By Heather Nagengast, President of 1847Financial

As the leader of 1847Financial which now includes HTK, I take pride in the support we offer financial professionals.

1847Financial is Penn Mutual’s and HTK’s most closely affiliated distribution system that provides support for building strong and sustainable financial practices. We like to say, “It’s your practice, your goals and our support.”

Our vision is clear: to be the distribution network of choice for high performing, growth-oriented, independent financial professionals, capitalizing on the resources of both Penn Mutual and HTK, our trusted broker-dealer/RIA.

The core of our mission lies in the recruitment and retention of financial professionals, focused on growing their practices through top-tier products and customizable support.

Our allegiance to our financial professionals dates back to 1995, spanning nearly three decades. Through this time, we’ve remained steadfast in our commitment to their success and that of their clients. We strive to provide industry-leading capabilities and unparalleled expertise while fostering deep and meaningful relationships between financial professionals and our teams.

I’m thrilled to announce a new blog series, shining a spotlight on our unwavering financial professional value commitment. In the coming months, we’ll delve into the “Nine Diamonds,” each representing a facet of this enduring commitment. These diamonds are integral to Penn Mutual and 1847Financial embodies them day in and day out.

Stay tuned as we explore how this commitment shapes our approach. In the meantime, here’s a sneak peek at what’s to come:

•  Competitive Products – Competitive life insurance, annuities, investments and securities through Penn Mutual and HTK
•  HTK – A top 25* b-d
•  Competitive Compensation & Recognition – Opportunities for growth, recognition and connection, including competitive compensation
•  Advanced Sales – Dedicated team to assist with business, estate, charitable, retirement and tax planning
•  Local Leadership & Support – Local firms with unique cultures and specialties
•  Underwriting – Access to ACE, a fully digital platform to purchase life insurance
•  Marketing – Dedicated and personalized consulting to help you create a strong market presence with the latest marketing tools to attract more clients
•  Practice Management – Dedicated and personalized coaching to refine your skills and increase your efficiency and profitability
•  Ease of Doing Business – Technology tools for marketing and managing your business

Stay tuned as we delve deeper into each of these areas and explore how they enhance your professional journey.

_{*2024 Financial Advisor Magazine ranking based on financial figures as of Dec. 31, 2023. For the complete report, visit fa-mag.com.}

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