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Section: Real Financial Stories

Real Financial Stories

Choosing the right financial strategy is a very personal decision. Not all financial products are right for everyone. That's why it's so important to work with a financial professional–someone experienced in tailoring options to best suit your long-term goals.

The following stories are about real people, just like you, who were looking for sound advice about their financial future:


See Kate and Jason's Story

The Importance of Starting Early and Permanent Life Insurance (1:37)

Learn the importance of starting their plan early and the critical role of life insurance within a financial plan.


Laurie's Story – Planning for Your Family and the Unexpected

Laurie’s mom and dad worked with a financial professional who showed them the importance of life insurance, especially as they were starting a family. As a young child, Laurie didn’t understand the magnitude of her parents’ decision to purchase life insurance, but now that she’s starting a family of her own, her first hand experience is shaping the financial decisions she makes for her and her growing family.

Other Stories

Contact a Penn Mutual Adviser who can help you determine your needs and choose the right product for you.  All information will remain strictly confidential.

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