Best Penn Mutual Podcasts (2025)

1
The #1 Marketing Mistake Financial Professionals Are Still Making in 2025 46:08

4d ago46:08

46:08

The way clients discover and choose financial professionals has evolved—and outdated marketing tactics just don’t cut it anymore. In this episode of the Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Samantha Russell, Chief Evangelist at FMG, to discuss how modern marketing is reshaping the financial services i…

1
Let’s Talk Sports 5-31-25 23:51

2d ago23:51

23:51

History of the NBA Finals and UFL Week 10 preview.

1
Before You Use Premium Financing… Watch This! 33:35

1M ago33:35

33:35

Premium financing is often pitched as a silver bullet for high-net-worth clients—but is it really that simple? In this episode of the Life Matters Podcast, we’re cutting through the industry noise and getting real about what works… and what doesn’t. Join Bill Bell, Penn Mutual’s VP of Advanced Sales, as he sits down with Marc Schechter, President o…

1
Closing the Gender Gap: Women Leading the Future of Finance 43:19

2M ago43:19

43:19

Women are transforming the financial industry with expertise, leadership, and a client-first mindset. As more women take on financial professional roles, they’re building trust, specializing in niche markets, and addressing the unique financial needs of business owners and families. In this episode of the Life Matters Podcast, Bill Bell Penn Mutual…

1
You Won't Believe How Death Taxes Impact Your Wealth 42:45

3M ago42:45

42:45

Estate planning isn’t just about passing on wealth—it’s about protecting it, maximizing flexibility, and ensuring a seamless financial transition for future generations. With tax laws evolving, high-net-worth individuals must stay ahead to safeguard their legacies. In this episode, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with reno…

1
Marriott’s Ty Breland on workplace flexibility 29:58

4M ago29:58

29:58

In this episode, we dive into Marriott International's journey of resilience and reinvention over the past few years. Ty Breland, EVP and CHRO of Marriott — a 27-time Fortune 100 Best Companies to Work For® winner — shares insights on how workplace flexibility and a redefined leadership mindset have driven significant business success. This evoluti…

1
Jen Fox Shares the Surprising Truth About Upcoming Tax Changes 43:54

5M ago43:54

43:54

Get ready for a deep dive into tax reform and its potential impact on financial professionals, estate planning, and wealth transfer strategies in this episode of the Life Matters Podcast. Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Jen Fox, Vice President of Federal Affairs at Finseca, to explore the latest developments in financ…

1
The Wonderful Company’s Stephen Howe on creating a great place to live and work 27:30:00

5M ago27:30:00

27:30:00

If you’ve had Fiji water, Wonderful pistachios, or Halo mandarins, then you’ve been enjoying some of the products made by The Wonderful Company! We learn how the powerful story of how it has transformed the rural community of Lost Hills, California, into a thriving place to live and work for its employees. We sit down with Stephen Howe, EVP of huma…

1
Edward Jones' Suzan McDaniel on creating social connections in a hybrid world 28:42:00

6M ago28:42:00

28:42:00

Hybrid work offers employees flexibility, but it requires intentional effort to maintain in-person connections. Suzan McDaniel, CHRO at Edward Jones, shares practical tips for creating a rewarding in-office experience, effectively managing a hybrid workforce, using personas for better communication, and supporting employee well-being. Don’t miss th…

1
Leadership Legacy: Tom Harris on Challenges and Growth 37:34

6M ago37:34

37:34

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 l…

1
Penn Mutual's Liz Heitner on performance management that actually works 30:05:00

6M ago30:05:00

30:05:00

Only 2% of CHROs think their performance management system truly inspires employees to improve. Liz Heitner, CHRO at Penn Mutual, understands why and shares how to change that. We dive into how Penn Mutual leaders have transformed their approach, resulting in a performance success program that actually works – and employees enjoy. She candidly shar…

1
Unlock Success: Dive into Transformative Strategies for Financial Professionals with Caleb Guilliams! 49:47

6M ago49:47

49:47

In this riveting episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales for Penn Mutual, sits down with Caleb Guilliams, the visionary founder of BetterWealth, to explore how the life insurance industry is evolving and how financial professionals can thrive in this changing landscape. Caleb shares his innovative approaches to cli…

