Multilife sales are opening new doors for financial professionals and Penn Mutual is making it easier than ever to step in. In this episode of The Life Matters Podcast, Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Justin Gladieux and Michael Ori, co-founders of Institutional Architects, to explore how guaranteed and simplified issue life insurance can transform executive benefit strategies.

They unpack how multilife works, where the biggest opportunities are, and why industries from professional services to large corporations are turning to these solutions to fund long-term obligations, reward key talent, and strengthen succession plans.

Then, Bill is joined by Jennifer Ortel, VP of MultiLife Operations at Penn Mutual, for an inside look at AMP the new Accelerated MultiLife Platform delivering a fully digital, paperless experience from enrollment to policy issue.

In this episode, you’ll learn:

• How multilife sales differ from traditional life insurance

• Key markets and case types where multilife thrives

• Why guaranteed issue can be a game-changer for large groups

• How AMP streamlines implementation for cases from 10 to 2,500 lives

If you’re advising business owners, professional firms, or executive teams, this episode is your guide to tapping into a high-potential market with the tools to serve it effectively.

Have a question or comment for Bill? Drop him an email at: [email protected]

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Presented by Penn Mutual
www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.

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