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Penn Mutual Experts in the News

  • View From the Top of the Life Insurance Industry
    California Broker Magazine, August 2016
    Tom Harris, executive vice president of distribution at Penn Mutual, offers insight on the opportunities and challenges in the life insurance industry. “Penn Mutual is preparing for growth in the middle market. We have invested in our business to provide simplified underwriting and accelerated underwriting programs that will allow for smaller policies to get processed much quicker. This will allow us to enter these markets where we weren’t previously,” Harris says.
  • The Mom Project: Helping Mothers Return to Work, May 24, 2016
    Eileen McDonnell, chairman and CEO of Penn Mutual, appears on 6 ABC for a segment about The Mom Project. McDonnell has a personal connection to the project’s mission, and believes businesses could greatly benefit from the project.
  • Harnessing Women’s Strengths as Financial Professionals, April 15, 2016
    Ande Frazier, president of Penn Mutual’s independent affiliate Leap Systems, contributes a byline offering advice to women who are considering a career in financial services. Women may be scared away from the male-dominated field, but by finding their strengths in this field can help propel their career forward.
  • Get the Most from your Tax Refund, April 15, 2016
    Many Americans will be getting their tax refund and will plan how to put that money to work. Meg Muldoon, assistant vice president of advanced markets at Penn Mutual, provides her insights on ways to maximize your refund to reach your financial goals.
  • When Should I Get Life Insurance, and What Kind Do I Need?, March 28, 2016
    Jason Goldstein, an advisor with 1847 Financial, a Penn Mutual local agency, contributes a blog post to Millennial Money Man’s blog to help millennials understand the basics of life insurance.
  • TV's 'Modern Family' Can Be Conversation Starter For Advisors
    Financial Advisor Magazine, March 17, 2016
    Meg Muldoon provides her insight on how Penn Mutual works with advisors to make sure they’re prepared to handle the estate planning issues of today’s varying family situations in her interview with Financial Advisor Magazine.
  • Insurance companies are emerging as Big-Data leaders, February 19, 2016
    Insurance companies are among leaders today when it comes to utilizing Big Data and related tools. Eileen McDonnell, president and CEO of Penn Mutual, is included in this article expressing that Big Data may help move the financial industry forward.
  • Millennials and life insurance: An irreplaceable piece of the financial readiness pie, February 18, 2016
    Adam Paoli, financial strategist at Penn Mutual’s Chicago agency, the Heartland Group, weighs in on the importance life insurance plays in one’s financial plan.
  • Options Still Available for Couples to Boost Social Security Benefits
    Kiplinger's Retirement Report, February 2016 Issue
    Lynn Nolan, director of retirement planning services at Penn Mutual, is featured in Rachel Sheedy’s latest article, “Options Still Available for Couples to Boost Social Security Benefits.”
  • Failure to Survive
    National Underwriter Life & Health, January 2016 Issue
    Lynn Nolan, director of retirement planning services at Penn Mutual contributes to the National Underwriter Life & Health. Nolan explains how the Bipartisan Budget Act of 2015 effectively eliminates two highly-discussed Social Security claiming strategies: file-and-suspend and file restricted.
  • Life Insurance for Small-Business Partners, January 20, 2016
    Barbara Marquand of includes Meg Muldoon, assistant vice president of advanced sales at Penn Mutual, in an article about life insurance for business partners. “Business partners who aren’t related should have a buy-sell agreement from day one,” she says.
  • NASCAR BTS: Penn Mutual Gets Well With Jimmie Johnson
    Speedway, January 15, 2016
    Dave O’Malley, president and COO of Penn Mutual, is included in Mary Jo Buchanan’s article in Speedway about Penn Mutual’s partnership with the Jimmie Johnson Foundation. “As a life insurance company, wellness is important to us, and we were looking to do more around it. In addition, health care costs for us as a company continue to go up so promoting a good healthy lifestyle fits our corporate beliefs. So, this seemed like a great partnership,” O’Malley says.
  • 3 Salary Negotiation Tips for Jennifer Lawrence
    Money, October 13, 2015
    Alicia Adamczyk of Money includes Eileen McDonnell, chairman and CEO of Penn Mutual, in an article about salary negotiation tips for women. “Call me naïve, but when people brought gender to my attention, I didn’t buy into it. I really bemoan the fact that business schools still lecture on pay differential. That teaches girls to expect to earn less, and boys to make it happen. The conversation should be about how recognizing the value of each other can help us all achieve success,” she says.
  • 30 under 30: Meet the Millennials who are Transforming the Insurance Industry, September 8, 2015
    Lynette Gil of includes Josh Coleman, founder and CEO of Momentum Advanced Planning associated with Penn Mutual Life Insurance Company, in an article about millennials who are making breakthroughs in the insurance industry. He offers advice to young people looking to get into the industry, “listen to advice and learn from people who are in the space — but don’t copy it. Combine it with your own personal take on the world, and think of how you can bring something to the table that would enhance what you’re being told or shown.”
