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Section: Why Work With Penn Mutual?

Why Work With Penn Mutual?

Adviser Value Commitment®

Nine diamonds, one goal...helping advisers build their businesses and meet their clients' needs. Through our unique Adviser Value Commitment, Penn Mutual is committed to helping you build strong, personal client relationships with the benefit of our 9 diamonds:

Hover over the following Adviser Value Commitment® image to learn more about the nine diamonds.

avcCompetitive Products<br><br>We maintain a competitive and balanced portfolio of life insurance and annuity products, and provide our advisers with effective marketing concepts that are relevant for current market conditions.Competitive Products<br><br>We maintain a competitive and balanced portfolio of life insurance and annuity products, and provide our financial professionals with effective marketing concepts that are relevant for current market conditions.Competitive Compensation & Recognition<br><br>We attract and retain talented advisers with compensation and benefit plans that are both competitive and current. Our outstanding field recognition programs provide incentives and rewards that drive our field partners to greater levels of success.Competitive Compensation & Recognition<br><br>We attract and retain talented financial professionals with compensation and benefit plans that are both competitive and current. Our outstanding field recognition programs provide incentives and rewards that drive our field partners to greater levels of success.Broker/Dealer Relationship<br><br>Hornor, Townsend & Kent, Inc. (HTK) serves as Penn Mutual's broker/dealer. The focus of HTK is to help our registered representatives grow their practices and meet the evolving needs of their clients by facilitating the sale of Penn Mutual and other carriers' products, as well as providing and servicing complementary investment products and services.Broker/Dealer Relationship<br><br>Hornor, Townsend & Kent, Inc. (HTK) serves as Penn Mutual's broker/dealer. The focus of HTK is to help our registered representatives grow their practices and meet the evolving needs of their clients by facilitating the sale of Penn Mutual and other carriers' products, as well as providing and servicing complementary investment products and services.Underwriting Services<br><br>We provide predictable, timely and consistent underwriting decisions by aligning our underwriting guidelines with our products, marketing concepts, and sales systems. Our highly experienced team and progressive underwriting policies provide you and your clients with a high level of service.Underwriting Services<br><br>We provide predictable, timely and consistent underwriting decisions by aligning our underwriting guidelines with our products, marketing concepts, and sales systems. Our highly experienced team and progressive underwriting policies provide you and your clients with a high level of service.Field Leadership<br><br>Our field leaders understand, believe in, and deliver our Adviser Value Commitment to adviser at the local level. Our field leaders are committed to working with each adviser to help them build their practice and succeed with Penn Mutual through all stages of their career.Field Leadership<br><br>Our field leaders understand, believe in, and deliver our Producer Value Commitment to producers at the local level. Our field leaders are committed to working with each producer to help them build their practice and succeed with Penn Mutual through all stages of their career.Practice Management<br><br>We help advisers efficiently use their time and resources to build their practices. We help them integrate our suite of business building programs, processes, software and tools to acquire and maximize time with clients and create new sales opportunities.Practice Management<br><br>We help producers efficiently use their time and resources to build their practices. We help them integrate our suite of business building programs, processes, software and tools to acquire and maximize time with clients and create new sales opportunities.Marketing & Lead Generation<br><br>We provide marketing support and training to help advisers enter new markets, strengthen existing client relationships and sell a balanced mix of products based on their clients’ life stages. We provide insights, turnkey marketing initiatives, concepts and sales tools that favorably position advisers in front of our target markets of small business owners, professionals, and high-net-worth individuals and their families. As Penn Mutual is building its brand to engage more consumers through initiatives like sponsorships, they will eventually provide advisers with the leads that brand recognition generates for them.Marketing<br><br>We provide marketing support and training to help producers enter new markets, strengthen existing client relationships and sell a balanced mix of products based on their clients’ life stages. We provide insights, turnkey marketing initiatives, concepts and sales tools that favorably position producers in front of our target markets of small business owners, professionals, and high-net-worth individuals and their families.Advanced Sales Support<br><br>We provide a consultative approach to help advisers be successful in the advanced markets by working with them on large, complex cases to develop customized proposals and case preparation. We provide ongoing education and training on advanced sales concepts and related tax and technical information.Advanced Sales Support<br><br>We provide a consultative approach to help producers be successful in the advanced markets by working with them on large, complex cases to develop customized proposals and case preparation. We provide ongoing education and training on advanced sales concepts and related tax and technical information.Personalized Experience<br><br>We value our relationships with advisers and their clients, and we deliver personal care and attention by viewing every contact as an opportunity to strengthen these relationships. We strive to make all of our business practices and materials as simple, clear, and inviting as possible. Mutual Advantage and Financial Strength<br><br>Gives us the capability to deliver to our clients. And, right above that are advisers and clients, the company's two key constituencies. By consistently delivering the AVC to our advisers, Penn Mutual can successfully meet the needs of our clients.

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