RJ and Makay

Producers might miss out on part of their renewal stream in retirement if not attentive to both spouses during the financial planning and accumulation years, said Eileen C. McDonnell, president of The Penn Mutual Life Insurance Company.

During a recent LIMRA’s annual conference, McDonnell and co-speaker James R. Gelder tackled numerous agency succession issues. Gelder is chief executive officer of NFP Insurance Services, Inc. and executive vice president of National Financial Partners Corp.