Bill Bell and Tom Harris discuss attracting top talent, industry trends, mutual company stability, and Penn Mutual's innovative ACE platform.
In this must-listen episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Tom Harris, President of Penn Mutual's Life and Annuity Division, for one of his final interviews before his upcoming retirement at the end of the year. Packed with invaluable insights, this conversation captures decades of leadership wisdom and strategic foresight from one of the industry's most respected voices.
Tom reflects on the challenges and opportunities shaping the life insurance landscape, revealing how Penn Mutual’s innovative operational model attracts top-tier talent and ensures long-term stability. They also discuss how the pandemic has reshaped business practices and dive into the game-changing ACE (Accelerated Client Experience) platform, revolutionizing the way clients and financial professionals engage with life insurance.
What You’ll Learn:
1. The Mutual Advantage: How mutual companies like Penn Mutual deliver stability and lasting value for financial professionals and their clients.
2. Winning the Talent War: How innovation and flexibility are key to attracting and retaining top talent.
3. Staying Ahead of Industry Trends: Why personalized guidance still outshines direct-to-consumer models in today’s market.
4. Driving Efficiency with ACE: How the Accelerated Client Experience platform is making life insurance easier, faster, and more intuitive for professionals and clients alike.
Don’t miss this rare opportunity to hear Tom’s reflections and forward-thinking strategies as he prepares to close an incredible chapter in his career. Tune in for actionable takeaways and fresh inspiration to elevate your financial practice!
Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com
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Presented by Penn Mutual
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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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