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Comprehensive adviser support

At Penn Mutual, we provide local, regional and national support to our advisers and their practices. This includes access to experienced financial services leaders, underwriting services, sales and marketing resources, and additional innovative adviser solutions.

These nine pillars represent our promise to deliver value today, tomorrow, and well into the future for our advisers.

Marketing &
Lead Generation

We provide marketing support and training to help advisers enter new markets, strengthen existing client relationships, and offer a balanced mix of competitive and flexible products based on their clients’ life stages. We provide insights, turnkey marketing initiatives, concepts, and sales tools that favorably position advisers with small business owners, professionals, and high-net-worth individuals and their families.

Underwriting
Services

We provide predictable, timely, and consistent underwriting decisions by aligning our underwriting guidelines with our products, marketing concepts, and sales systems. Our highly experienced team provides you and your clients with a high level of service.

Competitive
Products

We maintain a competitive, flexible, and balanced portfolio of life insurance and annuity products, and provide our advisers with effective sales concepts that are relevant for current market conditions.

Advanced
Sales Support

We provide a consultative approach to help advisers develop customized proposals. We provide ongoing education and training on advanced sales concepts and related tax and technical concerns.

Field
Leadership

Our field leaders deliver our Adviser Value Commitment to advisers at the local level. That means supporting local advisers, and helping them build their practices and succeed with Penn Mutual through all stages of their careers.

Competitive
Compensation and Recognition

We attract, retain, and recognize talented advisers with competitive compensation and benefit plans.

Personalized
Experience

We value our relationships and personalized experience with advisers and their clients. We deliver personal care and attention by viewing every interaction as an opportunity to further strengthen these relationships.

Practice
Management

We help advisers efficiently use their time and resources to build their practices. We help them utilize our suite of business building programs, processes, software, and tools to acquire and maximize time with clients.

Broker-dealer
Relationship

Since 1969, Hornor, Townsend & Kent, LLC (HTK) has offered advisers a broad and flexible platform to access a multitude of investment products for wealth management and financial protection. HTK offers stability and value to advisers as they explore all options in the best interest of their clients.

The advantage of mutual strength

As a mutual company, we’re owned by our policyholders – not by stockholders. Our policyholders can count on us for life.

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