1
CarMax’s Diane Cafritz on empowering hourly workers 32:01

6M ago32:01

32:01

Unlike many workplaces where hourly employees miss out on meaningful work, mental health support, and training compared with their salaried counterparts, CarMax has found ways to fill these gaps. Diane Cafritz, EVP and chief innovation and people officer at CarMax, explains how. Diane also opens up about her personal experience as part of the sandw…

1
Dow's Alveda Williams on how employee resource groups drive business results 28:38

7M ago28:38

28:38

Alveda Williams, chief inclusion officer at Dow, talks about how Employee Resource Groups (ERGs) are making a big difference at Dow. With 600 chapters around the world, these groups have helped shape company policies and create new products. In the past seven years, participation in ERGs has jumped from 15% to 60%. These groups are now a key part o…

1
Beat the Tax Clock: Year-End Planning Tips from Penn Mutual 49:30

7M ago49:30

49:30

In this insightful episode, Bill Bell and Jenna Washatka are joined by the entire Advanced Sales Team at Penn Mutual. Directors of Advanced Sales—Lindsay Cigler, Jay Perlman, George Bradley, and Amy Bryant—dive into a range of critical topics in financial and estate planning. From the evolving implications of the SECURE Act and Qualified Charitable…

1
PwC's Kim Jones on improving workplace trust 35:39

7M ago35:39

35:39

Kim Jones, managing director of talent strategy and people experience at PwC, shares insights on the importance of trust in the workplace, the role of middle managers in building a positive culture, and how PwC is using AI to create equal opportunities for all employees. She also opens up about her personal journey to better well-being and the less…

1
Journalist and speaker Ellen McGirt on supporting caregivers at work 38:01

8M ago38:01

38:01

In this heartfelt episode, I sit down with journalist, speaker, and podcast host Ellen McGirt to discuss the intricate balance of caregiving and maintaining a career. Ellen shares her personal journey as a member of the sandwich generation, caring for both her family and three vulnerable adults. We explore the emotional and logistical challenges ca…

1
Unlocking Efficiency: How ACE is Revolutionizing Underwriting 40:44

8M ago40:44

40:44

Glen Wright, the CEO and Founder of Worth Advisors, and Matt Fones, the Area Senior Vice President at Gallagher, join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell. Together, they discuss the incredible power, speed, and effectiveness of Penn Mutual's ACE platform, the upcoming expiration of the Tax Cuts and Jobs Act of 2…

1
Product Excellence: The Philosophy and Innovations Driving Penn Mutual’s Success 37:40

9M ago37:40

37:40

Chief Product Officer at Penn Mutual, Ray Caucci, and Director of Product Strategy and Competitive Analysis, Riley Thornburgh join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell. Together, they discuss the latest in life insurance product innovations at Penn Mutual, the hottest market trends, and so much more! Key Takeaway…

1
Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling 45:34

10M ago45:34

45:34

Amy Bryant, Director of Advanced Sales at Penn Mutual and Tim McFarland, the Vice President of Advanced Sales at NFP join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell and co-host and Director of Advanced Sales, Jenna Washatka. Together, they explore estate planning strategies amid the upcoming tax law changes with the su…

1
Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations 44:40

11M ago44:40

44:40

Bobby Samuelson, the Executive Editor of The Life Product Review joins this episode of Life Matters, with host and Advanced Sales VP, Bill Bell. Together, they discuss the latest industry trends and market innovations. Bobby also shares his thoughts on product updates that he finds exciting. Plus they talk about private equity entering the life ins…

1
The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact 38:39

1y ago38:39

38:39

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…

1
Sales Strategies and Market Perspectives with Tom Meyer 34:01

1y ago34:01

34:01

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 a…

1
American Express’ Monique Herena on embracing change 29:42:00

1y ago29:42:00

29:42:00

Stepping outside of our comfort zones is where growth begins. As Monique Herena, chief colleague experience officer at American Express, puts it, change is both necessary and challenging. She offers practical strategies for helping leaders navigate change, and what to do with leaders who aren't on board. She also shares how American Express has nav…

1
Redefining Wealth: The Impact of Women in Finance 33:21

1y ago33:21

33:21

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
Harvard's Amy Edmondson on failing well 34:01:00

1y ago34:01:00

34:01:00

Feeling stuck? It might be your fear of failure. Amy Edmondson, Novartis professor of leadership and management at Harvard Business School, joins us to talk about her new book, “The Right Kind of Wrong: The Science of Failing Well”— the 2023 Business Book of the Year. Renowned for her research on psychological safety, Amy talks about failing well, …

