Podcast Episodes
Back to SearchYou Won't Believe How Death Taxes Impact Your Wealth
Season 2 Episode 2
Estate planning isn’t just about passing on wealth—it’s about protecting it, maximizing flexibility, and ensuring a seamless financial transition for…
1 year, 8 months ago
Jen Fox Shares the Surprising Truth About Upcoming Tax Changes
Season 2 Episode 1
Get ready for a deep dive into tax reform and its potential impact on financial professionals, estate planning, and wealth transfer strategies in thi…
1 year, 9 months ago
Leadership Legacy: Tom Harris on Challenges and Growth
Season 1 Episode 13
In this must-listen episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Tom Harris, President of…
1 year, 10 months ago
Unlock Success: Dive into Transformative Strategies for Financial Professionals with Caleb Guilliams!
Season 1 Episode 12
In this riveting episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales for Penn Mutual, sits down with Caleb Guilliams, the visio…
1 year, 11 months ago
Beat the Tax Clock: Year-End Planning Tips from Penn Mutual
Season 1 Episode 11
In this insightful episode, Bill Bell and Jenna Washatka are joined by the entire Advanced Sales Team at Penn Mutual. Directors of Advanced Sales—Lin…
2 years ago
Unlocking Efficiency: How ACE is Revolutionizing Underwriting
Season 1 Episode 10
Glen Wright, the CEO and Founder of Worth Advisors, and Matt Fones, the Area Senior Vice President at Gallagher, join this episode of Life Matters, w…
2 years, 1 month ago
Product Excellence: The Philosophy and Innovations Driving Penn Mutual’s Success
Season 1 Episode 9
Chief Product Officer at Penn Mutual, Ray Caucci, and Director of Product Strategy and Competitive Analysis, Riley Thornburgh join this episode of Li…
2 years, 1 month ago
Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling
Season 1 Episode 8
Amy Bryant, Director of Advanced Sales at Penn Mutual and Tim McFarland, the Vice President of Advanced Sales at NFP join this episode of Life Matter…
2 years, 3 months ago
Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations
Season 1 Episode 7
Bobby Samuelson, the Executive Editor of The Life Product Review joins this episode of Life Matters, with host and Advanced Sales VP, Bill Bell. Tog…
2 years, 4 months ago
The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact
Season 1 Episode 6
On this episode of Life Matters, Brian Bertini, Vice President and Chief Underwriter, and Gretchen Dinucci, Head of Mortality Management at Penn Mutu…
2 years, 4 months ago