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:
- Log onto www.pennmutual.com .
- On the upper right hand corner, select “Producers Place” from the drop down menu.
- Select “Life & Annuity Application Builder” on the right side of the next screen:
- Life & Annuity Application Builder info
- 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.
- 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.
- If you cannot locate the form needed, call Penn Mutual Texas Region or the Home Office Producer toll-free number: 800-873-7654.