Solutions
For your lifetime financial goals
Be overly prepared for the future — and learn how life insurance can fit into your financial strategy.
life insurance can help you:*
- Enjoy a comfortable retirement
- Fund a child or grandchild's education
- Prepare for unexpected expenses or emergencies
- Grow your business
- Make a down payment on a house
- Pay for a wedding
Protect your family's future
Family, Family, Family. Make sure the legacy you leave behind protects your loved ones for the long haul.
protect your family by:*
- Providing funds to loved ones to pay for expenses at death
- Taking care of your loved ones and protecting your family’s lifestyle
- Offering a legacy for your children and grandchildren
- Preserving more wealth by reducing taxes at death
- Ensuring your assets are distributed as you wish
- Giving back to your favorite charity
Enhance your retirement plan
You’ve worked hard, and we’ll work even harder to help you achieve the retirement you’ve always wanted.
create a retirement strategy that:*
- Complements your traditional retirement plan(s)
- Helps diversify your assets
- Achieves your financial goals with tax-advantaged growth
- Provides supplemental income in retirement, potentially income-tax free
- Prevents exposure to higher tax brackets
- Protects your family’s lifestyle
Grow and protect your business
You took a chance and went after your dream. Let us help you protect your assets and preserve that dream for the future while you grow your business.
help your business thrive by:*
- Attracting and retaining top talent
- Providing retirement income for you and your employees
- Expanding your business
- Preparing a succession plan ahead of your retirement or for when you’re gone
New to Penn Mutual? Find a Financial Professional
To explore our products or services, you’ll need to connect with a financial professional. We’re here to help you find the right financial professional to meet your unique needs.