There’s no one-size-fits-all approach to solutions and case design. 


With our Advanced Sales team, you have access to one of the nation’s highly regarded advanced sales leaders, Bill Bell, and his entire team of legal professionals in business, estate, charitable, retirement and tax planning. Reach new markets and identify planning opportunities and solutions to help meet your clients’ needs.

Advanced Sales Support - Dedicated Resources Committed to Helping You Grow Your Business

Penn Mutual’s Advanced Sales Team provides value-added support for complex case design.

 VP, Advanced Sales

Bill Bell, JD, MBA

VP, Advanced Sales

 Director, Advanced Sales

Amy Bryant, JD, CLU

Director, Advanced Sales

 Director, Advanced Sales

Lindsay Cigler, JD

Director, Advanced Sales

 Director, Advanced Sales

Jay Perlman

Director, Advanced Sales

 Director, Advanced Sales

George Bradley, ChFC, CLU

Director, Advanced Sales

 Director, Advanced Sales

Jenna Washatka, JD, CLU, ChFC

Director, Advanced Sales

Resources available to help you master your craft

Penn Mutual Perspectives


The most important issues financial professionals are concerned about, provided by Penn Mutual’s Advanced Sales Team through monthly articles and blogs.

Industry Updates


Think About It Newsletter – Insights into the latest life insurance and financial tools, techniques and cutting-edge planning concepts.

FREE Online Reference Tools

Tax Facts Online

A well-regarded and up-to-date industry resource on taxation.

Annuity Playbook

Resources that address frequent topics that arise when discussing annuities.

National Underwriter Tax & Financial Planning Library

Strengthen your knowledge in estate planning, business planning, and charitable planning with access to our library.

Advanced Markets SalesMaker

Presentations with client talking points, short summaries and graphics that depict key sales concepts.

Advanced Markets Online

Software that provides specialty documents and life event checklists for advanced underwriting cases.


What makes us different?

Many firms claim to offer advanced sales support or services in case design but lack the legal accreditation and experience to understand the strategies and products, as well as the legal and tax ramifications for short- and long-term plans.  Let our advanced sales team help you with your most complex opportunities and cases.

See how we can help you reach your goals.

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