Dave O’Malley recently sat down with Caleb Guilliams 🔑 Founder l Speaker on the popular BetterWealth podcast for a conversation about current dynamics in the financial services industry, the important role of mutual companies in this changing landscape and how Penn Mutual stands out. Don’t miss this insightful interview with our Chairman and CEO. Watch/listen now: https://lnkd.in/esTdTzZw Read more: https://bit.ly/4f5q07J
Penn Mutual
Insurance
Horsham, PA 15,779 followers
Helping people get stronger is a pretty good business to be in.
About us
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
- Website
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https://www.pennmutual.com/about-us
External link for Penn Mutual
- Industry
- Insurance
- Company size
- 1,001-5,000 employees
- Headquarters
- Horsham, PA
- Type
- Privately Held
- Founded
- 1847
- Specialties
- Life Insurance and Annuities
Locations
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Primary
Get directions
600 Dresher Road
Horsham, PA 19044, US
Employees at Penn Mutual
Updates
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Penn Mutual is pleased to announce our prestigious annual Financial Professional award recipients. Ruvin Levavi, Esq. with 1847Financial and Eryka Morehead, CAP, CLTC, LACP with the Penn Mutual Independence Financial Network (IFN) have each been named the 2024 Financial Professional of the Year. William Chambley, CFP has been named the Hornor, Townsend & Kent 2024 Blue Chip Award winner. These awards recognize a select few Penn Mutual and HTK Financial Professionals for their exceptional commitment to client service, high integrity and focus on continuing education. Congratulations!
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We’re proud to announce the expansion of our leadership team, with Stephen Kennedy joining as Chief Operating Officer to deliver on Penn Mutual service excellence; Jennifer Dorfmeister appointed as Chief Distribution Officer as we expand our national distribution; and Heather Nagengast, President of 1847Financial, our growing affiliated Financial Professional organization. Read more: https://bit.ly/44RXOAw
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Congratulations to Hornor, Townsend & Kent on this ranking, a reflection of their strength as a wealth management firm.
HTK is proud to be named a top 25 independent broker-dealer again in 2024 by Financial Advisor Magazine! HTK ranked No. 22, moving up three places from last year. We thank our affiliated financial professionals for their role in our continued success and their steadfast dedication to best serving their clients. Read more: bit.ly/440VoiC
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In 2023, we delivered another year of strong results and performance, reflecting our continued dedication to Financial Professionals and policyholders. View and download our 2023 Annual Report today: https://bit.ly/3UoDwve
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We’re pleased to announce we’ve renewed our Enterprise-level partnership with Finseca, the leading voice for financial security professionals across the U.S. This partnership offers Finseca’s nearly 9,000 members with abundant professional development opportunities, networking with peers and access to Penn Mutual at Finseca’s premier event, the Advanced Markets conference, coming this May. Read more and get involved: https://bit.ly/3U10irE
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Congratulations to Penn Mutual Asset Management, LLC on being named to this well-respected list.
Penn Mutual Asset Management has been honored with the Manager of the Decade designation for its Core Plus Bond Strategy, being named to the celebrated PSN Top Guns List of best performing strategies in the Core Plus Universe for the period ending December 31, 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers. "Congratulations to the entire PMAM team for receiving PSN’s Manager of the Decade, an award that underscores the Core Plus Bond Strategy’s consistently strong performance during the past 10 years. It’s a testament to our team's expertise in executing our value-driven approach through multiple periods of heightened interest rate and credit market volatility." - Mark Heppenstall, CFA, Chief Investment Officer Check out the full announcement here: https://lnkd.in/eQ8quu5c #fixedincome #assetmanagement #bonds #investing #coreplus #markets #team
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We’re proud to share that AM Best has reaffirmed our A+ (Superior) financial strength rating again in 2024. This prestigious rating, the second highest of AM Best’s 15 ratings, marks 97 consecutive years of holding an A rating or higher – the longest running in the industry. This independent assessment is a testament to our long-standing ability to fulfill promises and is recognized worldwide as a key benchmark for financial strength. Read more: https://bit.ly/4a2VY1A
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Direction, Alignment, Commitment: That was the focus of our inaugural Leadership Summit in Philadelphia this week. More than 150 leaders from across the country gathered in-person to explore new ways to lead effectively, with takeaways to bring back to their teams. Special thanks to Financial Professionals Pat Bergmaier, CFP® ChSNC®, Melanie Colusci, CFP®, AEP® and Sammy Schiff who joined our panel discussion. Keynote Speaker Nicole Malachowski, the first woman Thunderbird pilot, ended the Summit with a standing ovation. She reminded us that nothing of significance is ever accomplished alone and to honor our "wingman contract."
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Exciting News! We just launched the first episode of Life Matters: A Penn Mutual Podcast! In this inaugural episode, our Advanced Sales VP, Bill Bell, sits down with our Chairman, President & CEO, David O'Malley https://lnkd.in/gMfBSfPt Dive deep into Dave's career journey, as they discuss the industry’s current state and share perspectives on leadership that are bound to inspire! Whether you're in the financial sector or just interested in industry trends, this podcast is your go-to source for expert perspectives. Tune in for a unique and fun take on life insurance topics that truly matter. #LifeMattersPodcast
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