Broker Check

Grow Your Practice with Penn Mutual Wealth Strategies

Penn Mutual Wealth Strategies is proud to be among a select group of firms across the country affiliated with The Penn Mutual Life Insurance Company, a leader in life insurance for more than 170 years. Together, we’re passionate about helping financial professionals build their practice and helping them find the right solutions for their clients. Ultimately, it comes down to helping everyone get stronger.

We work hard to make sure you’re successful for the long term. That’s why we continue to invest in services and technology to help you better serve your clients while offering competitive compensation and opportunities for personal and professional growth. You want a partner that checks all the boxes, and we’re happy to deliver.  

Take your practice to the next level.


Robust Client Portfolio

Our robust portfolio of life insurance and annuity products is one of the most comprehensive in the industry, providing unique flexibility and the security your clients need.

Easy Doing Business Together

From industry-leading technology to dedicated underwriting and service, we’ve transformed the way we do business in a digital world — including our end-to-end digital life insurance buying experience designed for you and your clients, helping you close more business even faster.

Financial Strength

We’ve been earning your trust for more than 170 years. Why is that? It’s because we’ve been delivering on our commitments, investing judiciously for the long term and maintaining consistently high independent ratings since our founding.

Dedicated Support

From field leadership and practice management to marketing programs and advanced sales support, we aim to provide you with the best of the best tools to help you build strong, lasting and successful relationships with your clients.  

Grow your practice with us.

<span><strong>A partnership for your success</strong></span>

"As a CPA and a CFP accustomed to dealing with top notch professionals, let me say that that the team at Penn Mutual Wealth Strategies in Dallas are a cut above “top notch”. Joel Carson and Aaron Peck, Vice President and Managing Partner respectively, have gone way out of their way to support me in my business in the 18 months since we were introduced. Ashley Burmeister, Marketing Manager, has been quite instrumental in helping me set up a website, which went live recently with nearly 100% original content.

 My experience with the team has been so productive and uplifting that I’ve felt comfortable introducing several of my colleagues to them- the sort of referrals I’ve never been inclined to make in the past. Some of these colleagues have has horrible experienced with other firms, so they’re skittish to say the least. And yet, those who have signed contracts have without exception been impressed with the team’s gracious follows-up and support as have I. If you get a chance to work with these people, do so. You’ll be pleased you chose them for your partners."

Wayne Farrar CPA, CFP


Ready to get stronger, together?

Thank you!