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  • Monday, 30 September 2024

Streamlining Success for Financial Professionals

By: Stephen Kennedy, Chief Operating Officer, Penn Mutual


Welcome to the eighth installment of our 9-part series showcasing Penn Mutual's unwavering commitment to financial professionals and how 1847Financial brings these promises to life. Each "Diamond" in the series represents a different aspect of this commitment.


Since joining Penn Mutual this past spring, it’s been incredible to see how employees are focused on delivering an exceptional experience. It is true that the success of our Financial Professionals is connected to how easy and efficient we make it for them to do business with us. Every interaction we have is an opportunity to demonstrate our commitment and to reinforce the trust they place in us. As we continue to grow and innovate, it’s essential that we keep our focus on making the business processes as seamless as possible for our customer, the Financial Professional.

Leading Technology
Penn Mutual has a true competitive advantage with the Accelerated Client Experience (ACE), our completely digital life insurance buying experience. ACE streamlines the entire application process, saving you time while offering the individual faster protection with accelerated underwriting potential. When we make it easier for their clients, we are also make it easier for the Financial Professional. This is just one of the tools Penn Mutual has invested in to simplify processes — from managing client portfolios to tracking performance and generating reports.  That way, Financial Professionals can focus on what they do best — providing sound advice and building strong client relationships.

Flexibility to Meet Diverse Needs
We recognize that every Financial Professional’s practice is unique, and we strive to offer the flexibility they need to meet their clients’ diverse needs. Our wide range of products and services can be tailored to fit different financial strategies and goals. This adaptability helps make Penn Mutual the go-to partner for Financial Professionals across the country. It’s easier to do business with us because they have customized solution they need at the right time, to best serve their clients.

The ease of doing business with Penn Mutual is not just a slogan — it’s a promise we make to our Financial Professionals every day. Together, we’re not just supporting Financial Professionals — we’re empowering them to achieve their goals, exceed their clients’ expectations and build lasting relationships that will drive their success and ours for years to come.

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