Penn Mutual life insurance review and ratings 2024

Penn Mutual is the No. 5 life insurance company in the 2024 Insure.com Best Life Insurance Companies ranking. The insurer received 4.49 out of 5 stars, with customers giving it high marks for customer service.

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Our take

Penn Mutual is No. 5 in Insure.com’s ranking of the Best Life Insurance Companies of 2024, with 4.49 out of 5 stars. Customers score the insurer highly for ease of service, policy offerings, and customer service. Penn Mutual also has competitive premiums at a lower annual rate than many of the other carriers surveyed. 

AM Best gives Penn Mutual a high score of A+, showcasing the carrier’s financial stability. Of the insurers ranked, Penn Mutual also enjoys one of the lowest complaint rates with the National Association of Insurance Commissioners.

Best whole life insurance ranking: In a separate Insure.com ranking that looked just at companies selling whole life insurance, Penn Mutual ranked No. 4. It received 3.60 out of a possible 5 stars. Among the whole life companies, Penn Mutual came in first for historical performance – a strong historical performance demonstrates how well your policy’s cash value can grow.

Insure.com’s review of the entire company and its full line of life insurance products follows. This review is based on third-party metrics and our survey of insurance customers. Find the full methodology here, including an explanation of our survey scores.

Penn Mutual
Penn Mutual Ratings
Overall Rating: 4.5
Ease of service: 4.2
NAIC: 0.06
Customer Satisfaction: 4.1
AM Best Rating: A+

Pros and Cons

Pros:
  • Customers are happy with their overall experience 
  • Offers the lowest rates of the companies we ranked
  • Scores well for ease of service
Cons:
  • Some other carriers scored higher for customer loyalty

How Penn Mutual scores on customer satisfaction

Of the Penn Mutual customers surveyed, 80% are satisfied with the insurer. This was one of the highest scores, only outdone by Pacific Life and Lincoln Financial. 

Insurance companyPercent of customers that are satisfied
Penn Mutual80%
Pacific Life86%
Lincoln National81%
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How much does Penn Mutual cost? 

Competitive prices are a key factor for customers. The national annual average for life insurance premiums is $358. Penn Mutual does not disappoint. The company – along with Pacific Life – offers the lowest rate among the companies we ranked. Farmers has the highest premium.

Insurance companyAverage annual premium
Penn Mutual$280
Pacific Life$280
Farmers$508

How Penn Mutual scores on ease of service

Customers want few hassles and hurdles when dealing with their life insurance coverage. Penn Mutual came in second in this category, outranked only by Pacific Life. New York Life trailed by only two percentage points.

Insurance companyPercent of customers that are satisfied with ease of service
Penn Mutual84%
Pacific Life86%
New York Life82%

How Penn Mutual scores on policy offerings

Customers want options when it comes to the products a carrier offers. Penn Mutual customers scored highly in this category — 84% of Penn Mutual customers are satisfied with the company’s policy offerings. Only Allstate scored better in this area, receiving an 85% score. 

State Farm and John Hancock trailed slightly at 83%.

Insurance companyPercent of customers satisfied with the company’s policy offerings
Penn Mutual84%
Allstate85%
State Farm, John Hancock83%

How trustworthy is Penn Mutual?

Penn Mutual scored higher than the other carriers in this category, with more than 84% of customers finding it trustworthy. Many carriers scored in the 50-70% range. 

State Farm and Pacific Life were the closest in rank, with 83% and 81%, respectively.

Insurance companyPercent of customers who find the company trustworthy
Penn Mutual84%
State Farm83%
Pacific Life81%

Do Penn Mutual customers plan to renew? 

Almost all Penn Mutual customers surveyed are loyal to the carrier and plan to renew their policy. However, other carriers received perfect scores in this category.

Insurance companyPercent of customers who plan to renew
Penn Mutual96%
Gerber Life100%
Lincoln Financial100%

Penn Mutual product details

  • Term life insurance
  • Universal life insurance
  • Variable universal life insurance

Other services offered

  • Annuities

States where Penn Mutual offers coverage

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Table
States where Penn Mutual offers coverage
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
Washington D.C.
West Virginia
Wisconsin
Wyoming
AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY
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Company background

Penn Mutual

Penn Mutual was founded in Philadelphia in 1847. It was the seventh mutual life insurance company in the United States and the first on the East Coast to offer universal life insurance.

Resources & Methodology

Sources:

Penn Mutual. “Our History.” Accessed January 2024.

Methodology

Insure.com in the fall of 2023 surveyed more than 1,750 people with auto, home, life and health insurance (1003 with life insurance). The survey was conducted by online market research company Slice MR. Respondents were asked to name their insurer and the editors then selected – based on the number of responses – the top companies for this year’s Best Life Insurance Companies ranking. Insure.com needed 20 or more of a company’s customers to respond to the survey for that insurer to be included in the ranking, although in some categories the editors did consider companies with 18 or 19 responses. 

Respondents were first asked to grade their insurer in the following categories – customer satisfaction, claims satisfaction and policy offerings. The percentage of respondents who said they were satisfied or very satisfied with their insurer is presented in the results.

In addition, the editors also created star rankings for each company. Respondents were asked to pick their insurer’s top three attributes out of the more than the dozen presented – again including categories such as customer satisfaction and policy offerings. The number of responses for each of those attributes was totaled and then divided by the number of each company’s customers who responded to that survey question to create the star ranking. 

Respondents were then asked if they would recommend their insurer to someone else. The percentage who said yes is presented in the results.

They also were given the statement “I trust my insurance company” and asked if they strongly agreed, agreed, disagreed or strongly disagreed with the statement. The percentage of those who said they agreed or strongly agreed is presented in the results.

The editors compiled the survey results and then collected National Association of Insurance Commissioners’ complaint data, which ranks a company by the number of customer complaints it receives. The editors identified the NAIC company code or codes that were the primary underwriting companies for each carrier and line of business using total annual premiums. The associated NAIC complaint index score was used in our calculations. If more than one underwriting company was identified for a line, we used a weighted average of the NAIC complaint index scores.

The team also gathered AM Best data, which measures financial strength.

They also collected insurance rate data from Quadrant Information Services (for auto and home insurance), Compulife (for life insurance) and the public health marketplace (for health insurance).

With the help of Prof. David Marlett, Ph.D., managing director of the Brantley Risk and Insurance Center at Appalachian State University, the editors created a rating system to determine which insurance companies were best in each sector. For life insurers, we used the following weights to calculate the overall score for each company: 

  • AM Best: 25% of total score
  • NAIC: 15% of total score
  • Survey: 60% of total score (10% customer satisfaction, 10% recommended, 10% renewal rate, 10% ease of service, 10% trustworthiness and 10% policy offerings)

To find the industry average annual premium, insure.com weighed the rates from 9 companies: AAA, Farmers, Guardian Life, John Hancock, Lincoln Financial, MassMutual, New York Life, Northwestern Mutual and Transamerica. Rates are based on premiums for 35-year-old males and females who are non-smokers and in good health. Rates are for a 20-year-term policy that provides $500,000 in coverage. 

No insurer in our ranking received less than half a star and the highest possible ranking is 5 stars.

On company review pages, the editors compared the profiled insurers in various categories against the leaders in that category or against other top insurers that match up well against the profiled company in terms of size and/or coverage area.

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