Top Planning Insights Financial Professionals Need Going Into 2026

In this special year-end episode of the Life Matters Podcast, Bill Bell and co-host Jenna Washatka look back at their favorite moments of 2025, the topmost listened to episodes of 2025, and celebrate the show’s 25th episode milestone.You’ll hear highlights from the year’s most valuable conversations, including:What the Accelerated MultiLife Platform (AMP) means for executive benefits and multilife marketEssential insights on special needs planning, tax reform, and H.R. 1When Management Services Organizations (MSOs) make sense for business owners and where life insurance fitsModern estate and advanced planning strategiesWhether you focus on business owners, special needs families, or high-net-worth estate planning, this recap is packed with advanced sales insights you can use in client conversations right away.Have a question or comment for Bill? Drop him an email at: [email protected] Us Facebook: https://www.facebook.com/PennMutual/Instagram: https://www.instagram.com/PennMutual/LinkedIn: https://www.linkedin.com/company/penn-mutual/Presented by Penn Mutual: https://www.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.8655118NS_DEC27 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.