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Penn Mutual Advanced Sales Support Essentials

A comprehensive overview of Penn Mutual's Advanced Sales Department, offering expert sales, technical, and legal support in various planning areas. Access tools, services, and resources for estate & business planning, employee benefits, retirement, and more.

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Penn Mutual Advanced Sales Support Essentials

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  1. Independent Advisors Forum A Penn Mutual Due Diligence Meeting

  2. Advanced SalesSupport and Services David A. Scott, J.D., CLU Vice President, Advanced Sales

  3. Advanced Sales Staff • David A. Scott, J.D., CLU • Ted Kirchner, J.D., CLU, ChFC • Eva M. Victor, J.D., LL.M. • Lynn Nolan, CLU, ChFC 26 Initials - 9 Post-Graduate Degrees/Professional Designations 45+ Years with Penn Mutual 85+ Years of Industry Experience

  4. Department Mission • Provide Sales, Technical, and Legal Support in the Areas of: • Estate Planning • Business Succession Planning • Selective Employee Benefit Plans • Charitable Planning • Retirement Planning • Income, Gift & Estate Taxation

  5. Sales Support & Services • Case Consultation - (800) 818-8184 • Legal/Technical Assistance • Specimen Forms & Documents • Consultation With Clients’ Advisors • Proposals & Illustrations • Estate Analysis, Charitable Planning, Selective Benefits & Deferred Compensation, Split Dollar, Other Advanced Illustrations & Proposals

  6. Sales Support & Services • Marketing Materials • Brochures • Concept Presentation Binders • Advanced Markets Online (AMO), Including Documents & Salesmaker • Education & Training • 2007 Bi-Monthly Teleconference Series • Advanced Sales Website: www.pennmutual.com Click on: Producers Place Advanced Sales Support

  7. Advanced Sales Website • Department Directory • Advanced Markets Online (AMO) • News & Announcements • Legislation,Teleconferences, etc. • Advanced Sales Concepts & Markets • Specimen Forms • Links to Related Information and Other Websites

  8. Case Development

  9. FAQs • Will you speak to my client on the phone? • No • Will you speak to my client’s advisors on the phone? • Yes • Will you join me on a sales call? • No • Will you review my clients legal documents? • Yes • Will you draft documents for my client? • No

  10. Penn Mutual’sAdvanced Sales Department MORE SALES . . . LESS ADVANCED!

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