Message from
Tom Harris, CLU®, ChFC®, FLMI, Executive Vice President, Distribution It’s hard to believe we’re in the full swing of summer – and what a summer it has been! Our Royal Blue and Golden Eagle Conferences were incredible and I was thrilled to spend time with so many of our advisors in Puerto Rico and Lisbon. We’re already planning for these recognition conferences next year and I encourage you to visit Producers Place and see where you stand. As a company, we continue to seek the best advisors from across the country to do business with us and partner with our field offices. One way we are doing that is through The Penn Mutual Center for Veterans Affairs. We established this in partnership with The American College as a way to not only give back to service men and women, as well as their families, but to attract people with skills that will lend themselves to a successful career in the financial services industry. This edition of Leading Edge profiles three advisors who are military veterans and they share their insights as to why financial services has been a good second career for them. You’ll also learn ways that you can support The Penn Mutual Center for Veterans Affairs and an update on the scholarship program from executive director, Ted Digges. At this year’s Royal Blue Conference, one of the most well attended break-out sessions was Social Styles: Understanding and Working with Those Around You, presented by Lisa Davis, Managing Director at 1847Financial. In this issue, you will learn about how teamwork, diversity and social styles impact the way you communicate with clients and colleagues and keys to success for implementing this in your daily routine. Eileen McDonnell and I had the opportunity to recognize Randy Cowell at the Royal Blue Conference with the Financial Professional of the Year Award. This award is given to an individual who demonstrates extraordinary commitment to continuing education and a high standard of ethics. Randy is a true example of all of these qualities and I encourage you to read more about him and his practice.
Penn Mutual’s myWorth program has been promoting the importance of working with women clients, and many advisors are finding success by targeting women in their prospecting efforts. Recently, Mike Ross from the New England Region had the opportunity to speak at the Million Dollar Round Table’s annual conference and you’ll get to hear from Mike about how women can give your career a boost. In June, we launched Accumulation Builder Advantage Indexed Universal Life that is setting us apart from the competition with its strong accumulation and income potential. Read on to learn how your clients can benefit from its attractive offerings. As you know, last year we embarked on our sponsorship of collegiate rugby with the Penn Mutual Varsity Cup and the Penn Mutual Collegiate Rugby Championship. It was an exciting time for us as we connected with this new dynamic audience. There have been so many success stories and components of this sponsorship, so please read on to learn about all of the benefits we are seeing in just our first year. Finally, I’d like to remind everyone that September is Life Insurance Awareness Month and is a perfect time for you to talk to your clients about the importance of life insurance in a sound financial plan. Turn-Key marketing campaigns are available for you to take advantage of by visiting www.pennmutual.com/ bringittolife and I encourage you to keep an eye out for an exciting campaign that will be featured on our corporate social media channels. Enjoy this issue of Leading Edge and best of luck in achieving your goals for the rest of the year! Sincerely,
Thomas H. Harris
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