The Easier Way to Approach Multilife Cases

In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, welcomes John “Hutch” Hutchinson, Founder of BankingTruths.com, and Mark Jones, Director of Multilife Sales at Penn Mutual, for a conversation on multilife opportunities and how financial professionals can approach these cases with greater confidence. Multilife cases can be complex, particularly when covering larger groups, but the right technology and support can make the process significantly more manageable for financial professionals. Hutch and Mark share insights from a real client case, exploring why a multilife solution made sense, how the case came together, and how Penn Mutual’s Accelerated MultiLife Platform (AMP) helped streamline the experience. You'll hear insights on: • How financial professionals can identify potential multilife and Employee Stock Ownership Plan (ESOP) opportunities • The differences between simplified issue and guaranteed issue underwriting • How AMP helps create a more efficient digital experience • Lessons learned from a real multilife client case • The value of leveraging support and expertise throughout the process This episode is designed for financial professionals looking to better understand multilife planning opportunities and discover how the right resources and approach can help simplify the experience for both their firms and their clients.   Have a question or comment for Bill? Drop him an email at: [email protected]   Follow Us Facebook: https://www.facebook.com/PennMutual/    Instagram: https://www.instagram.com/PennMutual/   LinkedIn: https://www.linkedin.com/company/penn-mutual/    Penn Mutual's Financial Professional Resource Site: https://gateway.pennmutual.com/   This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.  Accumulation Whole Life (Policy form number ICC18-TL) is a whole life insurance policy offered by The Penn Mutual Life Insurance Company. Policy form number may vary by state. Product and features may not be available in all states. This product is not offered in New York. Accumulation IUL (Policy form ICC22-PI-IFL) is an indexed universal life policy issued by The Penn Insurance and Annuity Company, a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Policy form numbers may vary by state. Products and features may not be available in all states. This product is not offered in New York. Accumulation Variable Universal Life (ICC23-PI-VFL) is a flexible premium, adjustable variable universal life insurance policy offered by the Penn Insurance and Annuity Company, a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Policy form numbers vary by state. Product availability and features may vary by state. This product is not offered in New York. 9031033NS_JUL28  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.