvin shares firsthand insights into why many high-earning professionals feel financially stuck—and how strategic planning, including the use of life insurance as a non-correlated asset, can help unlock long-term financial freedom.

In this episode, you’ll gain perspective on:
• How to guide high-earning professionals in optimizing their benefits and 401(k) allocations
• Risk management strategies using both term and whole life coverage
• The role of non-correlated assets in a high-income client portfolio
• How to engage time-strapped professionals in long-term planning

Tune in now for actionable insights you can use to elevate your conversations with legal professionals and other high-income clients.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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. 

8090431NS_JUN27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 25 Jun 2025 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Ruvin Levavi) https://life-matters.simplecast.com/episodes/how-this-former-attorney-helps-clients-actually-build-wealth-_NIaqZZy In this episode of Life Matters, a Penn Mutual podcast, Bill Bell, VP of Advanced Sales, sits down with Ruvin Levavi, former trust and estate attorney and now Founder of Power Forward Group to explore how financial professionals can effectively serve specialized niches, such as corporate attorneys, and address their unique planning needs. 

Ruvin shares firsthand insights into why many high-earning professionals feel financially stuck—and how strategic planning, including the use of life insurance as a non-correlated asset, can help unlock long-term financial freedom.

In this episode, you’ll gain perspective on:
• How to guide high-earning professionals in optimizing their benefits and 401(k) allocations
• Risk management strategies using both term and whole life coverage
• The role of non-correlated assets in a high-income client portfolio
• How to engage time-strapped professionals in long-term planning

Tune in now for actionable insights you can use to elevate your conversations with legal professionals and other high-income clients.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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. 

8090431NS_JUN27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> How This Former Attorney Helps Clients Actually Build Wealth Bill Bell, Ruvin Levavi 00:34:36 Learn why young attorneys need tailored financial plans—Ruvin Lavavi explains using life insurance, smart 401(k) moves, and debt-management tips. Learn why young attorneys need tailored financial plans—Ruvin Lavavi explains using life insurance, smart 401(k) moves, and debt-management tips. false full 6 2 1f1a50f1-9539-448c-abde-d209efadac43 The #1 Marketing Mistake Financial Professionals Are Still Making in 2025 The way clients discover and choose financial professionals has evolved—and outdated marketing tactics just don’t cut it anymore.

In this episode of the Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Samantha Russell, Chief Evangelist at FMG, to discuss how modern marketing is reshaping the financial services industry. From the rise of short-form video to the importance of authenticity and consistency, Samantha shares practical strategies to help financial professionals stay relevant and build trust in today’s digital world.

In this episode, you’ll learn:

  • Why old-school marketing no longer works
  • How short-form content builds visibility and trust
  • The power of “done over perfect”
  • Tips for growing your personal brand at scale

Tune in now to modernize your approach and future-proof your practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

7969832NS_MAY27 


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 28 May 2025 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Samantha Russell) https://life-matters.simplecast.com/episodes/the-1-marketing-mistake-financial-professionals-are-still-making-in-2025-Qsbxzd7d The way clients discover and choose financial professionals has evolved—and outdated marketing tactics just don’t cut it anymore.

In this episode of the Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Samantha Russell, Chief Evangelist at FMG, to discuss how modern marketing is reshaping the financial services industry. From the rise of short-form video to the importance of authenticity and consistency, Samantha shares practical strategies to help financial professionals stay relevant and build trust in today’s digital world.

In this episode, you’ll learn:

  • Why old-school marketing no longer works
  • How short-form content builds visibility and trust
  • The power of “done over perfect”
  • Tips for growing your personal brand at scale

Tune in now to modernize your approach and future-proof your practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

7969832NS_MAY27 


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The #1 Marketing Mistake Financial Professionals Are Still Making in 2025 Bill Bell, Samantha Russell 00:46:08 Discover why outdated marketing tactics aren’t cutting it—and what financial pros can do to connect, build trust, and grow in a digital-first world. Discover why outdated marketing tactics aren’t cutting it—and what financial pros can do to connect, build trust, and grow in a digital-first world. false full 5 2 5bcb4d0f-9c78-494c-b3b6-985f03a48abb Before You Use Premium Financing… Watch This! Premium financing is often pitched as a silver bullet for high-net-worth clients—but is it really that simple? In this episode of the Life Matters Podcast, we’re cutting through the industry noise and getting real about what works… and what doesn’t. 

Join Bill Bell, Penn Mutual’s VP of Advanced Sales, as he sits down with Marc Schechter, President of Schechter Wealth, for a candid conversation about the real-world mechanics of premium financing. With decades of experience and a second-generation firm behind him, Marc pulls back the curtain on the strategies, the risks, and the mindset needed to serve clients at the highest level. 

What you’ll learn:

  • The biggest myths financial professionals still believe about premium financing 
  • How to identify if it’s truly the right fit for your client 
  • Why Marc scaled to a 75-person advisory team without sacrificing trust 
  • What every financial professional should consider before offering financing 
  • The long game: interest rates, returns, and the bigger picture 

If you're a financial professional who wants to separate hype from reality—and grow your practice with integrity—this episode is a must.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com  

Follow Us

Presented by Penn Mutual
www.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. 

7880566NS_APR27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 30 Apr 2025 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Marc Schechter) https://life-matters.simplecast.com/episodes/before-you-use-premium-financing-watch-this-kRwVcGlx Premium financing is often pitched as a silver bullet for high-net-worth clients—but is it really that simple? In this episode of the Life Matters Podcast, we’re cutting through the industry noise and getting real about what works… and what doesn’t. 

Join Bill Bell, Penn Mutual’s VP of Advanced Sales, as he sits down with Marc Schechter, President of Schechter Wealth, for a candid conversation about the real-world mechanics of premium financing. With decades of experience and a second-generation firm behind him, Marc pulls back the curtain on the strategies, the risks, and the mindset needed to serve clients at the highest level. 

What you’ll learn:

  • The biggest myths financial professionals still believe about premium financing 
  • How to identify if it’s truly the right fit for your client 
  • Why Marc scaled to a 75-person advisory team without sacrificing trust 
  • What every financial professional should consider before offering financing 
  • The long game: interest rates, returns, and the bigger picture 

If you're a financial professional who wants to separate hype from reality—and grow your practice with integrity—this episode is a must.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com  

Follow Us

Presented by Penn Mutual
www.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. 

