In this Women’s History Month special of Life Matters, Bill Bell and Jenna Washatka spotlight three powerhouse practice owners redefining what modern financial planning looks like as wealth shifts into women’s hands.

First, Debra Stavis, CFP® and CEO of Stavis Wealth Transfer Solutions, shares how she built integrated, relationship-driven planning and why women’s readiness for the wealth transfer is about confidence, not competence.

Then Jennifer Larson and Jessica Walker, co-founders of Wohlstand Wealth Strategies, explain how they designed a client experience that helps women feel seen, heard, and empowered, plus how community leadership and a true partnership model can strengthen outcomes for clients.

If you serve families, business owners, or multigenerational clients, this episode is packed with perspective you can apply immediately, especially as the “women’s market” becomes the mainstream future of wealth.

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.pennmutual.com/

This podcast is for informational purposes. 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. Product availability, benefits and provisions vary by state.

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In this special episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Dave O’Malley, Chairman, President, and CEO of Penn Mutual, to break down what’s driving Penn Mutual’s momentum and what it means for financial professionals throughout 2026.

You’ll hear practical insights on:

• What’s behind Penn Mutual’s record setting growth in 2025

• Why consistent execution not good intentions is what wins in today’s market

• How a diversified product portfolio helps financial professionals pivot as trends shift • Why mutuality is a long-term advantage for policyholders and the professionals who serve them

• What’s ahead in 2026: top-tier service, corporate marketplace opportunities, and platform innovation

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.pennmutual.com/

This podcast is for informational purposes. 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. Product availability, benefits and provisions vary by state.

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In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Jason O’Dell, Managing Partner, and Carole Foos, Chief Financial Officer of OJM Group (now part of Earned), to explore why physicians are one of the most underserved client segments and how financial professionals can work with them more effectively.

You’ll hear practical insights on:

• Why doctors can feel intimidating to work with and how to overcome common challenges
• How an education-first approach helps attract and retain the right physician clients
• How healthcare consolidation impacts both practice and personal planning
• Balancing student loan debt, retirement savings, and long-term financial goals
• Where life insurance fits, from protection and tax-efficient income to asset protection and business planning

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com

Follow Us Facebook: https://www.facebook.com/PennMutual/

Instagram: https://www.instagram.com/PennMutual/

LinkedIn: https://www.linkedin.com/company/penn-mutual/

Presented by Penn Mutual: https://www.pennmutual.com/

This podcast is for informational purposes. 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. Product availability, benefits and provisions vary by state.

For federal income tax purposes, life insurance death benefits generally pay income tax-free to beneficiaries pursuant to IRC Sec. 101(a)(1). In certain situations, however, life insurance death benefits may be partially or wholly taxable. Situations include, but are not limited to: the transfer of a life insurance policy for valuable consideration unless the transfer qualifies for an exception under IRC Sec. 101(a)(2)(i.e. the transfer-for-value rule); arrangements that lack an insurable interest based on state law; and an employer-owned policy unless the policy qualifies for an exception under IRC Sec. 101(j).

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