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!