Business Innovators

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The journey through sales isn't just about securing the next big deal; it's about transforming rejection into valuable lessons. 

Join me as I chat with Brett Sklar, the co-founder of Amaze Media Labs and audiencelift. Brett brings a wealth of experience, having navigated the tricky waters of sales and entrepreneurship with a unique perspective. 

We explore the importance of resilience in sales, the art of building relationships, and how those early experiences can shape future success. We also touch on Brett’s journey from selling shoes at Nordstrom to creating impactful media solutions.

Make sure to listen in—you won’t want to miss Brett’s stories and strategies.

Specifically, this episode highlights the following themes:

• The value of hearing "no" in sales
• Cultivating a resilient mindset for success
• Innovative strategies for adapting to market changes

Link from this episode:

• Get to know more about Brett Sklar: https://www.linkedin.com/in/brett-sklar-870598
• Get to know more about Robert Tuchman: https://www.linkedin.com/in/roberttuchman
• Learn more about Amaze Media Labs: https://www.amazemedialabs.com
• Learn more about audiencelift: https://audiencelift.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to "Business Innovators," your go-to podcast for the latest in cutting-edge sales and marketing insights from leading business people and entrepreneurs. 

I’m your host Robert Tuchman, Co-Founder & Co-CEO of Amaze Media Labs. Join me as I explore the common (and uncommon) stories of today’s business leaders. Learn how they pivoted and picked themselves off the mat when faced with adversity to become the industry leaders they are today.

Whether you're a seasoned sales professional or just embarking on your business journey, "Business Innovators" offers invaluable insights to transform your approach to sales and marketing. Subscribe to Business Innovators wherever you get your podcasts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.