The Penn Mutual Life Insurance Company, Horsham, Penn., has announced the promotion of Joseph P. Mallee III to Sales Manager at Independence Financial Associates (IFA), Penn Mutual’s career agency in suburban Philadelphia. Mallee will be working closely with the IFA Leadership team and Stephen C. Target, CLU, Managing Partner.
Previously, Mallee served IFA as Director of Advanced Planning, managing advanced planning cases, coordinating the efforts of attorneys, accountants and trust officers. Mallee began his planning career with West Shore Financial Group in Tampa, Fla., and later became Director of Advanced Planning for Guardian Life’s Northeastern Regional home office after returning to Philadelphia, where he has remained for the past six years.
“Joe’s continued success and effective leadership as Director of Advanced Planning makes him more than deserving of this promotion,” said Jonathan J. Pratt, CLF, Vice President, Career Agency System. “We are confident that as Sales Manager, Joe will be a great resource for Independence Financial Associates and Penn Mutual as he continues to grow the agency in the areas of wealth accumulation strategies, business and estate planning, family legacy strategies, wealth distribution strategies and last asset protection planning.”
Mallee received a Bachelor of Science degree from LaSalle University with a major in Finance and minor in Risk Management Insurance. Mallee is a multiple-year qualifier of The Million Dollar Round Table and is a member of the Philadelphia Estate Planning Council and the Association for Advance Life Underwriting (AALU).
Mallee resides in Skippack, Pa. with his wife, Allison.