From funding a 401(k) lookalike with life insurance to maximizing underperforming assets, we have so many options for increasing your client's retirement income. If your client owns a business, we can also help design retirement plans that provide benefits for your client along with his or her employees. We'd love to help you provide a thorough review of your client's current plan, with suggestions for ways to generate even more retirement income and life insurance protection for their business and loved ones.
Call us at 1-800-823-4852 for details.
- Click here for a complete list of the life insurance carriers we work with.
- Bookmark the Carrier Updates section of our blog for the latest carrier marketing pieces, form updates, and more.
We can help you prospect and present advanced planning concepts, as well as locate products and solutions that fit your clients' needs. Contact us for help with products, solutions, concepts, marketing, illustrations, and more.
- Call us at 1-800-823-4852 and ask to speak to a brokerage director.
- Click here to email us.
Become a Pinney Partner
We're proud to offer the service of a traditional brokerage with state-of-the-art technology and an end-to-end consumer solution. Everything we do is geared toward helping you better serve your clients and prospects. We'd love for you to join the team and become a partner.
- Click here to get our media kit. It includes executive bios, contact info, and a list of our products and services.
- Get a 30-day free trial of DataRaptor. This is the CRM we use in our office, and it's incredibly robust with features designed specifically for life insurance sales. DataRaptor creates a streamlined health screening, quoting, and drop-ticket application process that will save you time and help you sell more.