7880566NS_APR27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Before You Use Premium Financing… Watch This! Bill Bell, Marc Schechter 00:33:35 Marc Schechter joins Bill Bell to set the record straight on premium financing and share insights on growing a modern advisory firm with purpose. Marc Schechter joins Bill Bell to set the record straight on premium financing and share insights on growing a modern advisory firm with purpose. false full 4 2 aeadd078-c252-4481-b1a9-78bfcd1e6b24 Closing the Gender Gap: Women Leading the Future of Finance Women are transforming the financial industry with expertise, leadership, and a client-first mindset. As more women take on financial professional roles, they’re building trust, specializing in niche markets, and addressing the unique financial needs of business owners and families.

In this episode of the Life Matters Podcast, Bill Bell Penn Mutual’s VP of Advanced Sales and Jenna Washatka Penn Mutual’s Director of Advanced Sales at Penn Mutual, speak with Kate Seastone, CEO of Simplicit Financial, and Claire Gallagher, a financial professional with Empire Wealth Strategies, to discuss how women are reshaping financial services and making a lasting impact on clients and the industry.

Key Topics Covered:

• How women financial professionals build trust and lasting client relationships

• The power of niche specialization in financial services

• Why exit planning is critical for business owners

• Closing the gender gap in financial planning

• The role of mentorship in career growth and advancement

Whether you're a financial professional, business owner, or simply interested in the future of financial services, this episode delivers valuable insights and expert perspectives. You won’t want to miss it!

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

7753558NS_MAR27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 26 Mar 2025 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Jenna Washaka, Kate Seastone, Claire Gallagher) https://life-matters.simplecast.com/episodes/closing-the-gender-gap-women-leading-the-future-of-finance-7q5rDuZV Women are transforming the financial industry with expertise, leadership, and a client-first mindset. As more women take on financial professional roles, they’re building trust, specializing in niche markets, and addressing the unique financial needs of business owners and families.

In this episode of the Life Matters Podcast, Bill Bell Penn Mutual’s VP of Advanced Sales and Jenna Washatka Penn Mutual’s Director of Advanced Sales at Penn Mutual, speak with Kate Seastone, CEO of Simplicit Financial, and Claire Gallagher, a financial professional with Empire Wealth Strategies, to discuss how women are reshaping financial services and making a lasting impact on clients and the industry.

Key Topics Covered:

• How women financial professionals build trust and lasting client relationships

• The power of niche specialization in financial services

• Why exit planning is critical for business owners

• Closing the gender gap in financial planning

• The role of mentorship in career growth and advancement

Whether you're a financial professional, business owner, or simply interested in the future of financial services, this episode delivers valuable insights and expert perspectives. You won’t want to miss it!

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual
www.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.

7753558NS_MAR27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Closing the Gender Gap: Women Leading the Future of Finance Bill Bell, Jenna Washaka, Kate Seastone, Claire Gallagher 00:43:19 Kate Seastone and Claire Gallagher join Bill Bell and Jenna Washaka to talk about women’s impact in finance, from exit planning to building strong client relationships. Kate Seastone and Claire Gallagher join Bill Bell and Jenna Washaka to talk about women’s impact in finance, from exit planning to building strong client relationships. false full 3 2 c886a59e-f079-4665-ad63-bbb0422396d7 You Won't Believe How Death Taxes Impact Your Wealth Estate planning isn’t just about passing on wealth—it’s about protecting it, maximizing flexibility, and ensuring a seamless financial transition for future generations. With tax laws evolving, high-net-worth individuals must stay ahead to safeguard their legacies.

In this episode, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with renowned estate planning attorney Jonathan Forster of Baker & Hostetler to break down key strategies for minimizing estate taxes and preserving wealth in an uncertain tax environment.


 

Key Topics Covered:

  • Major estate planning changes expected in 2025 and beyond
  • The impact of tax law uncertainty on estate planning decisions
  • Why liquidity is essential for wealth preservation—and how life insurance plays a role
  • The complexities of trusts and effective family wealth transfer strategies
  • How estate planning is evolving for longer, more active retirements


 

Whether you're a financial professional or someone looking to protect and optimize your legacy, this episode is packed with expert insights and actionable strategies to help you stay ahead. Don't miss it!

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual

www.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. 

7647753NS_FEB27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 26 Feb 2025 05:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Jonathan Forster) https://life-matters.simplecast.com/episodes/strategies-to-minimize-estate-taxes-and-preserve-wealth-with-jonathan-forester-Bjh5x8cZ Estate planning isn’t just about passing on wealth—it’s about protecting it, maximizing flexibility, and ensuring a seamless financial transition for future generations. With tax laws evolving, high-net-worth individuals must stay ahead to safeguard their legacies.

In this episode, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with renowned estate planning attorney Jonathan Forster of Baker & Hostetler to break down key strategies for minimizing estate taxes and preserving wealth in an uncertain tax environment.


 

Key Topics Covered:

  • Major estate planning changes expected in 2025 and beyond
  • The impact of tax law uncertainty on estate planning decisions
  • Why liquidity is essential for wealth preservation—and how life insurance plays a role
  • The complexities of trusts and effective family wealth transfer strategies
  • How estate planning is evolving for longer, more active retirements


 

Whether you're a financial professional or someone looking to protect and optimize your legacy, this episode is packed with expert insights and actionable strategies to help you stay ahead. Don't miss it!

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual

www.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. 

7647753NS_FEB27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> You Won't Believe How Death Taxes Impact Your Wealth Bill Bell, Jonathan Forster 00:42:45 Bill Bell and Jonathan Forster discuss estate tax changes, trust strategies, and how life insurance can play a key role in preserving wealth. Bill Bell and Jonathan Forster discuss estate tax changes, trust strategies, and how life insurance can play a key role in preserving wealth. false full 2 2 64f62d67-5551-4ca7-9741-8d8c335fb578 Jen Fox Shares the Surprising Truth About Upcoming Tax Changes Get ready for a deep dive into tax reform and its potential impact on financial professionals, estate planning, and wealth transfer strategies in this episode of the Life Matters Podcast. Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Jen Fox, Vice President of Federal Affairs at Finseca, to explore the latest developments in financial services legislation.

