It’s essential to stay ahead of estate planning, especially with tax changes looming.

In this episode, we cover the essentials of estate planning, business planning for small and mid-sized businesses, and retirement strategies centered on life insurance and annuities. I sit down with Bill Bell, Vice President of Advanced Sales at Penn Mutual, to discuss the impact of upcoming tax law changes, particularly the scheduled reduction in wealth transfer allowances.

We also touch on why it’s critical to act before the 2026 deadline and how ultra-wealthy clients can stay informed despite their busy schedules.

Trust me, you’ll walk away with valuable insights and strategies that you can act on today. Tune in now and stay ahead of the curve!

Specifically, this episode highlights the following themes:

• Maximizing wealth transfer before the tax law changes in 2026
• The importance of life insurance in estate and business planning
• How Penn Mutual’s mutuality benefits clients and financial professionals

Link from this episode:

• Get to know more about Bill Bell: https://www.linkedin.com/in/billbellpml
• Learn more about Penn Mutual: https://www.pennmutual.com
• Listen to Life Matters – A Penn Mutual Podcast: https://podcasts.apple.com/us/podcast/life-matters-a-penn-mutual-podcast/id1700971729
• Get to know more about Robert Tuchman: https://www.linkedin.com/in/roberttuchman