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Independent Advisors Forum

Independent Advisors Forum. A Penn Mutual Due Diligence Meeting. Penn Mutual Investment Portfolio. Keith G. Huckerby Director Investment Product Marketing. Consider This….

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Independent Advisors Forum

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  1. Independent Advisors Forum A Penn Mutual Due Diligence Meeting

  2. Penn Mutual Investment Portfolio Keith G. Huckerby DirectorInvestment Product Marketing

  3. Consider This… Between 1984 and 2006, the S&P 500 Index1 grew by 12.98%. During that time, the average investor, however, earned only 3.51% while the average market timer lost 3.29%.2 1The S&P 500 Index is an unmanaged index of common stock performance, considered to be representative of the stock market in general. Indexes do not have sales charges and it is not possible to invest directly in an index. Past performance is no guarantee of future results. 2DALBAR Quantitative Analysis of Investor Behavior, 1984-2006.

  4. One reason is improper asset allocation – looking for the best possible investment instead of spreading risk – and potentialreturn – among a wide rangeof investments. Why The Difference?

  5. Proof! Net inflow into Real Estate Mutual Funds 2006 $9.4 Billion 2007 Return of Real Estate Funds1 -4.7% 1As of September 30, 2007 – YTD return for DJ Wilshire REIT Index. Indexes do not have sales charges and it is not possible to invest directly in an index. Past performance is no guarantee of future results.

  6. Agenda • The Penn Mutual Investment Story • Sales Ideas & Support • On the Horizon

  7. The Penn MutualInvestment Story • Selection Process • Monitoring Process • Tools Available

  8. Sales Ideas & Support • Client Volatility Letter • Educational One-Pagers • Sales Ideas • Customized Asset Allocation

  9. Don’t Get Stuck In The Slow Lane • Client-Approved Flyer • Easy to understand “everyday” analogy • Encourages Asset Allocation • Discourages ChasingPerformance

  10. Flexibly Managed Fund Helping Your Clients Weather The Volatility Growth of a $10,000 Investment As of December 31, 2006 • One of only two insurers to offer this fund • Conservative Value Strategy • Down Market Protection • Great for first-time equity investors • Highly Regarded Investment Adviser Flexibly Managed Fund $199,561 Standard Deviation = 11.27 *S&P 500 Index $162,623 Standard Deviation = 16.85 * The S&P 500 Index is an unmanaged index of common stock performance, considered to be representative of the stock market in general. Indexes do not have sales charges and it is not possible to invest directly in an index. Past performance is not indicative of future results.

  11. On The Horizon… • LifeStyle Asset Allocation Funds • Trust Conversions • Replacements • Additions

  12. Summary • The Penn Mutual Investment Story • Sales Ideas & Support • On The Horizon… • Unique • Educational • More Robust Offerings in 2008!

  13. Hurry up! The Sunset is Rising!

  14. Help Your Clients Create A Diversified Portfolio With Penn Mutual Don’t Get Stuck In The Slow Lane In 2007 & Beyond

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