Meg Muldoon, Penn Mutual’s assistant vice president of advanced markets, and Zach Levine, Penn Mutual’s director of advanced markets, explain common estate planning misconceptions and talk about the tools financial professionals can use to help navigate ongoing planning activities with their clients.
View resources or contact an expert anytime on the Estate Planning section of Penn Mutual Gateway.
This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. 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. Clients should consult with their financial professional and other trusted advisors for guidance based on their circumstances. Product availability, benefits and provisions vary by state.
NOTE: Any discussion of investing involves risk, including potential loss of principal. Past performance is no guarantee of future results and any hypothetical examples provided are not intended to predict actual results. Actual results will vary.
For financial professional use only.