Life Matters – A Penn Mutual Podcast

2026 Planning Questions from the Field

Episode Summary

We answer real advisor questions on trusts, tax strategies, and planning tools plus some fun Thanksgiving moments with the Advanced Sales team.

Episode Notes

In this special episode of Life Matters Podcast, hosts Bill Bell, VP of Advanced Sales, and Jenna Washatka, Director of Advanced Sales, bring together the entire Penn Mutual Advanced Sales team for a unique financial professional driven conversation built mostly from questions submitted by financial professionals across the country.

Joining the discussion are Lindsay Cigler, Amy Bryant, George Bradley, Jay Perlman, and Bruce Guillemette, Directors of Advanced Sales, as they tackle the most timely and technical topics shaping today’s advanced planning landscape. From the effects of new legislation to evolving executive benefit strategies and emerging market opportunities in 2026, this roundtable offers expert perspectives from every angle.

Key Takeaways:

• How the Triple B and interest rate changes are influencing the advanced planning marketplace
• Why income tax and estate planning remain crucial for the middle affluent
• The evolving role of executive benefits, Restricted Executive Bonus Arrangements (REBAs), and premium financing in business-owner planning
• The story behind “Life Insurance as an Alternate Asset” and how it’s changing client conversations

Whether you’re a financial professional, or industry partner, this episode delivers expert insight and practical strategies straight from Penn Mutual’s Advanced Sales team.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

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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.

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