Pinney Insurance Center, Inc.
Category
General Information
Locality: Roseville, California
Phone: +1 800-823-4852
Address: 2266 Lava Ridge Ct 95661 Roseville, CA, US
Website: pinneyinsurance.com
Likes: 229
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If there was a way to make 2021 your best year ever, would you practice the skills necessary to make that happen? One of those skills is learning how to find the money to build successful strategies for your customers. Van Mueller explains how to do just that in this month's newsletter.
Start the year off right by interacting more on social media with clients and prospects! Our 2021 social media calendar has conversation starters that help you post more frequently and generate more leads: https://pinneyinsurance.com/2021-social-media-calendar/
This year, show your clients and prospects how life insurance helps create a balanced portfolio. Our January 2021 sales kit can help! Get it here: https://pinneyinsurance.com/january-2021-sales-kit-life-in/
Congrats to our December Employee of the Month: Nicho Earley! Nicho is our A-Team Ninja - she sneaks into other team members' queues and magically helps complete their drop-tickets without being asked. Carolyn Seamons nominated Nicho because she wanted everyone to know how kind and dedicated she is. Now we know...and we love you for it, Nicho!
Happy New Year to all our partners and clients!
If you read his newsletter regularly, you know Van Mueller likes asking questions. In this issue, he explains which historic teaching method this strategy is based on, and how to use it right now. Asking questions sounds easy, right? But Van breaks it down with the exact way he introduces these questions during a client meeting so it feels natural and not like a quiz show.
In a world with Zoom fatigue, how do you market a virtual event? We'll go over traditional and creative ideas to help you get the word out.
Why sell critical illness insurance? So your clients don't have to use crowdfunding to pay unexpected medical bills. Our October 2020 sales kit will help: https://pinneyinsurance.com/october-2020-sales-kit-critica/
Congratulations to Shelby Richardson, our Employee of the Month! Every month, we take nominations from the entire team and choose someone who went the extra mile for a co-worker, clients, or all of the above. Here's what our team has to say about her mad skills as a case manager: "Shelby consistently manages one of the largest case loads in the agency and has for years. She makes every client and agent experience her top priority, and goes to bat with the vendors and carri...ers to ensure the process is as smooth as possible. We affectionately refer to her as our 'Agency Bulldog.' She is effective with her own cases but goes out of her way to aid her teammates as needed. This past month, in addition to her own workload, she helped her teammates on a daily basis to help keep up with the volume. She is a rock star that remains humble and takes initiative behind the scenes!" It's easy to see why we LOVE Shelby so much!
In 2020, an estimated 75.3% of American businesses will be active on Instagram. Not one of them? Here are 6 tips to get you started.
In this month's issue, Van Mueller shares his Paradigm Shift presentation to help you have conversations that motivate clients to take action. Here's a summary of that presentation.
We were procrastinating writing our next Facebook post until we read Ryan Pinney's post about how to stop procrastinating: https://www.linkedin.com//how-eat-frog-get-more-done-ryan-
Have you signed up for NAIFA's round table discussion for Life Insurance Awareness Month? Our own Ryan Pinney, LACP will be one of the speakers! It all happens tomorrow, September 17, at 12 pm Eastern. Click here to sign up: https://bpc.naifa.org/liam_sept
Ever been jealous of how easy it is to sell a physical product online? Here are 4 eCommerce sales tactics we can borrow to help sell insurance.
Having trouble making the shift to a digital-only practice? Our own Ryan Pinney has a few words of advice in his article for this issue of NAILBA Perspectives. Flip to page 34 for "Running remote: Tools and strategies to adapt and thrive."
If you’ve amassed more social followers during our digital-only quarantine, great! Now it’s time to convert them to email subscribers.Email is your direct connection to clients and prospects. Once they give you permission to email them, you don’t have to worry about best posting times, algorithm updates, or diminishing organic reach. You have a fast, secure way to reach them at any time. In this video, we'll go over a few tactics for networks including Facebook, LinkedIn, Twitter, Instagram, and YouTube.
Our September 2020 sales kit is all about helping you start a conversation about tax-free income. Download the kit here: https://pinneyinsurance.com/september-2020-sales-kit-tax-f/ Taxes are clearly on everyone's mind. With the upcoming election, numerous political attack ads are trying to scare viewers with claims about rising taxes. ... This only adds to fears our clients already had about taxes, thanks to rising government debt. All those COVID-19 pandemic relief efforts? They cost money. And without the usual influx of payroll taxes, the government's budget is taking an even harder hit. The end result? Everyone knows our government is going to need lots of money in the future, and taxes are an easy way to get it. This kit will help you start talking about these issues and point your clients toward solutions like cash value life insurance.
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