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Life Matters – A Penn Mutual Podcast
Penn Mutual
24 episodes
1 week ago
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.
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All content for Life Matters – A Penn Mutual Podcast is the property of Penn Mutual and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
News,
Business News
Episodes (20/24)
Life Matters – A Penn Mutual Podcast
Why Management Service Organizations (MSOs) Can Be a Game Changer for Business Owners
How business owners use MSOs to reduce tax, build protection, and reinvest more capital inside their enterprises.
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2 weeks ago
32 minutes 58 seconds

Life Matters – A Penn Mutual Podcast
Special Needs Planning: What Every Financial Professional Must Know
Special needs planning requires empathy and expertise. Pat Bergmaier shares strategies, tools, and insights for financial professionals.
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1 month ago
47 minutes 36 seconds

Life Matters – A Penn Mutual Podcast
How Multilife Planning is Revolutionizing Executive Benefits
How financial professionals use multi life insurance to serve business clients and simplify executive benefits.
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2 months ago
57 minutes 12 seconds

Life Matters – A Penn Mutual Podcast
What Tax Reform Really Means for the Life Insurance Industry
HR1 is here. Learn what’s changed in tax law and why the life insurance profession is calling this legislation a major win.
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3 months ago
33 minutes 40 seconds

Life Matters – A Penn Mutual Podcast
How This Former Attorney Helps Clients Actually Build Wealth
Learn why young attorneys need tailored financial plans—Ruvin Lavavi explains using life insurance, smart 401(k) moves, and debt-management tips.
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4 months ago
34 minutes 36 seconds

Life Matters – A Penn Mutual Podcast
The #1 Marketing Mistake Financial Professionals Are Still Making in 2025
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.
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5 months ago
46 minutes 8 seconds

Life Matters – A Penn Mutual Podcast
Before You Use Premium Financing… Watch This!
Marc Schechter joins Bill Bell to set the record straight on premium financing and share insights on growing a modern advisory firm with purpose.
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6 months ago
33 minutes 35 seconds

Life Matters – A Penn Mutual Podcast
Closing the Gender Gap: Women Leading the Future of Finance
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.
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7 months ago
43 minutes 19 seconds

Life Matters – A Penn Mutual Podcast
You Won't Believe How Death Taxes Impact Your Wealth
Bill Bell and Jonathan Forster discuss estate tax changes, trust strategies, and how life insurance can play a key role in preserving wealth.
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8 months ago
42 minutes 45 seconds

Life Matters – A Penn Mutual Podcast
Jen Fox Shares the Surprising Truth About Upcoming Tax Changes
Bill Bell and Jen Fox discuss tax reform, financial security advocacy, and the future of life insurance policies in this insightful episode.
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10 months ago
43 minutes 54 seconds

Life Matters – A Penn Mutual Podcast
Leadership Legacy: Tom Harris on Challenges and Growth
Bill Bell and Tom Harris discuss attracting top talent, industry trends, mutual company stability, and Penn Mutual's innovative ACE platform.
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11 months ago
37 minutes 34 seconds

Life Matters – A Penn Mutual Podcast
Unlock Success: Dive into Transformative Strategies for Financial Professionals with Caleb Guilliams!
Caleb Guilliams, founder of BetterWealth, shares his unique insights into the evolving landscape of Life Insurance.
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11 months ago
49 minutes 47 seconds

Life Matters – A Penn Mutual Podcast
Beat the Tax Clock: Year-End Planning Tips from Penn Mutual
Join Bill Bell and Penn Mutual's Advanced Sales Team as they reveal year-end strategies for estate, business, charitable, and retirement planning.
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1 year ago
49 minutes 30 seconds

Life Matters – A Penn Mutual Podcast
Unlocking Efficiency: How ACE is Revolutionizing Underwriting
Glen Wright and Matt Fones discuss Penn Mutual’s ACE platform, the Tax Cuts and Jobs Act sunset, and key insights for financial professionals.
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1 year ago
40 minutes 44 seconds

Life Matters – A Penn Mutual Podcast
Product Excellence: The Philosophy and Innovations Driving Penn Mutual’s Success
Chief Product Officer, Ray Caucci, and Director of Product Strategy & Competitive Analysis, Riley Thornburgh discuss the latest in product innovation.
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1 year ago
37 minutes 40 seconds

Life Matters – A Penn Mutual Podcast
Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling
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!
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1 year ago
45 minutes 34 seconds

Life Matters – A Penn Mutual Podcast
Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations
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.
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1 year ago
44 minutes 40 seconds

Life Matters – A Penn Mutual Podcast
The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact
Chief Underwriter Brian Bertini and Head of Mortality Management Gretchen Dinucci discuss underwriting innovations at Penn Mutual.
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1 year ago
38 minutes 39 seconds

Life Matters – A Penn Mutual Podcast
Sales Strategies and Market Perspectives with Tom Meyer
Regional Vice President for Penn Mutual, Tom Meyer, shares his insights into what's driving growth in the Life Insurance Industry around the country.
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1 year ago
34 minutes 1 second

Life Matters – A Penn Mutual Podcast
Redefining Wealth: The Impact of Women in Finance
Melanie Colusci of Bridger Financial Group & Joanna Craney of Empowered Financial Strategies join us for Part 2 of our ‘Women in Finance’ series.
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1 year ago
33 minutes 21 seconds

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.