Services
At Pinney Insurance, we work hard to ensure the success of our brokers and partners. Following are a few of the services we offer.
Basic Services
- Referral Workshops
- Internet Sales Training
- Sales Support (including advanced sales support)
- Annuity, LTC, and DI Sales Support
- Case Design (including quotes & illustrations)
- Advanced Underwriting Support (on-staff M.D.; in-house Underwriter)
- Point-of-Sale Support
- Case Management
- 24/7 Case Status
Proprietary Programs
Over the years we have developed many proprietary sales concepts and programs, including:
- EZLifeSales.com
- Policy AssessmentSM
- Accumulation ProtectorSM
- Asset AmplifierSM
- Infinite Income Life StrategySM
- OPM FinanceSM
Advanced Sales Support
Use our Advanced Sales Team as a resource when dealing with these and other advanced sales concepts:
- Asset and Income Maximization
- Buy-Sell Funding / Succession Planning
- Charitable Giving
- Defined Benefit Plans
- Executive Bonus Arrangements
- Key Person Insurance
- Life Insurance as an Asset Class
- Premium Finance
- Private Finance
- Retirement Planning
- Restricted Bonus Arrangements
- Split-Dollar Planning
- Wealth Transfer
- 401(k) Look-alike Plans
Need More Info?
Call 1-800-823-4852 or email your Pinney Brokerage Director to get more information on any of these topics.
