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Independent Advisors Forum

Independent Advisors Forum. A Penn Mutual Due Diligence Meeting. Advanced Sales Support and Services. David A. Scott, J.D., CLU Vice President, Advanced Sales. Advanced 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.

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Independent Advisors Forum

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  1. Independent Advisors Forum A Penn Mutual Due Diligence Meeting

  2. Advanced SalesSupport and Services David A. Scott, J.D., CLU Vice President, Advanced Sales

  3. Advanced 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

  4. Department 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

  5. Sales 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

  6. Sales 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.com Click on: Producers Place Advanced Sales Support

  7. Advanced 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

  8. Case Development

  9. FAQs • 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

  10. Penn Mutual’sAdvanced Sales Department MORE SALES . . . LESS ADVANCED!

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