Podcast Episodes
Back to SearchYour Client’s Wealth Has Grown. Has Their Estate Plan Kept Up?
Season 3 Episode 10
In this episode of the Life Matters Podcast, host Jenna Washatka, Head of Advanced Sales at Penn Mutual, welcomes Jonathan Forster, an estate plannin…
1 day, 11 hours ago
A New Addition to Penn Mutual’s Protection Portfolio
Season 3 Episode 9
In this episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual welcomes Riley Thornburgh, AVP of Product Strategy, …
4 weeks, 1 day ago
The Partnership Advantage: How Top Financial Professionals Grow and Win More Business
Season 3 Episode 8
In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, welcomes Hunter Gimbel, CEO and Managin…
2 months ago
The Easier Way to Approach Multilife Cases
Season 3 Episode 7
In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, welcomes John “Hutch” Hutchinson, Found…
3 months ago
Will AI Replace Financial Professionals? What You Need to Know
Season 3 Episode 6
In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, welcomes Daria Lee Sharman, Executive D…
4 months ago
The Risk of Outliving Assets Is Real. Retirement Planning Has Changed
Season 3 Episode 5
In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by co-host Jenna Washatka, Di…
5 months ago
Discipline Over Hype: Penn Mutual's Product Design Philosophy
Season 3 Episode 4
In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales is joined by Ray Caucci, Chief Product Officer at Penn …
6 months ago
Women & the Great Wealth Transfer: 3 Firm Leaders on Winning the New Standard in Finance
Season 3 Episode 3
In this Women’s History Month special of Life Matters, Bill Bell and Jenna Washatka spotlight three powerhouse practice owners redefining what modern…
6 months, 4 weeks ago
Why Mutuality is Penn Mutual's Superpower
Season 3 Episode 2
In this special episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Dave O’Malley, Cha…
8 months ago
The Smarter Way to Approach Financial Planning for Physicians
Season 3 Episode 1
In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Jason O’Dell, Managing Par…
9 months ago