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pinneyinsurance

www.pinneyinsurance.com. Providing All the Tools for Your Success. www.pinneyinsurance.com. Founded in 1972 as a Transamerica branch office and later incorporated as Pinney Insurance Center, Inc.

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pinneyinsurance

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  1. www.pinneyinsurance.com

  2. Providing All the Tools for Your Success www.pinneyinsurance.com • Founded in 1972 as a Transamerica branch office and later incorporated as Pinney Insurance Center, Inc. • Headquartered in our own building in Roseville, California, we provide a small local agency feel with the power of a major national firm. • Has expanded into a national distributor with thousands of contracted agents and offices in California, Illinois, Maryland, North Carolina, Oklahoma, Pennsylvania, Texas, Washington, and Mississippi . • Pinney represent over 100 life, annuity, disability, and long-term care companies with the intent of providing our Clients & Partners with the best possible product solutions at the lowest possible costs. Pinney Insurance Center, Inc.

  3. Providing All the Tools for Your Success www.pinneyinsurance.com • LifeMark Partners - one of the nation’s largest marketing organizations for insurance and financial services products and comprised nationally of 48 of the largest independent life brokerage agencies. • Professional Life Advisors Network (PLAN) – a group of insurance brokerage agencies that specialize in non-traditional distribution channels such as banks, broker-dealers, and professional services. Member agencies focus on methods, strategies, and concepts that help grow revenue for these non-traditional markets. Pinney Affiliations

  4. Providing All the Tools for Your Success www.pinneyinsurance.com Pinney Insurance Agent Service Levels

  5. Providing All the Tools for Your Success www.pinneyinsurance.com Products & Carriers • We maintain the highest “Due Diligence Standards” when recommending products and insurance carriers. We look objectively at products, service, marketing support, advanced planning support, underwriting, and customer service. • Ratings are very important in our determination of preferred providers. We look for excellent to superior ratings from the various ratings services and a Comdex rating in at least the top 25%.

  6. Providing All the Tools for Your Success www.pinneyinsurance.com • Client can complete themselves • Can be completed in 5 minutes +/- • Accurate Quote based on each carrier’s underwriting criteria • Common App for All Companies • Perfectly completed App every time In Good Order (IGO) • E-Signature – No missed Signatures • E-Policy Issue & E-Delivery EZLifeSales.com

  7. Providing All the Tools for Your Success www.pinneyinsurance.com • Web marketing • Email marketing • Customizable personal or agency branded marketing pieces • Email templates • E-marketing links • Integrated with Social Media sites Email and Print Marketing

  8. Providing All the Tools for Your Success www.pinneyinsurance.com Product Quote Tools Multi-Product & Sales System Life • Term Life • Universal Life • Long Term Care • Simplified Issue • Product Specifications Annuities • SPIA • Indexed • Fixed • MYG / CD Annuities

  9. Providing All the Tools for Your Success www.pinneyinsurance.com • We will do everything else • We handle the details • Your cases get processed quickly • We assist any way you desire • Real time case status updates – day or night • We will deliver • We will be your advocate and your client’s advocate And we will help you succeed any way we can EZLife Sales Services Guarantee

  10. Providing All the Tools for Your Success Case Management & Innovative Underwriting Support www.pinneyinsurance.com • Case Status • Check your case status online for instant, • 24/7 access that includes: • Detailed case status • Outstanding requirement reporting • Correspondence between your case manager, your client, the carrier, and any vendors (APS, exams, etc.) • Leave comments or questions for your case manager • Proprietary Case Clearing House System

  11. Providing All the Tools for Your Success Case Management & Innovative Underwriting Support www.pinneyinsurance.com Search against the proprietary underwriting rules of multiple carriers with one clickwithin EZLifeSales.XRAE is the first multi-carrier field underwriting and quick-quote management tool in the industry built for the brokerage general agencies. Once your client's quote is submitted, your medical team of doctors and nurses will engage with the client and conduct a medical interview of the application. They will then create a detailed account of the RX, MIB and health history of the client, and obtain medical clarity of client care, compliance and control. Once the medical interview and history has been obtained, it is optimized in-good order submission to reduce turnaround time.