Key Topics Covered:

• The upcoming tax reform and its possible effects on financial professionals and their clients. 

• Changes to federal transfer taxes and the Qualified Business Income deduction. 

• The increased regulatory scrutiny around Private Placement Life Insurance.

• How bipartisan policy challenges are influencing estate planning strategies.

• Finseca's role in advocating for financial security professionals and protecting life insurance policies.

Whether you're a financial professional looking for practical tax strategies or interested in the future of wealth transfer and tax deductions for business owners, this episode offers valuable insights.

Don't miss out on expert perspectives from someone at the heart of public policy on Capitol Hill. Subscribe now to stay informed on the latest tax reform and policy changes shaping the financial world.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual

www.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. 

7507495NS_JAN27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wed, 15 Jan 2025 05:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Jen Fox) https://life-matters.simplecast.com/episodes/jen-fox-shares-the-surprising-truth-about-upcoming-tax-changes-544Ucacp Get ready for a deep dive into tax reform and its potential impact on financial professionals, estate planning, and wealth transfer strategies in this episode of the Life Matters Podcast. Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Jen Fox, Vice President of Federal Affairs at Finseca, to explore the latest developments in financial services legislation.

Key Topics Covered:

• The upcoming tax reform and its possible effects on financial professionals and their clients. 

• Changes to federal transfer taxes and the Qualified Business Income deduction. 

• The increased regulatory scrutiny around Private Placement Life Insurance.

• How bipartisan policy challenges are influencing estate planning strategies.

• Finseca's role in advocating for financial security professionals and protecting life insurance policies.

Whether you're a financial professional looking for practical tax strategies or interested in the future of wealth transfer and tax deductions for business owners, this episode offers valuable insights.

Don't miss out on expert perspectives from someone at the heart of public policy on Capitol Hill. Subscribe now to stay informed on the latest tax reform and policy changes shaping the financial world.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com 

Follow Us

Presented by Penn Mutual

www.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. 

7507495NS_JAN27


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Jen Fox Shares the Surprising Truth About Upcoming Tax Changes Bill Bell, Jen Fox 00:43:54 Bill Bell and Jen Fox discuss tax reform, financial security advocacy, and the future of life insurance policies in this insightful episode. Bill Bell and Jen Fox discuss tax reform, financial security advocacy, and the future of life insurance policies in this insightful episode. false full 1 2 8498fc30-9cd1-4983-ac38-9d9ea72d0f3c Leadership Legacy: Tom Harris on Challenges and Growth In this must-listen episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Tom Harris, President of Penn Mutual's Life and Annuity Division, for one of his final interviews before his upcoming retirement at the end of the year. Packed with invaluable insights, this conversation captures decades of leadership wisdom and strategic foresight from one of the industry's most respected voices.

Tom reflects on the challenges and opportunities shaping the life insurance landscape, revealing how Penn Mutual’s innovative operational model attracts top-tier talent and ensures long-term stability. They also discuss how the pandemic has reshaped business practices and dive into the game-changing ACE (Accelerated Client Experience) platform, revolutionizing the way clients and financial professionals engage with life insurance.

What You’ll Learn:

1. The Mutual Advantage: How mutual companies like Penn Mutual deliver stability and lasting value for financial professionals and their clients.

2. Winning the Talent War: How innovation and flexibility are key to attracting and retaining top talent.

3. Staying Ahead of Industry Trends: Why personalized guidance still outshines direct-to-consumer models in today’s market.

4. Driving Efficiency with ACE: How the Accelerated Client Experience platform is making life insurance easier, faster, and more intuitive for professionals and clients alike.

Don’t miss this rare opportunity to hear Tom’s reflections and forward-thinking strategies as he prepares to close an incredible chapter in his career. Tune in for actionable takeaways and fresh inspiration to elevate your financial practice!

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7407347NS_DEC26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 13 Dec 2024 05:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Tom Harris) https://life-matters.simplecast.com/episodes/leadership-legacy-tom-harris-on-challenges-and-growth-zzDXPabP In this must-listen episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Tom Harris, President of Penn Mutual's Life and Annuity Division, for one of his final interviews before his upcoming retirement at the end of the year. Packed with invaluable insights, this conversation captures decades of leadership wisdom and strategic foresight from one of the industry's most respected voices.

Tom reflects on the challenges and opportunities shaping the life insurance landscape, revealing how Penn Mutual’s innovative operational model attracts top-tier talent and ensures long-term stability. They also discuss how the pandemic has reshaped business practices and dive into the game-changing ACE (Accelerated Client Experience) platform, revolutionizing the way clients and financial professionals engage with life insurance.

What You’ll Learn:

1. The Mutual Advantage: How mutual companies like Penn Mutual deliver stability and lasting value for financial professionals and their clients.

2. Winning the Talent War: How innovation and flexibility are key to attracting and retaining top talent.

3. Staying Ahead of Industry Trends: Why personalized guidance still outshines direct-to-consumer models in today’s market.

4. Driving Efficiency with ACE: How the Accelerated Client Experience platform is making life insurance easier, faster, and more intuitive for professionals and clients alike.

Don’t miss this rare opportunity to hear Tom’s reflections and forward-thinking strategies as he prepares to close an incredible chapter in his career. Tune in for actionable takeaways and fresh inspiration to elevate your financial practice!

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7407347NS_DEC26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Leadership Legacy: Tom Harris on Challenges and Growth Bill Bell, Tom Harris 00:37:34 Bill Bell and Tom Harris discuss attracting top talent, industry trends, mutual company stability, and Penn Mutual's innovative ACE platform. Bill Bell and Tom Harris discuss attracting top talent, industry trends, mutual company stability, and Penn Mutual's innovative ACE platform. false full 13 1 3635d807-1224-442d-99c9-c7b516a3af2e Unlock Success: Dive into Transformative Strategies for Financial Professionals with Caleb Guilliams! In this riveting episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales for Penn Mutual, sits down with Caleb Guilliams, the visionary founder of BetterWealth, to explore how the life insurance industry is evolving and how financial professionals can thrive in this changing landscape. Caleb shares his innovative approaches to client engagement, marketing, and company culture—offering practical, transformative strategies that can empower financial professionals and strengthen relationships with clients.

