Penn Mutual - The New Jersey Regional

Your business insurance resource, we provide creative and leveraged solutions to Independent Producers and Financial Advisors.


 

State Insurance and securities regulations require that producers be licensed in the states where they solict insurance and securities business. The producers who appear on this site are licensed in their resident state of NJ & NY and may be licensed in other states. Not an offer or solicitation in any state where not properly licensed and/or registered.  For specific information on additional states where each producer may conduct insurance business please contact us at (800) 723-7366.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

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