  12. Providing All the Tools for Your Success Sales Support Team www.pinneyinsurance.com • Dedicated team of individuals that you help you determine numerous strategies that provide creative solutions to address a variety of client goals and objectives. • Ability to handle multiple carriers and product lines. • 1 Page concept pages to present with insurance solutions.

  13. Providing All the Tools for Your Success www.pinneyinsurance.com • Monthly Newsletter program with specific Planning focus. • Concepts “Made Simple” Agent Sales Kits • Sales, product, and best practices webinars • Internet Marketing & Social Media White Papers Tools of the Trade, Agent Marketing,

  14. Providing All the Tools for Your Success www.pinneyinsurance.com Unique Sales Tools , Concepts & Client Presentations • Unique Concepts that sell the benefits, not a specific product or carrier • Provide you with new concepts and strategies to discuss • Easy-to-use tools to create client specific presentations

  15. Providing All the Tools for Your Success www.pinneyinsurance.com • A qualified, third-party opinion on you clients life insurance portfolio • Review policy design and function • Funding of the policy • Financial health of life insurance carrier • Health status of insured • New underwriting and medical exam • New contestability and suicide clause periods Policy Assessment Process

  16. Providing All the Tools for Your Success www.pinneyinsurance.com • Purpose of Assessment • Who Conducted the Assessment • Executive Summary • Special Considerations • Client Objective Review • In-force Policy Review • Summary of Alternatives • Financial Stability Review • Conclusion & Recommendations Policy Assessment Report

  17. Providing All the Tools for Your Success www.pinneyinsurance.com Workshops with Dan Allison • Dan has coached some of the most successful insurance agents and  financial professionals on the concepts of generating more referrals with  incredible results described as “brilliantly simple,” “eye-opening,” and  “the most refreshing presentation in years.” • You will learn: • Why the majority of your clients do not give referrals as frequently as they could. • The true roadblocks that prevent most professionals from  creating effective referral relationships. • How to implement simple, step-by-step strategies to begin getting referrals immediately. http://vimeo.com/20518215

  18. Providing All the Tools for Your Success Advanced Marketing, Planning & Design www.pinneyinsurance.com • Pinney’s Insurance Center’s Advanced Marketing department is committed to providing you with expertise and powerful resources to help you serve the objectives of clients and grow your practice. • As a Pinney Agent you will have access to a team of highly qualified Advanced Marketing consultants with expertise in life insurance, estate and trust planning, business and executive benefits planning, and charitable giving. • These extremely specialized resources will allow you to respond quickly to clients’ planning goals and promote the level of service you bring to your clients.

  19. Providing All the Tools for Your Success Advanced Underwriting Consultant & MD on Staff www.pinneyinsurance.com • There are many components of the underwriting process; insurable interest/financials, medical histories, avocation, aviation, travel, motor vehicle experiences and more. • Thisinformation filters in through a variety of sources. Although these sources are credible, they may not always contain the underlying details needed to answer all the underwriter’s questions. • The Pinney Underwriting Team will provide you assistance in developing a cover letter that will pull all the pieces of the underwriting puzzle together. • A good medical summary increases the carriers underwriter knowledge of the client by presenting a full and balanced view of the risk at first handling. The ability to negotiate the “Total Picture” early in the underwriting process will create a more opportunity at the right carrier with best possible results for the client.

  20. Providing All the Tools for Your Success www.pinneyinsurance.com Providing all the Tools for Your Success! With Pinney Insurance you can: • Build your team without adding expense • Partner when appropriate • Continually innovate • Work on your business… not just in it The Pinney Formula for Success (Motto):Have Fun + Value People = Make Money!

  21. Providing All the Tools for Your Success Contact Us www.pinneyinsurance.com • Phone: (800) 823-4852 • E-mail: life@pinneyinsurance.com • Web: www.PinneyInsurance.comwww.EZLifeSales.com • Connect with Pinney:

  22. Thank you! 2266 Lava Ridge Court Roseville, CA 95661 www.pinneyinsurance.com

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