1
Wealth Under New Management: Elevating Your Practice with Women in Finance 43:15

1y ago43:15

43:15

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. Essenti…

1
Camden’s Ric Campo & Keith Oden on building a culture of care 35:14:00

1y ago35:14:00

35:14:00

Ric Campo and Keith Oden, CEO and president, respectively, of Camden Property Trust share their approach to building a company culture centered around care. This philosophy has boosted employee engagement and satisfaction, and contributed to the company's business success. We explore how Camden fosters a caring environment and how they've addressed…

1
What’s Tax Mulligan Season? Business Owners & Cash Balance Plans with Scott McHenry 30:46

1+ y ago30:46

30:46

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 re…

1
Accenture’s Yolanda Friend on how to create inclusive workplaces 23:40:00

1+ y ago23:40:00

23:40:00

Feeling unseen and unheard at work? You're not alone. But what if your workplace felt like a place where everyone belongs and thrives? Join Yolanda Friend, inclusion & diversity lead at Accenture North America, as she shares powerful insights and actionable steps to create a more inclusive culture. From the importance of mentors and sponsors to the…

1
Synchrony’s Michael Matthews on vulnerability in leadership 23:12:00

1+ y ago23:12:00

23:12:00

Michael Matthews, chief diversity and corporate responsibility officer at Synchrony, talks about the power of vulnerability among leaders, and how it can help build trust and create a more inclusive workplace culture. He shared how leadership is evolving at Synchrony, and what it means to be seen at work. And he opened up about how he built a stron…

1
From Intern to Industry Leader: CEO Dave O’Malley’s Insights for Financial Professionals 32:53

1+ y ago32:53

32:53

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…

1
Cadence’s Tina Jones on making leaders accountable & top HR skills 31:56:00

1+ y ago31:56:00

31:56:00

Tina Jones, senior VP of global HR at Cadence, walks us through how and why Cadence ties the top 100 leaders’ bonuses to their ability to create and support more equitable teams. She shared what every HR pro can do today to make inclusion groups — or employee resource groups — essential to the business. You’ll also learn what traits and skills she …

1
Cisco’s Kelly Jones on making hybrid work successful 33:19:00

1+ y ago33:19:00

33:19:00

Kelly Jones, chief people officer at Cisco, talks about how the company makes hybrid work successful for all teams -- and how you can do the same. Hear new research on the impact of return-to-office mandates, and the five questions people managers at Cisco ask in every check-in. Plus, she shared the secret to making the Fortune 100 Companies to Wor…

1
Welcome to Life Matters: A Penn Mutual Podcast 1:16

2y ago1:16

1:16

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 …

1
Stanford’s BJ Fogg on behavior change and how to listen better at work 27:14

2y ago27:14

27:14

Dr. BJ Fogg, founder and director of Stanford's Behavior Design Lab, and author of The New York Times bestseller, “Tiny Habits,” talks about how to change behavior in the workplace. He applies his behavior model to common workplace scenarios like listening better, making time to meet with your people, and persuade your boss to sign-off on a culture…

1
BetterUp CEO Alexi Robichaux on the power of special recognition at work 31:20

2y ago31:20

31:20

Alexi Robichaux, co-founder and CEO of BetterUp, talks about the most powerful way to recognize your people, the importance of inner work, and the connection between meaningful work and giving extra on the job. You’ll hear him talk about why we should stop thinking of management as supervisors and more as catalytic converters, and the three jobs ev…

1
Deloitte’s Jen Fisher on workplace burnout, mental health, and friendship 29:34:00

2y ago29:34:00

29:34:00

Jen Fisher, chief well-being officer at Deloitte, shares her burnout experience, signs she ignored, and the impact that workplace friendships and in-person connection have on our mental health, productivity, and retention. She talks about the No. 1 thing you should do before starting any well-being program, and how to help remote workers combat lon…

1
Michael C. Bush & Tim Richmond on leadership blind spots 34:48

2y ago34:48

34:48

Tim Richmond, EVP, Chief Human Resources Officer at AbbVie, and Michael C. Bush, CEO of Great Place To Work, talk about blind spots around culture, why listening is the No. 1 leadership behavior, and a new way of leading where leaders feel accountable for every manager down to the front-line supervisor. Plus, Tim and Michael share how they maintain…