Key Takeaways:

  1. Starting with "Why": Creating Meaningful Client Connections
    Learn how asking the right questions can turn financial planning into a powerful tool for helping clients live more fulfilling lives. By uncovering deeper motivations, you can build lasting trust and transform how clients view their wealth.
  2. Refining Your Offer for Maximum Impact
    Discover the secret to creating a clear, client-centered offer that resonates. By defining your ideal client and addressing their specific needs, you’ll not only stand out from the competition but also build stronger, more engaged relationships.
  3. Penn Mutual: Values + Innovation
    Explore how Penn Mutual’s commitment to transparency, innovation, and unwavering core values equips advisors to provide real, lasting value—strengthening client trust and fostering long-term satisfaction.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7265343NS_NOV26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 22 Nov 2024 05:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Caleb Guilliams) https://life-matters.simplecast.com/episodes/unlock-success-dive-into-transformative-strategies-for-financial-professionals-with-caleb-guilliams-KJcApJzq In this riveting episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales for Penn Mutual, sits down with Caleb Guilliams, the visionary founder of BetterWealth, to explore how the life insurance industry is evolving and how financial professionals can thrive in this changing landscape. Caleb shares his innovative approaches to client engagement, marketing, and company culture—offering practical, transformative strategies that can empower financial professionals and strengthen relationships with clients.

Key Takeaways:

  1. Starting with "Why": Creating Meaningful Client Connections
    Learn how asking the right questions can turn financial planning into a powerful tool for helping clients live more fulfilling lives. By uncovering deeper motivations, you can build lasting trust and transform how clients view their wealth.
  2. Refining Your Offer for Maximum Impact
    Discover the secret to creating a clear, client-centered offer that resonates. By defining your ideal client and addressing their specific needs, you’ll not only stand out from the competition but also build stronger, more engaged relationships.
  3. Penn Mutual: Values + Innovation
    Explore how Penn Mutual’s commitment to transparency, innovation, and unwavering core values equips advisors to provide real, lasting value—strengthening client trust and fostering long-term satisfaction.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7265343NS_NOV26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Unlock Success: Dive into Transformative Strategies for Financial Professionals with Caleb Guilliams! Bill Bell, Caleb Guilliams 00:49:47 Caleb Guilliams, founder of BetterWealth, shares his unique insights into the evolving landscape of Life Insurance. Caleb Guilliams, founder of BetterWealth, shares his unique insights into the evolving landscape of Life Insurance. false full 12 1 075f1048-c0f1-400b-a7bf-468f8c6e9a2d Beat the Tax Clock: Year-End Planning Tips from Penn Mutual In this insightful episode, Bill Bell and Jenna Washatka are joined by the entire Advanced Sales Team at Penn Mutual. Directors of Advanced Sales—Lindsay Cigler, Jay Perlman, George Bradley, and Amy Bryant—dive into a range of critical topics in financial and estate planning. From the evolving implications of the SECURE Act and Qualified Charitable Distributions (QCD) to strategic uses of Charitable Remainder Trusts (CRT) and life insurance, this episode offers practical guidance on navigating the complexities of year-end planning. The team also addresses the approaching sunset of the Tax Cuts and Jobs Act of 2017, highlighting innovative wealth transfer strategies that span generations. Tune in for expert advice on optimizing your clients’ financial plans.

1. Key Takeaways for Financial Professionals:

Proactive Estate Planning Before Tax Law Changes

Understand the importance of updating estate plans before the 2017 Tax Cuts and Jobs Act sunsets. Learn how to maximize transfer tax exemptions and minimize future tax liabilities for your clients.

2. Navigating the Tax Cuts and Jobs Act of 2017 Sunset

Discover critical strategies that leverage life insurance and Nonqualified Deferred Compensation (NQDC) plans to help business owners ensure long-term financial security, even in a shifting tax landscape.

3. Charitable Planning for Tax Optimization

Explore the advantages of Qualified Charitable Distributions (QCD) and Charitable Remainder Trusts (CRT) to optimize tax deductions while providing steady income for beneficiaries, creating dual benefits for clients.

4. Efficient Retirement and Wealth Transfer Strategies

Gain insights into managing Required Minimum Distributions (RMD) and utilizing life insurance as a tax-efficient tool for passing wealth to future generations, ensuring clients leave a lasting legacy.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7174836NS_OCT26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 25 Oct 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, George Bradley, Amy Bryant, Lindsay Cigler, Jay Perlman, Jenna Washatka) https://life-matters.simplecast.com/episodes/beat-the-tax-clock-year-end-planning-tips-from-penn-mutual-ynPX_RzQ In this insightful episode, Bill Bell and Jenna Washatka are joined by the entire Advanced Sales Team at Penn Mutual. Directors of Advanced Sales—Lindsay Cigler, Jay Perlman, George Bradley, and Amy Bryant—dive into a range of critical topics in financial and estate planning. From the evolving implications of the SECURE Act and Qualified Charitable Distributions (QCD) to strategic uses of Charitable Remainder Trusts (CRT) and life insurance, this episode offers practical guidance on navigating the complexities of year-end planning. The team also addresses the approaching sunset of the Tax Cuts and Jobs Act of 2017, highlighting innovative wealth transfer strategies that span generations. Tune in for expert advice on optimizing your clients’ financial plans.

1. Key Takeaways for Financial Professionals:

Proactive Estate Planning Before Tax Law Changes

Understand the importance of updating estate plans before the 2017 Tax Cuts and Jobs Act sunsets. Learn how to maximize transfer tax exemptions and minimize future tax liabilities for your clients.

2. Navigating the Tax Cuts and Jobs Act of 2017 Sunset

Discover critical strategies that leverage life insurance and Nonqualified Deferred Compensation (NQDC) plans to help business owners ensure long-term financial security, even in a shifting tax landscape.

3. Charitable Planning for Tax Optimization

Explore the advantages of Qualified Charitable Distributions (QCD) and Charitable Remainder Trusts (CRT) to optimize tax deductions while providing steady income for beneficiaries, creating dual benefits for clients.

