Pinney Platform Solutions bridge the gaps that keep organizations and individuals from effectively and efficiently offering insurance products— no matter what level of experience they may have. With our Solutions, you gain: * Unparalleled carrier access forms and processes * Expertise without cost or additional staff * Access to simplified insurance Learn more at http://pinneyplatforms.com/

1. www.pinneyplatforms.com
• Enhancing Relationships
• Retaining Clients
• Driving Revenue

2. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.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.

3. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.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.

4. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.com
Products and 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%.

5. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.com
Partner Service Levels

6. Strengthening the Bridge
between you and your customers
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Proprietary Tools & Services
• EZLifeSales.com
• Policy Assessment
• Accumulation Protector
SM
• Asset AmplifierSM
• Infinite Income Life Strategy
SM
• OPM Finance SM
• Tools of the Trade
• Customized Marketing Programs
• White Papers

7. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.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. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.com
Integrated Marketing Tools
• Customizable personal or
agency branded marketing
pieces
• Website quoting tools
• Email templates
• E-Marketing links
• Integrated with Social Media
sites

9. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.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

10. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.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

11. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.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

12. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.com
Unique Sales Tools and Concepts
• 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

13. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.com
Tools of the Trade, Agent Marketing,
& White Papers
• 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

14. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.com
Tools of the Trade, Agent Marketing,
& White Papers
• Build your team without
adding expense
• Partner when
appropriate
• Continually innovate
• Work on your business…
not just in it

15. Strengthening the Bridge
between you and your customers
www.pinneyplatforms.com
Paul Sanfilippo
Brokerage Director
Contact Paul:
• Phone: (800) 823-4852 x8760
• E-mail:
psanfilippo@pinneyinsurance.com
• Web: www.PinneyInsurance.com

16. Strengthening the Bridge
between you and your customers
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Thank you!