Press Releases

The Penn Mutual Life Insurance Company Announces Appointment of Joseph Milano as Newest Managing Partner

HORSHAM, Pa. – April 28, 2017 – The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce that Joseph Milano has joined Penn Mutual as managing partner of Charlotte Financial Group, Penn Mutual’s Charlotte, North Carolina agency.

Milano’s experience in the industry has cultivated the development of his new role as managing partner. With a long history in the financial services industry, he most recently held the role of managing director with AIG Financial Network. He is a five-time qualifier for the Million Dollar Round Table as well as a recipient of the NAIFA Quality Award. In addition, he authored the book “Finding Human Capital: How to Recruit the Right People for Your Organization,” which offers career expertise for partnering with young professionals.

“Joe’s talent in the financial industry is evident through his various awards and honors, paired with his determined work ethic and skillset,” says Bill Stevens, vice president, chief agency officer. “We’re excited to see what he will bring to his new role.”

A graduate of Villanova University, Milano has a B.A. in Political Science. He also attended the University of Notre Dame Mendoza School of Business where he received an Executive Certificate in Leadership. Milano earned a Chartered Life Underwriter designation and holds Series 6, 7, 9, 10, 24, 26, 63, and 66 licenses. He also has a certification in Long-Term Care.

About The Penn Mutual Life Insurance Company
Since 1847, Penn Mutual has been driven by our purpose to create a world of possibilities.  At the heart of this purpose is the belief that purchasing 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., Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. Visit Penn Mutual on the Internet at


Riana Aldana
Gregory FCA
(610) 228-2127

Keith Bratz
Penn Mutual
(215) 956-7907