4. Efficient Retirement and Wealth Transfer Strategies

Gain insights into managing Required Minimum Distributions (RMD) and utilizing life insurance as a tax-efficient tool for passing wealth to future generations, ensuring clients leave a lasting legacy.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7174836NS_OCT26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Beat the Tax Clock: Year-End Planning Tips from Penn Mutual Bill Bell, George Bradley, Amy Bryant, Lindsay Cigler, Jay Perlman, Jenna Washatka 00:49:30 Join Bill Bell and Penn Mutual's Advanced Sales Team as they reveal year-end strategies for estate, business, charitable, and retirement planning. Join Bill Bell and Penn Mutual's Advanced Sales Team as they reveal year-end strategies for estate, business, charitable, and retirement planning. false full 11 1 4b51989f-c562-4caf-8fd1-a6078e05c647 Unlocking Efficiency: How ACE is Revolutionizing Underwriting Glen Wright, the CEO and Founder of Worth Advisors, and Matt Fones, the Area Senior Vice President at Gallagher, join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the incredible power, speed, and effectiveness of Penn Mutual's ACE platform, the upcoming expiration of the Tax Cuts and Jobs Act of 2017, and so much more!

Key Takeaways for Financial Professionals:

1. Penn Mutual’s ACE platform is Revolutionizing Underwriting:

  • Learn about the specific features and efficiency driving power of this cutting-edge tool.

2. Impact of the Tax Cuts and Jobs Act Sunset:

  • Gain insights into why it is so important to take advantage of the increased transfer tax exemption before the sunset occurs.

3. The Penn Mutual Advantage:

  • Understand why more and more financial professionals are turning to Penn Mutual for the solutions to meet their client’s needs.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7024391NS_SEP26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 27 Sep 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Matt Fones, Glen Wright) https://life-matters.simplecast.com/episodes/unlocking-efficiency-how-ace-is-revolutionizing-underwriting-1Cp3E9SI Glen Wright, the CEO and Founder of Worth Advisors, and Matt Fones, the Area Senior Vice President at Gallagher, join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the incredible power, speed, and effectiveness of Penn Mutual's ACE platform, the upcoming expiration of the Tax Cuts and Jobs Act of 2017, and so much more!

Key Takeaways for Financial Professionals:

1. Penn Mutual’s ACE platform is Revolutionizing Underwriting:

  • Learn about the specific features and efficiency driving power of this cutting-edge tool.

2. Impact of the Tax Cuts and Jobs Act Sunset:

  • Gain insights into why it is so important to take advantage of the increased transfer tax exemption before the sunset occurs.

3. The Penn Mutual Advantage:

  • Understand why more and more financial professionals are turning to Penn Mutual for the solutions to meet their client’s needs.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

7024391NS_SEP26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Unlocking Efficiency: How ACE is Revolutionizing Underwriting Bill Bell, Matt Fones, Glen Wright 00:40:44 Glen Wright and Matt Fones discuss Penn Mutual’s ACE platform, the Tax Cuts and Jobs Act sunset, and key insights for financial professionals. Glen Wright and Matt Fones discuss Penn Mutual’s ACE platform, the Tax Cuts and Jobs Act sunset, and key insights for financial professionals. false full 10 1 341c7ab9-38bf-4429-b710-25a08293bcb6 Product Excellence: The Philosophy and Innovations Driving Penn Mutual’s Success Chief Product Officer at Penn Mutual, Ray Caucci, and Director of Product Strategy and Competitive Analysis, Riley Thornburgh join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the latest in life insurance product innovations at Penn Mutual, the hottest market trends, and so much more!

Key Takeaways for Financial Professionals:

1. New Product Launch:

  • Learn about the specific enhancements made to new products, with the launch date set for late September.

2. Product Philosophy and Evolution at Penn Mutual:

  • Gain insights into Penn Mutual's emphasis on providing simple, transparent products with flexible and competitive features.

3. Adjustments to Dividend Scale:

  • Understand the implications of raising the dividend scale and its impact on the internal rates of return.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 


 

6962505NS_SEP26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 6 Sep 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Ray Caucci, Riley Thornburgh) https://life-matters.simplecast.com/episodes/product-excellence-the-philosophy-and-innovations-driving-penn-mutuals-success-wpAV_vHf Chief Product Officer at Penn Mutual, Ray Caucci, and Director of Product Strategy and Competitive Analysis, Riley Thornburgh join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the latest in life insurance product innovations at Penn Mutual, the hottest market trends, and so much more!

Key Takeaways for Financial Professionals:

1. New Product Launch:

  • Learn about the specific enhancements made to new products, with the launch date set for late September.

2. Product Philosophy and Evolution at Penn Mutual:

  • Gain insights into Penn Mutual's emphasis on providing simple, transparent products with flexible and competitive features.

3. Adjustments to Dividend Scale:

  • Understand the implications of raising the dividend scale and its impact on the internal rates of return.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 


 

6962505NS_SEP26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Product Excellence: The Philosophy and Innovations Driving Penn Mutual’s Success Bill Bell, Ray Caucci, Riley Thornburgh 00:37:40 Chief Product Officer, Ray Caucci, and Director of Product Strategy & Competitive Analysis, Riley Thornburgh discuss the latest in product innovation. Chief Product Officer, Ray Caucci, and Director of Product Strategy & Competitive Analysis, Riley Thornburgh discuss the latest in product innovation. false full 9 1 111c4035-9a0d-4a9a-b505-5a1773fd2dde Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling Amy Bryant, Director of Advanced Sales at Penn Mutual and Tim McFarland, the Vice President of Advanced Sales at NFP join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell and co-host and Director of Advanced Sales, Jenna Washatka.  Together, they explore estate planning strategies amid the upcoming tax law changes with the sunset of the Tax Cuts and Jobs Act, and so much more!

Key Takeaways for Financial Professionals:

1. Strategize for Liquidity and Business Succession:

  • Gain insights into the need for liquidity and income replacement in estate planning.

2. Legal Implications of Recent Decisions:

  • Understand the impact of Connelly v. Internal Revenue Service decision by the Supreme Court on life insurance planning.

3. Insights on the Tax Cuts and Jobs Act:

  • Hear discussions on how the Tax Cuts and Jobs Act impacts estate planning and strategies for navigating its sunset in 2026.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6810104NS_JUL26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 26 Jul 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Amy Bryant, Tim McFarland, Jenna Washatka) https://life-matters.simplecast.com/episodes/mastering-estate-planning-impact-of-tax-cuts-and-the-connelly-ruling-Ry9nxP0B Amy Bryant, Director of Advanced Sales at Penn Mutual and Tim McFarland, the Vice President of Advanced Sales at NFP join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell and co-host and Director of Advanced Sales, Jenna Washatka.  Together, they explore estate planning strategies amid the upcoming tax law changes with the sunset of the Tax Cuts and Jobs Act, and so much more!