1
Nationwide’s Vinita Clements on the importance of belonging at work 26:53

2+ y ago26:53

26:53

Vinita Clements, EVP, CHRO at Nationwide talks about the importance of belonging at work, and why it’s mistakenly overlooked as a soft skill and not a business imperative. She shares how active listening from leadership is key to the company’s communication strategy, and why having tough conversations — even without having all the answers — keeps e…

1
Hilton’s Laura Fuentes on the power of a fully human experience at work 23:07

2+ y ago23:07

23:07

Laura Fuentes, Hilton CHRO and EVP, talks about the importance of building a fully human experience at work — one where work fits into a good life, and not the other way around. Hear why she looks for a passion for purpose when hiring, her thoughts on what people are looking for at work today, and the power of friendships and fun. Enter the code "B…

1
DHL’s Rick Jackson on engaging frontline workers at the World’s Best Workplace 27:49

2+ y ago27:49

27:49

DHL Express is No. 1 on the World’s Best Workplaces™ list. Rick Jackson, EVP of engagement and enablement at Deutsche Post DHL Group, talks about how the massive transportation organization engages 110k workers in 200-plus countries, and the role gamification plays. He shares the three questions he asks himself every day, and what he tries to avoid…

1
UKG’s Pat Wadors on why pay equity doesn’t mean equal pay 29:04:00

2+ y ago29:04:00

29:04:00

Pat Wadors, chief people officer at UKG, talks about misconceptions around pay equity, and why transparency and education are essential to fixing pay gaps. She shares why being an introvert and dyslexic is a superpower — and why regrets are gifts. She also tells us what nursing was like before pump rooms were available in offices. If you like what …

1
Synchrony’s Brian Doubles on the new way to lead 29:26

2+ y ago29:26

29:26

Brian Doubles, Synchrony president & CEO, discusses how the pandemic transformed his leadership, eliminating college degree requirements, and what he thinks of return-to-office mandates. Hear how he decides when to work at home and when to come into the office—and how he maintains work-life balance with a busy job and family. If you like what you h…

1
Going fishing with Brittany Howard 31:45

2+ y ago31:45

31:45

Multi-Grammy award winner Brittany Howard talks with Roula Amire, content director at Great Place To Work. In this episode, Howard talks about the importance of belonging, being seen in the world, why she’s thankful for having so many jobs, the power of friendships at work, and what she would tell other women who want to do what she does. Hear what…

1
Great Place to Work's Tony Bond in conversation with Dr. Mrim Boutla 51:01

4y ago51:01

51:01

Tony Bond, EVP Chief Innovation & Diversity Officer speaks with Dr. Mrim Boutla about her career path in neuroplasticity and insights on global intersectionality.By Great Place to Work

1
Great Place to Work's Tony Bond in Conversation with Hilary Giovale 39:32

4+ y ago39:32

39:32

Tony Bond, EVP & Chief Innovation Officer at Great Place to Work in conversation with Hilary Giovale, community organizer, philanthropist, and author on power and purpose.By Great Place to Work

1
Summit Series: Season 2: Chief Amazement Officer, Mike Malloy, of Rocket Mortgage shares Rocket's practices for creating a culture of care 38:10

4+ y ago38:10

38:10

Mike Malloy, Chief Amazement Officer, at Rocket Mortgage, a Quicken Loans company based in Detroit, leads The Pulse (what other companies call human resources), Team Member Learning and Development, Team Member Workspace and Environment, Government Affairs, Event Management, and Audio-Visual. He has also led Rocket Companies Covid-19 response. Rock…

1
Summit Series: Season 2: “When we trust each other, everything becomes possible.” An Interview with Aron Ain, CEO of UKG 17:34

4+ y ago17:34

17:34

Aron Ain, CEO of UKG (Ultimate Kronos Group), in this episode shares that “trust is the magic glue” that makes personal and professional relationships work, thrive and do well. Building on 70 years of experience from two leaders in HR and workforce management solutions, UKG combines the strength and innovation of Ultimate Software and Kronos—two Fo…

1
Summit Series: Season 2: Carolyn Slaski of EY in Conversations with Tina Tchen, President & CEO of TIME'S UP 29:05

4+ y ago29:05

29:05

In this episode, Carolyn Slaski, EY Americas Vice Chair – Talent speaks in conversation with Tina Tchen, President & CEO of TIME’S UP on how EY as an organization shares TIME'S UP mission to create workplace cultures where everyone in the workplace can feel safe, respected and able to reach their full potential. Slaski and Tchen speak on what it ta…

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Penn Mutual Podcasts

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