Strategic Partners

Risk Management:
Protecting our clients against the risk of death, disability and long-term care is a key and primary part of quality financial planning. To that end, we have strategically aligned ourselves with highly rated and financially strong insurance organizations to help our clients protect themselves.

Products offered:

• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance
• Annuities
• DFW Wealth Strategies 

Our primary life insurance and annuity partnership is with The Penn Mutual Life Insurance Company and we are proud to represent them in the Dallas – Forth Worth Metroplex. We are strategically aligned with their values and believe that their products and customer service are among the best in the marketplace. However, not all solutions are Penn Mutual solutions and we have other partners we can turn to when our clients have other needs.

Some of major Partners of Penn Mutual Wealth Strategies Risk Management include:

• American General
• Banner Life
• Fidelity Life
• John Hancock
• Lincoln National Life
• Minnesota Life
• Nationwide 
• North American
• Principal Life
• Prudential Financial
• Transamerica Life
• United of Omaha

Investment Management:
Hornor, Townsend & Kent, Inc. (HTK) is the full service broker-dealer (Member FINRA/SIPC) and wholly owned subsidiary of Penn Mutual. HTK is an investment firm through which our advisors are able to offer a full range of investment products including mutual funds, individual stocks and bonds, 529 plans, professional money management, direct participation programs and more. HTK provides access to investment research as well as a wide variety of financial services for individuals, organizations and businesses. Products Offered: 

• Mutual Funds
• Stocks
• Bonds
• Government Securities
• Unit Investment Trusts
• Variable Annuities
• Variable Universal Life Insurance
• Full Service Brokerage Account
• Investment Research & Analysis
• Investment Management Programs
• Retirement Planning
• Education Planning
• Complete Financial Planning Services