Key Takeaways for Financial Professionals:

1. Strategize for Liquidity and Business Succession:

  • Gain insights into the need for liquidity and income replacement in estate planning.

2. Legal Implications of Recent Decisions:

  • Understand the impact of Connelly v. Internal Revenue Service decision by the Supreme Court on life insurance planning.

3. Insights on the Tax Cuts and Jobs Act:

  • Hear discussions on how the Tax Cuts and Jobs Act impacts estate planning and strategies for navigating its sunset in 2026.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6810104NS_JUL26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling Bill Bell, Amy Bryant, Tim McFarland, Jenna Washatka 00:45:34 Amy Bryant and Tim McFarland join Bill Bell and Jenna Washatka to explore estate planning strategies amid the upcoming tax law changes, and much more! Amy Bryant and Tim McFarland join Bill Bell and Jenna Washatka to explore estate planning strategies amid the upcoming tax law changes, and much more! false full 8 1 8887f086-9d59-4331-8cd0-9ff5f78cbc41 Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations Bobby Samuelson, the Executive Editor of The Life Product Review joins this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the latest industry trends and market innovations. Bobby also shares his thoughts on product updates that he finds exciting.  Plus they talk about private equity entering the life insurance industry, and so much more!

Key Takeaways for Financial Professionals:

1. Liquidity in Life Insurance versus Banks:

  • Learn about the implications of liquidity pressures in banking versus life insurance.

2. Market Trends and Private Equity Involvement:

  • Gain insights into private equity's focus on annuities over life insurance.

3. Bobby Samuelson’s Analysis and Insights:

  • Understand Bobby’s perspective on the importance of commitment over scale in the life insurance business.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6715447NS_June26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 28 Jun 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Bobby Samuelson) https://life-matters.simplecast.com/episodes/life-insurance-evolved-bobby-samuelsons-take-on-industry-trends-and-product-innovations-aTfhKgwu Bobby Samuelson, the Executive Editor of The Life Product Review joins this episode of Life Matters, with host and Advanced Sales VP, Bill Bell.  Together, they discuss the latest industry trends and market innovations. Bobby also shares his thoughts on product updates that he finds exciting.  Plus they talk about private equity entering the life insurance industry, and so much more!

Key Takeaways for Financial Professionals:

1. Liquidity in Life Insurance versus Banks:

  • Learn about the implications of liquidity pressures in banking versus life insurance.

2. Market Trends and Private Equity Involvement:

  • Gain insights into private equity's focus on annuities over life insurance.

3. Bobby Samuelson’s Analysis and Insights:

  • Understand Bobby’s perspective on the importance of commitment over scale in the life insurance business.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6715447NS_June26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations Bill Bell, Bobby Samuelson 00:44:40 Bobby Samuelson, Executive Editor of The Life Product Review joins Bill Bell on this episode of Life Matters to discuss the latest industry trends and products. Bobby Samuelson, Executive Editor of The Life Product Review joins Bill Bell on this episode of Life Matters to discuss the latest industry trends and products. false full 7 1 045812ca-16f5-4dda-add0-2bda5d73ff80 The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact On this episode of Life Matters, Brian Bertini, Vice President and Chief Underwriter, and Gretchen Dinucci, Head of Mortality Management at Penn Mutual join host and Advanced Sales VP, Bill Bell to discuss the critical role that underwriting and mortality management play in the insurance process, the latest advances, and so much more!

Key Takeaways for Financial Professionals:

1. Auto-bind and Facultative Cases:

  • Learn about the implications of recent increases in retention and auto-bind limits.

2. Large Case Management and Coordination:

  • Gain insights into the best strategies for managing substantial life insurance cases, including coordination with carriers and reinsurers.

3. Evolution and Future of Underwriting:

  • Understand the integration and potential roles of artificial intelligence in underwriting and the importance of keeping up with mortality trends and medical advancements.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6622394NS_May26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 31 May 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Brian Bertini, Gretchen Dinucci) https://life-matters.simplecast.com/episodes/the-art-science-of-underwriting-auto-bind-limits-large-cases-ais-impact-dA_sXudT On this episode of Life Matters, Brian Bertini, Vice President and Chief Underwriter, and Gretchen Dinucci, Head of Mortality Management at Penn Mutual join host and Advanced Sales VP, Bill Bell to discuss the critical role that underwriting and mortality management play in the insurance process, the latest advances, and so much more!

Key Takeaways for Financial Professionals:

1. Auto-bind and Facultative Cases:

  • Learn about the implications of recent increases in retention and auto-bind limits.

2. Large Case Management and Coordination:

  • Gain insights into the best strategies for managing substantial life insurance cases, including coordination with carriers and reinsurers.

3. Evolution and Future of Underwriting:

  • Understand the integration and potential roles of artificial intelligence in underwriting and the importance of keeping up with mortality trends and medical advancements.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6622394NS_May26


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]]> The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact Bill Bell, Brian Bertini, Gretchen Dinucci 00:38:39 Chief Underwriter Brian Bertini and Head of Mortality Management Gretchen Dinucci discuss underwriting innovations at Penn Mutual. Chief Underwriter Brian Bertini and Head of Mortality Management Gretchen Dinucci discuss underwriting innovations at Penn Mutual. false full 6 1 9f3f8ca9-2b62-4a59-8a08-8caea307f216 Sales Strategies and Market Perspectives with Tom Meyer On this episode of Life Matters, Regional Vice President for Penn Mutual, Tom Meyer, joins host and Advanced Sales VP, Bill Bell to share his insights into what's driving growth in the Life Insurance Industry around the country, and so much more!

1. Product Popularity In Different Regions:

  • Learn which products tend to be most popular in different areas of the country.

2. Technology Integration and Efficiency:

  • Understand how Penn’s Accelerated Client Experience (ACE) has simplified and accelerated the life insurance application experience for you and your clients.

