To head up sales at Penn Mutual’s Chicago-based agency
Horsham, Pa. – March 12, 2014 – The Penn Mutual Life Insurance Company, a more than 167-year-old company, is pleased to announce that Annabelle Lee has been appointed sales manager of The Heartland Group, Penn Mutual’s Chicago-based agency, under Managing Partners Jonathan Corteen and Jonathan Rotter.
“The hiring of Annabelle Lee reinforces Penn Mutual’s commitment to growth in the Chicago marketplace,” said William J. Stevens, CLU®, ChFC®, MSFS, vice president of Penn Mutual’s Career Agency System. In her new role, Lee will be responsible for recruiting, developing, and training to new and established advisors in surrounding Chicago area.
“Annabelle has sound knowledge and expertise in life insurance, investment management, and retirement strategies,” said Rotter. “We are confident in her ability to assist clients in the Chicago region and consider her an asset to our recruiting efforts.”
Prior to joining Penn Mutual, Lee served as a managing associate for Water Tower Financial Partners, LLC., and managing associate for MassMutual Financial Group. During her time with MassMutual, she qualified for “Leaders” and the agency’s educational conference in 2012. Lee was also appointed to serve on MassMutual’s broker/dealer Agent Association Board (AAX) in 2013.
Lee earned her Associate’s degree in 2003 from the College of Lake County in Grayslake, Ill., and obtained her LUTCF designation from the American College in 2013. She is licensed in Life, Heath, Variable Insurance and Annuities, and Property and Casualty. Lee also holds FINRA Series 6 and 63 registrations and is currently pursuing her Chartered Financial Consultant (ChFC) designation.
Lee belongs to multiple industry associations, including the National Association of Insurance and Financial Advisors (NAIFA), GAMA International, and Women in Insurance and Financial Services. She resides in downtown Chicago, Ill.
About The Penn Mutual Life Insurance Company
Since 1847, Penn Mutual has been driven by our noble purpose to create a world of possibilities. At the heart of this purpose is the belief that life insurance is the most protective, responsible and rewarding action a person can take, and is central to a sound financial plan. The company is committed to helping families unlock life’s possibilities through life insurance and annuity solutions. This is accomplished through a national network of financial professionals, who help clients make great things possible. Penn Mutual supports its field representatives with brokerage services through Hornor, Townsend & Kent, Inc., (HTK) Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. The Heartland Group is independent of HTK. Visit Penn Mutual here.
