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Unlocking Efficiency: How ACE is Revolutionizing Underwriting
Manage episode 442184526 series 3499154
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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 2017, and so much more!
Key Takeaways for Financial Professionals:
1. Penn Mutual’s ACE platform is Revolutionizing Underwriting:
- Learn about the specific features and efficiency driving power of this cutting-edge tool.
2. Impact of the Tax Cuts and Jobs Act Sunset:
- Gain insights into why it is so important to take advantage of the increased transfer tax exemption before the sunset occurs.
3. The Penn Mutual Advantage:
- Understand why more and more financial professionals are turning to Penn Mutual for the solutions to meet their client’s needs.
Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.
Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com
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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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