Independent Advisors ForumIndependent Advisors Forum

A Penn Mutual Due Diligence Meeting

Advanced SalesSupport and Services

Advanced SalesSupport and Services

David A. Scott, J.D., CLUVice President, Advanced Sales

Advanced Sales StaffAdvanced 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

Department MissionDepartment 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

Sales Support & ServicesSales 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

Sales Support & ServicesSales 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.comClick on: Producers Place

Advanced Sales Support

Advanced Sales WebsiteAdvanced 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

Case DevelopmentCase Development

FAQsFAQs►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

Penn Mutual’sAdvanced Sales DepartmentPenn Mutual’sAdvanced Sales Department

MORE SALES . . .

LESS ADVANCED!