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The document is a Certification of Trust from Penn Mutual, detailing the policy information, trustee details, trust characteristics (revocable or irrevocable), and tax certifications. It outlines the powers of trustees regarding life insurance transactions and includes indemnification clauses for the company. The document requires signatures from trustees and an adviser to validate the trust's existence and compliance with applicable laws.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do all trusts have a certification of trust?

Do All Trusts Need a Certificate? No, trusts do not need a certificate. A certificate is an optional document that the trustee can present to financial institutions instead of the entire trust document.

Is Penn Mutual a corporation?

Penn Mutual, emphasis on mutual. That means were not owned by anonymous stockholders. Instead, were owned by policyholders. Its no wonder that everything we do is in their best interest. As a mutual company, we take a long-term perspective with the goal of maintaining our strength and stability for the long haul.

What type of insurance company is a mutual?

A mutual insurance company is an insurer that provides collective self-insurance to its Members. It has no shareholders and is owned and controlled by its Members.

What type of company is Penn Mutual?

Were Penn Mutual. A leader in life insurance focused on helping everyone we work with get stronger.

What is the phone number for Penn Mutual underwriting?

For more information, please contact your field office or Advanced Sales at 1-800-818-8184, option 8.

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Is Penn Mutual a captive insurance company?

Penn Mutual is a non-captive company, which allows outside agents to offer Penn Mutuals policies to their clients.

Is Penn Mutual a good insurance company?

Penn Mutual earned 4.5 stars out of 5 for overall performance, thanks to its low volume of consumer complaints and strong financial standing. Founded in 1847, Penn Mutual Life Insurance Co. sells policies through a national network of financial professionals.