Pinney Insurance Center, Inc
R. Jan Pinney has extensive work experience in the life insurance industry. R. Jan currently holds the role of Executive Advisor at Insureio Technologies, Inc. where they provide top life insurance producers with a comprehensive CRM solution.
Prior to their current position, Pinney served as the Chairman and CEO at ISU Francis-Pinney Insurance Services, Inc. from 1975 onwards. R. Jan also held the position of President & CEO at Pinney Insurance Center starting in 1972.
Pinney has been involved in various leadership roles in industry organizations, including serving as the Immediate Past President of LIDMA INC in 2020 and as the President of LIDMA INC from 2018 to 2019. R. Jan also served as the President of NAIFA California in 2004 and as the Past President in 2006.
Additionally, Pinney worked at Transamerica Financial Advisors, Inc. as a Registered Principal from 1971 to 2016. R. Jan also held the position of General Manager at Transamerica from 1985 to 1997.
Throughout their career, Pinney has been dedicated to supporting professionals in the life insurance industry and helping them succeed in direct sales and marketing efforts.
R. Jan Pinney's education history includes a Bachelor's degree in Business from the University of Utah. Additionally, they obtained a CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) from The American College of Financial Services, with a field of study focused on Life Insurance.
Pinney Insurance Center, Inc
Pinney Insurance, the original digital BGA, is the premier provider of insurance and financial products for busy financial professionals. As a full-service BGA, we pair time-saving digital technology with industry best practices to help you streamline your workflow and sales funnel. From tools to tech to training, we help agents and agencies increase their product offerings and reduce time spent on paperwork. Evolve your practice using proven techniques, turn-key solutions, and automated processes to succeed. Dominate your market by targeting, tracking, converting, retaining, and replicating your best clients. Our tools & tech help you identify niche markets, nurture new leads, and turn one-time buyers into your brand advocates.