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Providing All the Tools for Your Success www.pinneyinsurance.com Paul Sanfilippo Brokerage Director Contact Paul: Phone: (800) 823-4852 x8760 E-mail: [email protected] Web: www.PinneyInsurance.com www.EZLifeSales.com www.paulsanfilippo.com Connect with Pinney: I N S U R A N C E PINNEY I N S U R A N C E PINNEY

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  • 1. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comPaulSanfilippoBrokerageDirector Contact Paul: Phone: (800) 823-4852 x8760 E-mail: [email protected] Web: www.PinneyInsurance.com www.EZLifeSales.com www.paulsanfilippo.com Connect with Pinney:

2. PINNEYI N S U R A N C Ewww.pinneyinsurance.com 3. PINNEYI N S U R A N C EProviding All the Tools for Your Success www.pinneyinsurance.comPinneyInsuranceCenter,Inc. Founded in 1972 as a Transamerica branch office and later incorporated as PinneyInsurance Center, Inc. Headquartered in our own building in Roseville, California, we provide a small localagency feel with the power of a major national firm. Has expanded into a national distributor with thousands of contracted agents andoffices in California, Illinois, Maryland, North Carolina, Oklahoma, Pennsylvania,Texas, Washington, and Mississippi . Pinney represent over 100 life, annuity, disability, and long-term care companies withthe intent of providing our Clients & Partners with the best possible product solutionsat the lowest possible costs. 4. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comPinneyAffiliations LifeMark Partners - one of the nations largest marketing organizations forinsurance and financial services products and comprised nationally of 48 ofthe largest independent life brokerage agencies. Professional Life Advisors Network (PLAN) a group of insurancebrokerage agencies that specialize in non-traditional distribution channelssuch as banks, broker-dealers, and professional services. Memberagencies focus on methods, strategies, and concepts that help growrevenue for these non-traditional markets. 5. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comPinneyInsuranceAgentServiceLevels SilverGoldPlatinum PinneyElite Carrier and product access Sales Support TeamDedicated Brokerage Director Advanced Marketing ConsultantDetailed Carrier and ProductBusiness Development Assistance Proprietary Tools & ServicesAdvanced planning support InformationAccess to all Carrier FormsEZLife SalesCase Design (including quotes &Customized Client SalesComplex Case Design Email / print marketing illustrations)Presentations Exit Planning Strategiestemplates Product quote toolsProprietary Case Clearing HouseSales TechniquesWeb / phone point-of-sale In-person point-of-sale assistance SystemMonthly Concept EducationassistanceApplication Processing and CaseManagement 24/7 online case status and Tools of the TradePolicy AssessmentAgent Branded Sales trackingAnnuities In Focus Fiduciary Audits Presentations (Industry standard casemanagement system)Carrier Underwriting GuidesField Underwriting Support Dedicated Case MangerAdvanced Underwriting ConsultantXRAE Pre-screen tool Post-Underwriting Sales Support and Medical Doctor RSA MedportInformal Submissions Lead / Sales GenerationAdvertising and Marketing Client Referral WorkshopsCustom webinars /Support teleconferences+ Silver Level +Silver & Gold Levels +Silver, Gold & Platinum Levels 6. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comProducts&Carriers We maintain the highest Due Diligence Standards when recommendingproducts and insurance carriers. We look objectively at products, service,marketing support, advanced planning support, underwriting, andcustomer service. Ratings are very important in our determination of preferred providers.We look for excellent to superior ratings from the various ratings servicesand a Comdex rating in at least the top 25%. 7. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comEZLifeSales.com Client can complete themselves Can be completed in 5 minutes +/- Accurate Quote based on each carriersunderwriting criteria Common App for All Companies Perfectly completed App every timeIn Good Order (IGO) E-Signature No missed Signatures E-Policy Issue & E-Delivery 8. PINNEYI N S U R A N C EProviding All the Tools for Your Success www.pinneyinsurance.comEmailandPrintMarketing Web marketing Email marketing Customizable personal or agency branded marketing pieces Email templates E-marketing links Integrated with Social Media sites 9. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.com ProductQuoteToolsMulti-Product & Sales System Life Term Life Universal Life Long Term Care Simplified Issue Product Specifications Annuities SPIA Indexed Fixed MYG / CD Annuities 10. PINNEYI N S U R A N C EProviding All the Tools for Your Success www.pinneyinsurance.comEZLifeSalesServicesGuarantee 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 yourclients advocateAnd we will help you succeed any way wecan 11. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comCaseManagement&InnovativeUnderwritingSupport 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. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comCaseManagement&InnovativeUnderwritingSupport 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 medicalEZLifeSales. 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 medicalindustry built for the interview and history has been obtained, it isbrokerage general optimized in-good order submission to reduceagencies. turnaround time. 13. PINNEYI N S U R A N C EProviding All the Tools for Your Success www.pinneyinsurance.comSalesSupportTeam Dedicated team ofindividuals that you helpyou determine numerousstrategies that providecreative solutions toaddress a variety of clientgoals and objectives. Ability to handle multiplecarriers and product lines. 1 Page concept pages topresent with insurancesolutions. 14. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comToolsoftheTrade,AgentMarketing, Monthly Newsletter program withspecific Planning focus. Concepts Made Simple AgentSales Kits Sales, product, and best practiceswebinars Internet Marketing & Social MediaWhite Papers 15. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.com UniqueSalesTools,Concepts&ClientPresentations Unique Concepts that sell thebenefits, not a specific productor carrier Provide you with new conceptsand strategies to discuss Easy-to-use tools to createclient specific presentations 16. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comPolicyAssessmentProcess A qualified, third-party opinion onyou clients life insurance portfolio Review policy design and function Funding of the policy Financial health of life insurancecarrier Health status of insured New underwriting and medicalexam New contestability and suicideclause periods 17. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.comPolicyAssessmentReport 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. PINNEYI N S U R A N C E Providing All the Tools forYour Success www.pinneyinsurance.com WorkshopswithDanAllison 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. PINNEY I N S U R A N C EProviding All the Tools for Your Success www.pinneyinsurance.comAdvancedMarketing,Planning&DesignPinneys Insurance Centers 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. PINNEYI N S U R A N C EProviding All the Tools for Your Success www.pinneyinsurance.comAdvancedUnderwritingConsultant&MDonStaff There are many components of the underwritingprocess; insurable interest/financials, medicalhistories, avocation, aviation, travel, motor vehicleexperiences and more. This information filters in through a variety ofsources. Although these sources are credible,they may not always contain the underlyingdetails needed to answer all the underwritersquestions. The Pinney Underwriting Team will provide youassistance in developing a cover letter that willpull all the pieces of the underwriting puzzletogether. A good medical summary increases the carriersunderwriter knowledge of the client by presentinga full and balanced view of the risk at firsthandling. The ability to negotiate the TotalPicture early in the underwriting process willcreate a more opportunity at the right carrier with 21. PINNEYI N S U R A N C EProviding All the Tools for Your Success www.pinneyinsurance.comProvidingalltheToolsforYourSuccess!With Pinney Insuranceyou can: Build your team withoutadding expense Partner whenappropriate Continually innovate Work on yourbusinessnot just in itThe Pinney Formula for Success (Motto): Have Fun + Value People = Make Money! 22. Thankyou!PINNEYI N S U R A N C E2266 Lava Ridge CourtRoseville, CA 95661www.pinneyinsurance.com