Life Matters – A Penn Mutual Podcast

On this episode of Life Matters, Brian Bertini, Vice President and Chief Underwriter, and Gretchen Dinucci, Head of Mortality Management at Penn Mutual join host and Advanced Sales VP, Bill Bell to discuss the critical role that underwriting and mortality management play in the insurance process, the latest advances, and so much more! Key Takeaways for Financial Professionals: 1. Auto-bind and Fac...

On this episode of Life Matters, Regional Vice President for Penn Mutual, Tom Meyer, joins host and Advanced Sales VP, Bill Bell to share his insights into what's driving growth in the Life Insurance Industry around the country, and so much more! 1. Product Popularity In Different Regions: Learn which products tend to be most popular in different areas of the country. 2. Technology Integration and...

Updated as of March 12, 2026 Welcome to Part 2 of this special 'Women in Finance’ edition of Life Matters, featuring  Melanie Colusci, President at Bridger Financial Group and Joanna Craney, Founder, Partner, and Special Needs Planner at Empowered Financial Strategies, alongside guest host and Director of Advanced Sales, Jenna Washatka. Key Takeaways for Financial Professionals: 1. Growing Need fo...

Updated as of March 6, 2026 Optimize your professional toolkit with our must-listen 'Women in Finance' edition on the Life Matters podcast. This episode brings together industry trailblazers Jeri Turley, Principal at Winged Keel, Eryka Morehead, President and CEO at Collaborative Planning Group, and our insightful guest host Jenna Washatka, Director of Advanced Sales. Essential Insights for Financ...

Updated as of March 10, 2026 Join us for a special 'Tax Mulligan Season' episode of Life Matters, featuring Scott McHenry, President and Chief Actuary of McHenry Advisers, alongside our Advanced Sales VP, Bill Bell. Key Takeaways for Financial Professionals: 1. Maximize Retirement Benefits: Learn how cash balance plans can be a game-changer in turning hard work into a dream retirement for high-net...

To launch and kick-off the podcast with a bang, in the first episode of Life Matters: A Penn Mutual Podcast , Advanced Sales VP, Bill Bell sits down with none other than the President & CEO of Penn Mutual, Dave O’Malley .  Dave, who began his career at Penn Mutual in 1994 as an intern, shares his experience and insights that bring unique knowledge for financial professionals.  Together, Dave and B...

Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life...