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Happy Half Birthday, Penn Mutual South!

It’s our Half Birthday and we’re giving YOU the gifts! 

What’s the occasion?? Did you know that in the insurance industry, a Half Birthday is significant occasion?  Six months and 1 day after your birthday, insurance companies consider you a full year older.  Penn Mutual South was founded in February 2019, so this is our Half Birthday celebration time - and a perfect time to remind our friends and clients to review their insurance policies with their financial professional.

Oh, you shouldn’t have.  But we want to!  This Half Birthday, we want to shower you with gifts that bring us joy.  Claim your complimentary Retire Happy e-book (popping up soon) and discover what we do best – help you create the security you need to truly enjoy the life you build for yourself and your loved ones. 

Managing Challenges Together

Given the evolving status of the Coronavirus (COVID-19), we want to assure you that Penn Mutual South is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.

You can count on Penn Mutual South at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life’s uncertainties. We fully expect to maintain high levels of service and responsiveness.

Our parent company, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.

Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we’ve taken so far and in our ability to operate our business in a changing environment.

Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy. Let us know if we can help in any way.

Contact Us

Live life with confidence

Look forward to the future with a partner you can count on.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Meet Our Managing Partner

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<strong>Cale P Smith, CLU, LUTCF, CLTC<br /></strong>Managing Partner, Penn Mutual South

Cale P Smith, CLU, LUTCF, CLTC
Managing Partner, Penn Mutual South

Following 14 proud years of service as a combat medic for the United States Army and Louisiana National Guard, Cale graduated with a Bachelor of Science from Southern University in Baton Rouge and entered the Financial Services industry in 2000.  

Cale and his wife, Katherine, have been married for 20 years and have made their home in Baton Rouge with their 4 children.  He is a respected member of the community, a long-time parishioner of Our Lady of Mercy Catholic Church and has served on the board of many local foundations and charities. Mr. and Mrs. Smith personally funded the Cale P and Katherine Smith Student Financial Management Center at Louisiana State University in their effort to encourage, educate and empower young people in the importance of financial management to alleviate stress and secure their futures.  Cale continues to give lectures several times a year to students in the business college and the professional sales institute at LSU.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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