For Clients
How We Work
Your future is our focus and it might be time for a financial check-up!
We have a network of local firms throughout the country to help our clients work towards their financial goals! All of our firms have Financial Professionals who are dedicated to giving comprehensive and honest advice. Our Financial Professionals create solutions that are tailored for each client’s unique needs. We empower our clients with strategies designed to simplify and navigate life’s financial journey.
Products & Platforms
Every person, family or business needs something a little different. We have solutions to fit even the most unique demands, helping you feel stronger today and tomorrow.
Protection Planning
Protect your loved ones
Prepare for the tough stuff by ensuring your family's future financial needs are met.
Estate Planning
Preserve your legacy
Protect your family by preserving wealth and leaving a legacy that positively impacts the next generations.
Retirement Planning
Maintain your lifestyle
Make your lifetime of work worthwhile by diversifying your retirement portfolio and preserving your assets.
Business Planning
Safeguard your business
Set your business up for success by protecting and improving the future of it.
Diversification is a strategy designed to help manage investment risk. It does not guarantee a profit or protect against investment loss in declining markets.
Investment Solutions
HTK is a brokerage firm that partners with independent financial professionals to provide the infrastructure and platform for them to do business
Brokerage
- Mutual Funds
- Annuities
- Variable Life
- 529 College Savings Plans
Investment Advisory & More Solutions
- HTK Advisory Series
- Fee-based Financial Planning
- Third-party Asset Managers
- Retirement Plans
- Life Insurance Settlements
Penn Mutual Client Services
With Penn Mutual online account access, you have instant access to important account details like payment history, beneficiary management resources, account activity and statements and more.
Clients can also:
- Pay premiums for all life policies
- Transfer and rebalance funds for all Variable Life policies and Annuity contracts
- Change address
- Download policy change forms
- Download tax documents
Client Services
Beneficiary Account
Online access to manage your insurance proceeds
If a death claim has been paid and you chose the interest-bearing checking account option, log in below. Call 1-800-343-2551 to activate your online account.
