Penn Mutual Independence Financial Network (IFN)

We’re as committed to your success as you are – and are available nationwide. Contact the dedicated support team nearest you today. Central Region: https://lnkd.in/gSC9a92h Midwest Region: https://lnkd.in/gdiZH-jk Mid-Atlantic Region: https://lnkd.in/g-Q7MFud Northeast Region: https://lnkd.in/gc8_m2BF South Region: https://lnkd.in/g-vKvrCv West Region: https://lnkd.in/gv7K-gf5

Extending a sincere thank you to all the financial professionals who have been running illustrations or reaching out over the past few weeks. The excitement and interest around our new Accumulation Whole Life product has been incredible, and we’re thrilled with the response. If you haven’t had the chance to explore what Accumulation Whole Life can do for your clients, be sure to visit our Accumulation Whole Life page on Gateway, where you’ll find all the details and resources to help you get started. And don't hesitate to reach out to your dedicated field representative to learn more. Learn more: https://lnkd.in/d9kzYiQe

𝗨𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗪𝗵𝗼𝗹𝗲 𝗟𝗶𝗳𝗲 𝗳𝗼𝗿 𝗬𝗼𝘂𝗿 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗶𝗻 𝗝𝘂𝘀𝘁 𝟯𝟬 𝗠𝗶𝗻𝘂𝘁𝗲𝘀 Join us this Thursday, October 31, 2024, from 1:00-1:30 p.m. (EST) for a special session featuring IFN financial professional John Hutch Hutchinson. John will be sharing his unique perspective on our new Accumulation Whole Life (AWL) product and why it should be top of mind for financial professionals. In this 30-minute session, you'll discover how AWL can enhance your portfolio and bring new opportunities to your clients’ financial plans. 𝗡𝗼𝘁𝗲: This webinar is exclusively for appointed financial professionals with Penn Mutual. Head to Gateway to learn more and sign up! Sign-up: https://lnkd.in/eX295xxv

As the year wraps up, it’s an ideal time to reflect, envision the future, and strengthen your connections with clients. In our latest episode of the Life Matters Podcast, Bill Bell and Jenna Washatka JD, CLU®, ChFC®, ChSNC® engage with Penn Mutual's talented Advanced Sales Team—Lindsay Cigler, Jay Perlman, George Bradley ChFC, CLU, and Amy Bryant, JD, CLU. Together, they explore a range of essential topics in financial and estate planning to help you navigate the complexities of year-end planning. Key Takeaways: 1. Proactive Estate Planning: Understand the urgency of estate planning to maximize transfer tax exemptions before upcoming changes. 2. Tax Cuts and Jobs Act Implications: Discover critical strategies for life insurance and Nonqualified Deferred Compensation (NQDC) plans for long-term financial security. 3. Charitable Planning: Explore QCDs and CRTs for optimizing tax deductions and ensuring steady income for beneficiaries. 4. Retirement & Wealth Transfer: Gain insights into managing Required Minimum Distributions (RMD) and leveraging life insurance for tax-free generational wealth transfer. Don’t miss this insightful conversation packed with valuable takeaways for financial professionals! Click the links below to listen, or you can also watch this episode on YouTube. 👇 Apple Podcasts – https://lnkd.in/ezDzmGgZ Spotify – https://lnkd.in/eKERgcEs Gateway – https://lnkd.in/eB2nayUi YouTube - https://lnkd.in/ehc7FnzC Or your favorite podcasting app! #lifeinsurance #pennmutual #yearendplanning #financialplanning

Penn Mutual's 2024 Year-End Key Dates 🗓 We’re committed to your year-end success! Stay on top of our key dates and guidelines to help ensure a smooth finish to the year. To save time and make things easier, we recommend submitting applications early using ACE, our streamlined and efficient application submission platform. By acting now, you’ll not only avoid the year-end rush, but also give yourself more time to focus on what matters most—your clients. And if you need support with ACE, our dedicated team is here to help every step of the way at 1-866-ACE-PML1. For more year-end tips and resources, visit: https://lnkd.in/dsP_N7RC

Join Us for a Webinar: Election 2024 – What Financial Professionals Need to Know About Potential Life Insurance Impacts 📅 Date: Tuesday, October 29, 2024 ⏰ Time: 2:00–3:00 PM EST / 11:00 AM–12:00 PM PST 🎓 CPE Credit: 1 Course Presented by: Bill Bell - JD, MBA, VP, Advanced Sales, Penn Mutual Armstrong Robinson - Chief Advocacy Officer, Finseca With the November election approaching, shifts in Congress and key state races could significantly impact the life insurance industry. Join Armstrong Robinson and Bill Bell as they break down what these changes could mean for your business and clients. Register below to secure your spot in this timely discussion!

Exciting news! 🎙️ Bill Bell, our Vice President of Advanced Sales at Penn Mutual, was recently featured on the Business Innovators podcast—a platform that boasts an impressive average of 200,000 listeners per episode. In this episode, titled Transforming Estate Planning Amid Tax Changes, Bill dives into the crucial shifts in estate planning that professionals need to navigate, especially with the looming tax law changes. As we approach the 2026 deadline, it’s vital for both clients and financial professionals to understand how these changes could impact wealth transfer strategies. Here’s what you can expect to learn: ✅ How to maximize wealth transfer before the 2026 tax changes ✅ The pivotal role of life insurance in estate and business planning ✅ The unique mutuality benefits that Penn Mutual offers to our clients With expectations of reaching over 250,000 downloads, this episode is poised to be in the top 1% of podcasts globally! Don’t miss out on the valuable insights that can help you and your clients stay ahead of the curve. 🎧 Listen to the full episode here: https://lnkd.in/eQ-yFnNx 🔗 Get to know more about Bill Bell: https://lnkd.in/eZxDWx84 🔗 Learn more about Penn Mutual: https://lnkd.in/ef5QM-hB 🔗 Check out Life Matters – A Penn Mutual Podcast: Listen Here: https://lnkd.in/ezDzmGgZ Stay informed and empowered in your estate planning strategies! #BusinessInnovators #PennMutual #EstatePlanning #TaxChanges2026 #WealthTransfer #LifeInsuranceStrategies #MutualityBenefits #TaxPlanning

As we approach year-end, are you prepared to help your clients dodge the unexpected tax traps that could derail their life insurance plans? Our latest Monthly Insight, written by Advanced Sales VP Bill Bell, breaks down year-end tax planning strategies to help financial professionals navigate common pitfalls like deferred compensation plans and split-dollar arrangements. Ensure your life insurance planning is on track – read the full article to help your clients achieve a seamless year-end close. #YearEnd #PennMutual #LifeInsurance #Insurance

TCJA Thursdays - Final Edition 🌟 As we wrap up our Tax Cuts and Jobs Act series, let’s focus on one last important change – moving expense deductions. The TCJA eliminated most deductions except for armed forces families, but after 2026, many taxpayers may once again qualify. Could this impact your clients? This is our final TCJA update, but it doesn’t stop here. Stay ahead of future changes by visiting our Legislative Updates page, which is linked below. Have questions? Contact your regional representative for personalized support. https://lnkd.in/eR254iud

Step up your game with Accumulation Whole Life — your MVP in the whole life market! Help empower your clients with a highly competitive whole life insurance product offering guaranteed lifetime protection, strong accumulation potential, and flexibility. Find out all about our new Accumulation Whole Life product in our blog, linked below, written by Penn Mutual’s Riley Thornburgh, Director of Product Strategy and Competitive Analysis. https://lnkd.in/eSrY73DR