Pinney Insurance Center: Your Advanced Marketing Team

Jan is an author, speaker, consultant, and frequent sales idea contributor to California Broker Magazine. A 30-year Life and Qualifying Member of MDRT, he is able to help producers understand complex advanced marketing concepts and convert them to easily understood sales presentations. He is an active, hands on brokerage agency principal and founder of the National Society of Agents for Consumer Education, as well as a member of the International Forum, AALU and Top of the Table.

Phil began as a career agent before moving to the largest brokerage agency in the business. He has a wealth of company and product knowledge, as well as a background in the US Navy. As a pharmacy technician and hospital corpsman he acquired a tremendous amount of knowledge regarding medical conditions and medications, which combined with his experience will help you navigate through each carrier’s underwriting requirements.

Bob began his insurance career as a Group and Pension Manager, eventually becoming senior vice president of a Northern California life insurance company. Prior to joining Pinney Insurance, Bob was the west coast advanced sales executive for the largest brokerage agency in the country. He has been involved in many large, complex cases that included executive benefits, estate liquidity, pension plans, premium financing, and other creative means for obtaining insurance protection at a discount. You will find him to be a valuable resource for your creative sales situations.

Prior to joining Pinney Insurance, Scott gained his in-depth insurance knowledge as an agent with Met Life. He excels under pressure and delivers complex concepts in an easy to understand format—providing tailored solutions that meet the needs of clients and brokers. As a member of NAILBA & NAIFA Northern Ca., he makes it his highest priority to remain current and aware of insurance legislation and proposals that could impact your business.

Ryan distinguished himself as a U.S. Marine before entering the insurance industry. His primary focus is impaired risk marketing and he lives on the phone helping brokers with their tough cases. He has a great understanding of the impaired risk marketplace and a “can do” attitude when it comes to placing those hard to place cases. As a Chartered Senior Financial Planner, he can help you with estate planning needs analysis, estate tax minimization, and other advanced planning concepts.

Dina is a very welcome addition to our Brokerage team. She comes to us with distinct potential in the insurance business and military knowledge of persistence and aggressive work ethics. Dina is a problem solver and a valuable member of our team. Her focus is providing solutions and meeting the needs of our clients and partners.

Ramona is the newest member of our Brokerage team. She has a natural appreciation for precision and her attention to detail when providing illustrations, research, and answers to your questions allows you to focus on gaining new customers.