New Business

The “Life & Annuity Application Builder” on Penn Mutual’s website will provide you with current versions of new business applications and forms. Follow the directions below to utilize this tool:

  1. Log onto www.pennmutual.com .
  2. On the upper right hand corner, select “Producers Place” from the drop down menu.
  3. Select “Life & Annuity Application Builder” on the right side of the next screen:
    • Life & Annuity Application Builder info
  4. Once in the Application Builder, pick your state and the product you want to sell. The system will present you with the forms you need and even package them into a single PDF that you can open on your screen or e-mail to yourself and others.
  5. Print or save the forms needed on your local device or email the forms by clicking on the “email” pushbutton on the right of the screen.
  6. If you cannot locate the form needed, call Penn Mutual Texas Region or the Home Office Producer toll-free number: 800-873-7654.