Advanced Sales
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.
Bill Bell, JD, MBA
VP, Advanced Sales
Amy Bryant, JD, CLU
Director, Advanced Sales
Lindsay Cigler, JD
Director, Advanced Sales
Jay Perlman
Director, Advanced Sales
George Bradley, ChFC, CLU
Director, Advanced Sales
Jenna Washatka, JD, CLU, ChFC
Director, Advanced Sales
Resources available to help you master your craft
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.