3. Sales Strategies and Market Perspectives:

  • Gain insights from Tom’s extensive experience in the life insurance industry and learn practical tips to better shape your financial practice.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6556332NS_April26


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 26 Apr 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Tom Meyer) https://life-matters.simplecast.com/episodes/sales-strategies-and-market-perspectives-with-tom-meyer-B86qB_OG On this episode of Life Matters, Regional Vice President for Penn Mutual, Tom Meyer, joins host and Advanced Sales VP, Bill Bell to share his insights into what's driving growth in the Life Insurance Industry around the country, and so much more!

1. Product Popularity In Different Regions:

  • Learn which products tend to be most popular in different areas of the country.

2. Technology Integration and Efficiency:

  • Understand how Penn’s Accelerated Client Experience (ACE) has simplified and accelerated the life insurance application experience for you and your clients.

3. Sales Strategies and Market Perspectives:

  • Gain insights from Tom’s extensive experience in the life insurance industry and learn practical tips to better shape your financial practice.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6556332NS_April26


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]]> Sales Strategies and Market Perspectives with Tom Meyer Bill Bell, Tom Meyer 00:34:01 Regional Vice President for Penn Mutual, Tom Meyer, shares his insights into what's driving growth in the Life Insurance Industry around the country. Regional Vice President for Penn Mutual, Tom Meyer, shares his insights into what's driving growth in the Life Insurance Industry around the country. false full 5 1 47c3a1db-94d3-4830-a6c4-063e68b0d2b9 Redefining Wealth: The Impact of Women in Finance Updated as of March 12, 2026

Welcome to Part 2 of this special 'Women in Finance’ edition of Life Matters, featuring 

Melanie Colusci, President at Bridger Financial Group and Joanna Craney, Founder, Partner, and Special Needs Planner at Empowered Financial Strategies, alongside guest host and Director of Advanced Sales, Jenna Washatka.

Key Takeaways for Financial Professionals:

1. Growing Need for Female Financial Professionals:

  • Learn why the financial services industry needs to recruit and retain more women.

2. The Importance of Mentorship:

  • Understand why mentorship is paramount to engaging and empowering female financial professionals.

3. Harnessing New Technology:

  • Gain insights into the latest ways that technology is being used to innovate and shape financial practices.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

8785689NS_MAR28


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]]> Thu, 28 Mar 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Melanie Colusci, Joanna Craney, Jenna Washatka) https://life-matters.simplecast.com/episodes/redefining-wealth-the-impact-of-women-in-finance-tnxomS4L Updated as of March 12, 2026

Welcome to Part 2 of this special 'Women in Finance’ edition of Life Matters, featuring 

Melanie Colusci, President at Bridger Financial Group and Joanna Craney, Founder, Partner, and Special Needs Planner at Empowered Financial Strategies, alongside guest host and Director of Advanced Sales, Jenna Washatka.

Key Takeaways for Financial Professionals:

1. Growing Need for Female Financial Professionals:

  • Learn why the financial services industry needs to recruit and retain more women.

2. The Importance of Mentorship:

  • Understand why mentorship is paramount to engaging and empowering female financial professionals.

3. Harnessing New Technology:

  • Gain insights into the latest ways that technology is being used to innovate and shape financial practices.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

8785689NS_MAR28


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]]> Redefining Wealth: The Impact of Women in Finance Bill Bell, Melanie Colusci, Joanna Craney, Jenna Washatka 00:33:21 Melanie Colusci of Bridger Financial Group & Joanna Craney of Empowered Financial Strategies join us for Part 2 of our ‘Women in Finance’ series. Melanie Colusci of Bridger Financial Group & Joanna Craney of Empowered Financial Strategies join us for Part 2 of our ‘Women in Finance’ series. false full 4 1 c1d9ee97-c7cb-47d7-a137-d8759dfe6c68 Wealth Under New Management: Elevating Your Practice with Women in Finance Updated as of March 6, 2026

Optimize your professional toolkit with our must-listen 'Women in Finance' edition on the Life Matters podcast. This episode brings together industry trailblazers Jeri Turley, Principal at Winged Keel, Eryka Morehead, President and CEO at Collaborative Planning Group, and our insightful guest host Jenna Washatka, Director of Advanced Sales.

Essential Insights for Financial Professionals:

1. Empowerment through Economic Influence:

  • Unlock the potential of female financial advisors in capitalizing on the growing wealth controlled by women.

2. Fostering Female Leadership in Finance:

  • Dive into actionable steps for attracting and sustaining female talent within the finance sector. Explore proven methodologies to bolster engagement and enhance the leadership pathways for women in finance, ensuring a diverse and dynamic workforce.

3. Navigating Industry Evolution for Enhanced Client Services:

  • Stay ahead of the curve with the latest innovations in underwriting and product offerings. Learn how these advancements can transform your financial practice, elevating the client experience to new heights.

Activate Your Professional Growth: Join us to gain invaluable insights and strategies designed to empower financial professionals in shaping a more inclusive and innovative industry. Whether you're looking to expand your knowledge base, integrate cutting-edge practices into your work, or contribute to the advancement of female professionals in finance, this episode is your go-to resource for actionable insights and inspiration. Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

8785688NS_MAR28


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 15 Mar 2024 04:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Eryka Morehead, Jeri Turley, Jenna Washatka) https://life-matters.simplecast.com/episodes/wealth-under-new-management-elevating-your-practice-with-women-in-finance-tgEkg7JH Updated as of March 6, 2026

Optimize your professional toolkit with our must-listen 'Women in Finance' edition on the Life Matters podcast. This episode brings together industry trailblazers Jeri Turley, Principal at Winged Keel, Eryka Morehead, President and CEO at Collaborative Planning Group, and our insightful guest host Jenna Washatka, Director of Advanced Sales.

Essential Insights for Financial Professionals:

1. Empowerment through Economic Influence:

  • Unlock the potential of female financial advisors in capitalizing on the growing wealth controlled by women.

2. Fostering Female Leadership in Finance:

  • Dive into actionable steps for attracting and sustaining female talent within the finance sector. Explore proven methodologies to bolster engagement and enhance the leadership pathways for women in finance, ensuring a diverse and dynamic workforce.

3. Navigating Industry Evolution for Enhanced Client Services:

  • Stay ahead of the curve with the latest innovations in underwriting and product offerings. Learn how these advancements can transform your financial practice, elevating the client experience to new heights.

