Introducing pinney-insurance paul-sanfilippo

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Introducing pinney-insurance paul-sanfilippo

  1. 1. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.comPaul SanfilippoBrokerage Director Contact Paul: • Phone: (800) 823-4852 x8760 • E-mail: psanfilippo@pinneyinsurance.com • Web: www.PinneyInsurance.com www.EZLifeSales.com • www.paulsanfilippo.com • Connect with Pinney:
  2. 2. PINNEYI N S U R A N C E www.pinneyinsurance.com
  3. 3. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Pinney Insurance Center, Inc. • 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.
  4. 4. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Pinney Affiliations • 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.
  5. 5. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Pinney Insurance Agent Service Levels Silver Gold Platinum Pinney  Elite Carrier and product access Sales Support Team Dedicated Brokerage Director Advanced Marketing Consultant Detailed Carrier and Product Business Development Assistance Proprietary Tools & Services Advanced planning support Information Access to all Carrier Forms EZLife Sales Case Design (including quotes & Customized Client Sales Complex Case Design Email / print marketing illustrations) Presentations Exit Planning Strategiestemplates Product quote toolsProprietary Case Clearing House Sales Techniques Web / phone point-of-sale In-person point-of-sale assistance System Monthly Concept Education assistanceApplication Processing and Case Management 24/7 online case status and Tools of the Trade Policy Assessment Agent Branded Sales tracking Annuities In Focus Fiduciary Audits Presentations (Industry standard case management system) Carrier Underwriting Guides Field Underwriting Support Dedicated Case Manger Advanced Underwriting Consultant XRAE Pre-screen tool Post-Underwriting Sales Support and Medical Doctor RSA Medport Informal Submissions Lead / Sales Generation Advertising and Marketing Client Referral Workshops Custom webinars / Support teleconferences + Silver Level +Silver & Gold Levels +Silver, Gold & Platinum Levels
  6. 6. PINNEYI N S U R A N C E 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%.
  7. 7. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com EZLifeSales.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
  8. 8. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Email and Print Marketing • Web marketing • Email marketing • Customizable personal or agency branded marketing pieces • Email templates • E-marketing links • Integrated with Social Media sites
  9. 9. PINNEYI N S U R A N C E 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
  10. 10. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com EZLife Sales Services Guarantee • 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
  11. 11. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Case Management & Innovative Underwriting Support 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
  12. 12. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Case Management & Innovative Underwriting Support Search against the proprietary underwriting Once your clients quote is submitted, your rules of multiple carriers medical team of doctors and nurses will with one click within engage with the client and conduct a medical EZLifeSales. interview of the application. XRAE is the first multi- They will then create a detailed account of the carrier field underwriting RX, MIB and health history of the client, and and quick-quote obtain medical clarity of client care, management tool in the compliance and control. Once the medical industry built for the interview and history has been obtained, it is brokerage general optimized in-good order submission to reduce agencies. turnaround time.
  13. 13. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Sales Support Team • 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.
  14. 14. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Tools of the Trade,  Agent Marketing,  • 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
  15. 15. PINNEYI N S U R A N C E 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
  16. 16. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Policy Assessment Process • 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
  17. 17. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.com Policy Assessment Report • 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
  18. 18. PINNEYI N S U R A N C E 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 http://vimeo.com/20518215 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.
  19. 19. PINNEY I N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.comAdvanced Marketing, Planning & DesignPinney’s Insurance Center’s AdvancedMarketing department is committed toproviding you with expertise andpowerful resources to help you servethe objectives of clients and grow yourpractice.As a Pinney Agent you will haveaccess to a team of highly qualifiedAdvanced Marketing consultants withexpertise in life insurance, estate andtrust planning, business and executivebenefits planning, and charitablegiving.These extremely specialized resourceswill allow you to respond quickly toclients’ planning goals and promote thelevel of service you bring to yourclients.
  20. 20. PINNEYI N S U R A N C E Providing All the Tools for Your Success www.pinneyinsurance.comAdvanced Underwriting Consultant & MD on Staff There are many components of the underwriting process; insurable interest/financials, medical histories, avocation, aviation, travel, motor vehicle experiences and more. This information 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
  21. 21. PINNEYI N S U R A N C E 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!
  22. 22. Thank you! PINNEY I N S U R A N C E 2266 Lava Ridge Court Roseville, CA 95661 www.pinneyinsurance.com

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