Podcast Episodes
Back to SearchTop Planning Insights Financial Professionals Need Going Into 2026
Season 2 Episode 12
In this special year-end episode of the Life Matters Podcast, Bill Bell and co-host Jenna Washatka look back at their favorite moments of 2025, the t…
10 months, 1 week ago
2026 Planning Questions from the Field
Season 2 Episode 11
In this special episode of Life Matters Podcast, hosts Bill Bell, VP of Advanced Sales, and Jenna Washatka, Director of Advanced Sales, bring togethe…
11 months ago
Why Management Service Organizations (MSOs) Can Be a Game Changer for Business Owners
Season 2 Episode 10
Tax planning is one of the most pressing challenges for business owners, and Penn Mutual is helping financial professionals uncover strategies that c…
1 year ago
Special Needs Planning: What Every Financial Professional Must Know
Season 2 Episode 9
Special needs planning is one of the most important and often overlooked areas in financial services, and Penn Mutual is equipping financial professi…
1 year, 1 month ago
How Multilife Planning is Revolutionizing Executive Benefits
Season 2 Episode 8
Multilife sales are opening new doors for financial professionals and Penn Mutual is making it easier than ever to step in. In this episode of The Li…
1 year, 2 months ago
What Tax Reform Really Means for the Life Insurance Industry
Season 2 Episode 7
The biggest tax reform in years has officially been signed into law and it brings sweeping changes that financial professionals can’t afford to ignor…
1 year, 3 months ago
How This Former Attorney Helps Clients Actually Build Wealth
Season 2 Episode 6
In this episode of Life Matters, a Penn Mutual podcast, Bill Bell, VP of Advanced Sales, sits down with Ruvin Levavi, former trust and estate attorne…
1 year, 4 months ago
The #1 Marketing Mistake Financial Professionals Are Still Making in 2025
Season 2 Episode 5
The way clients discover and choose financial professionals has evolved—and outdated marketing tactics just don’t cut it anymore.
In this episode of t…
1 year, 5 months ago
Before You Use Premium Financing… Watch This!
Season 2 Episode 4
Premium financing is often pitched as a silver bullet for high-net-worth clients—but is it really that simple? In this episode of the Life Matters Po…
1 year, 5 months ago
Closing the Gender Gap: Women Leading the Future of Finance
Season 2 Episode 3
Women are transforming the financial industry with expertise, leadership, and a client-first mindset. As more women take on financial professional ro…
1 year, 7 months ago