Activate Your Professional Growth: Join us to gain invaluable insights and strategies designed to empower financial professionals in shaping a more inclusive and innovative industry. Whether you're looking to expand your knowledge base, integrate cutting-edge practices into your work, or contribute to the advancement of female professionals in finance, this episode is your go-to resource for actionable insights and inspiration. Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

8785688NS_MAR28


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wealth Under New Management: Elevating Your Practice with Women in Finance Bill Bell, Eryka Morehead, Jeri Turley, Jenna Washatka 00:43:15 Jeri Turley of Winged Keel & Eryka Morehead of Collaborative Planning Group join Jenna Washatka for Part 1 of our special ‘Women in Finance’ series. Jeri Turley of Winged Keel & Eryka Morehead of Collaborative Planning Group join Jenna Washatka for Part 1 of our special ‘Women in Finance’ series. false full 3 1 53dcfeba-6bc1-4d1a-be0c-ff0a062abc3c What’s Tax Mulligan Season? Business Owners & Cash Balance Plans with Scott McHenry Updated as of March 10, 2026

Join us for a special 'Tax Mulligan Season' episode of Life Matters, featuring Scott McHenry, President and Chief Actuary of McHenry Advisers, alongside our Advanced Sales VP, Bill Bell.

Key Takeaways for Financial Professionals:

1. Maximize Retirement Benefits:

  • Learn how cash balance plans can be a game-changer in turning hard work into a dream retirement for high-net-worth business owners.

2. Decode 'Tax Mulligan Season':

  • Understand the practical steps and strategies during this season to optimize tax benefits for business owners.

3. Navigating Fiduciary Rules:

  • Gain insights into the potential impact of new Department of Labor fiduciary rules and how they could shape your financial practice.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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.

8785641NS_FEB28


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]]> Fri, 23 Feb 2024 05:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Scott McHenry) https://life-matters.simplecast.com/episodes/whats-tax-mulligan-season-business-owners-cash-balance-plans-with-scott-mchenry-qnm_dyKp Updated as of March 10, 2026

Join us for a special 'Tax Mulligan Season' episode of Life Matters, featuring Scott McHenry, President and Chief Actuary of McHenry Advisers, alongside our Advanced Sales VP, Bill Bell.

Key Takeaways for Financial Professionals:

1. Maximize Retirement Benefits:

  • Learn how cash balance plans can be a game-changer in turning hard work into a dream retirement for high-net-worth business owners.

2. Decode 'Tax Mulligan Season':

  • Understand the practical steps and strategies during this season to optimize tax benefits for business owners.

3. Navigating Fiduciary Rules:

  • Gain insights into the potential impact of new Department of Labor fiduciary rules and how they could shape your financial practice.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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.

8785641NS_FEB28


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]]> What’s Tax Mulligan Season? Business Owners & Cash Balance Plans with Scott McHenry Bill Bell, Scott McHenry 00:30:46 Pres. & Chief Actuary of McHenry Advisers, Scott McHenry joins Bill Bell to discuss cash balance plans, ‘Tax Mulligan Season’, & new fiduciary rules. Pres. & Chief Actuary of McHenry Advisers, Scott McHenry joins Bill Bell to discuss cash balance plans, ‘Tax Mulligan Season’, & new fiduciary rules. false full 2 1 058542a5-7794-412d-819f-d1657f7bbe8a From Intern to Industry Leader: CEO Dave O’Malley’s Insights for Financial Professionals To launch and kick-off the podcast with a bang, in the first episode of Life Matters: A Penn Mutual Podcast, Advanced Sales VP, Bill Bell sits down with none other than the President & CEO of Penn Mutual, Dave O’Malley.  Dave, who began his career at Penn Mutual in 1994 as an intern, shares his experience and insights that bring unique knowledge for financial professionals.  Together, Dave and Bill talk all about the current state of the industry, what’s on the horizon for Penn Mutual, and so much more!  Plus, Dave also shares his thoughtful perspective on leadership and what it takes to excel in this business.  So press play and get ready to be entertained, informed, and inspired to grow a stronger practice, today.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6201318CC_JAN26

 


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]]> Fri, 26 Jan 2024 05:00:00 +0000 stories@amazemedialabs.com (Bill Bell, Dave O’Malley) https://life-matters.simplecast.com/episodes/from-intern-to-industry-leader-ceo-dave-omalleys-insights-for-financial-professionals-G10ibEZZ To launch and kick-off the podcast with a bang, in the first episode of Life Matters: A Penn Mutual Podcast, Advanced Sales VP, Bill Bell sits down with none other than the President & CEO of Penn Mutual, Dave O’Malley.  Dave, who began his career at Penn Mutual in 1994 as an intern, shares his experience and insights that bring unique knowledge for financial professionals.  Together, Dave and Bill talk all about the current state of the industry, what’s on the horizon for Penn Mutual, and so much more!  Plus, Dave also shares his thoughtful perspective on leadership and what it takes to excel in this business.  So press play and get ready to be entertained, informed, and inspired to grow a stronger practice, today.

Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

Follow Us

Presented by Penn Mutual
www.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. 

6201318CC_JAN26

 


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]]> From Intern to Industry Leader: CEO Dave O’Malley’s Insights for Financial Professionals Bill Bell, Dave O’Malley 00:32:53 President & CEO of Penn Mutual, Dave O’Malley shares his perspective on leadership, the state of the industry, Penn Mutual’s future, and more! President & CEO of Penn Mutual, Dave O’Malley shares his perspective on leadership, the state of the industry, Penn Mutual’s future, and more! false full 1 1 fcab681f-0e2f-41db-bd7c-9799efae5805 Welcome to Life Matters: A Penn Mutual Podcast Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the latest market trends or you want tips on how to boost your performance, this is the podcast for you. Grow a stronger practice, today.

Follow Us

Presented by Penn Mutual

www.PennMutual.com


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]]> Thu, 3 Aug 2023 18:32:28 +0000 stories@amazemedialabs.com (Bill Bell) https://life-matters.simplecast.com/episodes/welcome-to-life-matters-a-penn-mutual-podcast-VnCa3DuX Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the latest market trends or you want tips on how to boost your performance, this is the podcast for you. Grow a stronger practice, today.

Follow Us

Presented by Penn Mutual

www.PennMutual.com


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]]> Welcome to Life Matters: A Penn Mutual Podcast Bill Bell 00:01:16 Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies. Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies. false trailer 1