The Penn Mutual Life Insurance Company Introduces iPad® Small Business App
| PR Web |
The resources available on the iPad® application include Penn Mutual’s Success Over Survival Workshop Presentation, small business brochure and various risk assessors and fact finders. The risk assessors and fact finders are all focused on the key planning areas most prevalent with business owners, including succession planning, retirement planning, estate planning and key employee planning. Plus, they can be filled out, saved and emailed right from the application.
“Penn Mutual is continually looking for ways to meet the evolving needs of our financial professionals and adapt to changes in the way we communicate and conduct business. This new app has the critical information needed to engage the small business owner and help educate them on their unique planning needs. As financial professionals become increasingly reliant on iPads as a tool to use during their client meetings, Penn Mutual created this app as a way to help them engage their business owner clients on a more personal level,” said
Each of the small business marketing tools offered on the iPad® app is designed to help Penn Mutual financial professionals effectively target prospective clients and develop business owner relationships. Through a broad range of educational materials and interactive resources, the tools assist producers in educating their clients and focusing conversations on key needs to foster meaningful conversations, uncover needs and plan for the future.
About
Since its founding in 1847, Penn Mutual has been driven by our noble purpose to create a world of possibilities. At the heart of this purpose is the belief that purchasing life insurance is the most protective, responsible and rewarding action a person can take, and is central to a sound financial plan. The company is committed to helping families unlock life’s possibilities through life insurance and annuity solutions. This is accomplished through a national network of financial professionals, who help clients make great things possible. Penn Mutual supports its field representatives with brokerage services through
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