Solutions

Achieve your lifetime financial goals

The earlier you start planning and saving, the better prepared you’ll be to reach your goals in life. A Penn Mutual adviser can help you understand how permanent life insurance fits into your financial plan, providing valuable protection, while also helping you pay for future needs.

Solutions That Can Help You:

  • Make a down payment on a house
  • Fund a child or grandchild's education
  • Pay for a wedding
  • Enjoy a comfortable retirement
  • Grow your business
  • Prepare for unexpected expenses or emergencies

Plan and enjoy your retirement

Achieve the retirement you’ve always wanted. An adviser can guide you through the process to create a plan for saving and also help you understand our solutions, their tax benefits and other advantages, so you can reach your goals.

Solutions That Can Help You:

  • Complement your traditional retirement plan(s)
  • Diversify and protect your assets against market fluctuations
  • Achieve your financial goals with tax-advantaged growth
  • Provide supplemental income in retirement, potentially income-tax free
  • Prevent exposure to higher tax brackets
  • Protect your family’s lifestyle

Protect your family’s future

Leave a larger, more tax-efficient legacy for your heirs and help control what happens to the wealth you've worked hard to build during your lifetime.

Solutions That Can Help You:

  • Provide immediate funds to loved ones to pay for expenses at death
  • Take care of your loved ones and protect your family’s lifestyle
  • Provide a legacy for your children and/or grandchildren
  • Preserve more wealth by reducing taxes at death
  • Ensure your assets are passed along according to your wishes
  • Give back to a favorite charity

Grow and protect your business

We can help you find ways to protect more of your assets, keep more income and build more personal wealth while preserving your business for the future.

Solutions That Can Help You:

  • Ensure the continuation of your business in the event of the unexpected
  • Attract and retain top talent
  • Provide retirement income for you and your employees
  • Expand your business
  • Enable the continued success of your business after retirement and into the future

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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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.

Learn more

Who we are

Committed to mutuality. Focused on relationships. Founded on financial strength. We’re a life insurance leader that works for you.

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