  • Women in Insurance and the Champions of Change, July 23, 2015
    Emily Holbrook of includes Eileen McDonnell, president and CEO of Penn Mutual, in an article about women in the insurance industry. “We have a company with over 40 percent of our board and senior leadership who are women, we ‘walk the talk’. Other companies are trying to aspire to what we have already achieved. Our attention is now focused on increasing the number of female advisors,” McDonnell says.
  • What is an Annuity, and is One Right for you?
    USA Today, July 5, 2015
    Jeff Reeves of USA Today includes Ray Caucci, senior vice president at Penn Mutual in an article explaining the functions and features of annuities. ”As people are living longer and longer, they are concerned about outliving their income in retirement. Annuities are a great vehicle for those who want to ensure that won’t happen,” Caucci says.
  • 5 Things You Didn’t Know Life Insurance Could Do, May 27, 2015
    Ray Caucci, senior vice president of product management at Penn Mutual, contributes a byline to, which highlights five facts about permanent life insurance. A permanent life insurance policy can be used to fund a college education, start a business, grow your 401(k), and more.
  • – “PhillyDeals: Rugby retail”
    May 17, 2015
    Joseph DiStefano of features an article highlighting Penn Mutual’s long-term play on branding. “The industry has done a poor job attracting and retaining a next generation. By sponsoring college and youth rugby, the company comes face to face with thousands of young, fit, energetic prospective agents and customers,” says Eileen McDonnell of Penn Mutual.
  • Advisor Today, May/June 2015 Issue
    May/June, 2015
    Julie Knudson of Advisor Today includes Bill Stevens, vice president of career agency system at Penn Mutual, in an article highlighting current trends that enable advisors to implement new life insurance selling strategies. “Many advisors today work to position life insurance solutions not just as a death benefit for their customers, but really as a financial tool that helps make their customers’ entire lives better,” he says.
  • – “Get the most from your tax refund”
    April 20, 2015
    Nancy Mann Jackson of includes Penn Mutual’s Meg Muldoon in an article highlighting ways that consumers can get the most out of their tax refund. “The sooner you begin investing, the better off you are,” she says. “Using your tax refund could enable you to open an account and encourage you to allocate some funds each month to the account as well during the calendar year.”
    April 7, 2015
    Lori Widmer of includes Tom Harris, executive vice president at Penn Mutual, in an article about retaining customers and growing business in today’s economy. Harris comments on the decline of companies in the life insurance industry. “Fewer players in the field mean fewer advisors in the field, which means fewer people getting coverage,” he says.  
  • Rugby Today – “Penn Mutual Bets Big on Rugby”
    February 19, 2015
    Penn Mutual’s decision to sign on as the title sponsor of The Penn Mutual Collegiate Rugby Championship and The Penn Mutual Varsity Cup stands as a watershed moment in the history of American rugby. While the sponsorship offers great marketing value for the rugby community, it also plays an important role in Penn Mutual’s recruitment efforts.
  • – “Once you have your life insurance policy, what should you do with it?”
    February 16, 2015
    Ray Caucci of Penn Mutual is quoted in a article about where to put life insurance policy information and who to tell about it. “You at least want to make sure the person who is going to be around to manage your affairs knows where your policy numbers are, the contact information for your insurance company, or agent or estate planning attorney,” he says.  
  • – “Variable annuities: What’s hot, what’s not”
    January 31, 2015
    David Port of includes Ray Caucci of Penn Mutual in an article about what’s in and what’s out in the variable annuity landscape for 2015. “The new breed of IOVA makes life easier for advisors and their clients, relieving them of the task of trying to digest and understand a prospectus that’s as thick as an 80-page novel,” he says.
  • – You don’t just by life insurance when you marry or have a baby
    January 27, 2015
    Ray Caucci is quoted in a article exploring the top reasons to consider life insurance. “You want to consider what the economic loss will be to your family if you died prematurely, by taking into account your own net worth and the expected income that you would have earned that you will now have to replace — and the life style your family has gotten accustomed to,” says Ray.
  • – “Career advice from Penn Mutual CEO Eileen ‘no glass’ ceiling McDonnell"
    January 23, 2015
    Emma Johnson of includes Eileen McDonnell in a follow-up article that includes McDonnell’s advice for succeeding in career and business. “There are a lot of prominent women in the business world. Any person I ever asked for help gave it to me,” she says.
  • US News & World Report
    January 22, 2015
    Geoff Williams of US News & World Report quotes Ray Caucci in an piece that outlines seven hidden perks that can be found in insurance policies. Caucci weighs in chronic illness benefits, which are often overlooked within life insurance policies. “Some people who are concerned about outliving their money have these. Chronic illness benefits are not meant to be a substitute for long-term care insurance, but it complements it,” he says. 
  • – “I never saw a glass ceiling,’ says Penn Mutual CEO Eileen McDonnell”
    January 23, 2015
    Emma Johnson of features Eileen McDonnell in a piece about the CEO’s philosophy on dominating in male-dominated fields for her entire career. “Call me naïve, but when people brought my gender to my attention, I didn’t buy into it. I pointed out it was about my ability and what I can do,” she says.

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