By: Bill Bell, Vice President, Advanced Sales

Welcome to the second installment of our 9-part series, highlighting our steadfast dedication to financial professionals. Each of the "Nine Diamonds" represents a unique facet of this commitment.

As the Vice President of Advanced Sales for Penn Mutual, I lead a team of six professionals with over 125 years of combined experience in life insurance and annuities planning. We're your go-to team for all things advanced sales strategies, whether it’s estate planning, business planning, retirement planning, or any other strategy involving life insurance or annuities. We've got the tools and knowledge to level up your sales game!

Besides offering case consultation, we’re also big on creating marketing content to use in conjunction with advanced sales strategies. Here are a couple of tools I’d like to highlight.

1. Life Matters Podcast: Tune in to our monthly podcast, Life Matters, available on your favorite podcasting platform. We keep things light, entertaining, and dare I say, perfect for your daily dog walks. Trust me, you don't want to miss out on this.

• Apple Podcasts - https://podcasts.apple.com/us/podcast/life-matters-a-penn-mutual-podcast/id1700971729
• Spotify - https://open.spotify.com/show/6NunkNFgFsHw0TSAoKpFwJ
  
  

2. Blogs: Our team also publishes monthly blogs, written in plain language, so they're easily digestible by financial professionals and clients alike. We cover hot topics like estate planning, business strategies, tax tips, and whatever else is making waves in the market. Catch our blogs on the 1847Financial website and LinkedIn for some invaluable insights.

As an extension of your team, you can use our team’s experience and knowhow to stay ahead of the curve and tap into the latest trends. We're all about continuous education, ensuring you've got the most relevant and innovative solutions at your fingertips.

Check out how else our Advanced Sales team can turbocharge your practice:

• Case Consultation: We offer broad knowledge in identifying opportunities tailored to meet your clients' needs, offering strategic advice that aligns with your business goals.
• Planning Support: Covering a broad spectrum of planning areas, including business, estate, charitable, retirement, and protection, Advanced Sales is a comprehensive resource for crafting solutions that drive client satisfaction.
• Expanding Centers of Influence: Our team members can guide you in building relationships with attorneys and CPAs to expand your network and generate new client leads.

So what are you waiting for? Let's take your advanced sales game to the next level!

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