Wholesale Insurance Blog, News, and Stories
Our Mother’s Day campaign was a huge success! If you missed it, don’t worry: you can still browse our exclusive Mother’s Day content.
Read the official press release announcing the campaign: This Mother’s Day, WholesaleInsurance.net Asks “How Much is Your Mom Worth?”
{ 0 comments }
The Life Insurance Process – Video by www.wholesaleinsurance.net
{ 0 comments }
Today marks the start of a movement, the Roth IRA Movement to be exact. Created by Jeff Rose, the movement seeks to educate people (in particular young adults) about the benefits of saving for retirement early and taking advantage of financial tools, such as the Roth IRA.
Rose, a certified financial planner and CEO of Alliance Wealth Management, recently visited his alma mater to speak with soon-to-be college graduates about financial planning.
Standing before a crowd of over 50 attendees, he asked if they had ever heard of a Roth IRA. Not a single person raised his hand.
“I was absolutely blown away,” Rose explained. “I’ve spoken to college students before and asked this same question, and each time a few people have come forward.”
He immediately headed to his Twitter page to voice his frustration: “What’s wrong with this picture? I polled 50 soon to be graduating college seniors if they knew what a Roth IRA was. The result: ZERO.” - Wholesaleinsurance.net Joins Jeff Rose’s Roth IRA Movement
What is a Roth IRA?
You can do what I did and visit www.irs.gov where you will find the explanation: “A Roth IRA is an IRA that, except as explained below, is subject to the rules that apply to a traditional IRA.” This was followed by a bullet list that was just as unhelpful.
Roth IRAs differ from traditional IRAs in that you pay taxes on your contributions NOW, instead of later in life when you withdraw funds, and you can continue contributing past the age of 70.
Why is this beneficial?
It is assumed that, as a young adult, you are probably just starting out in life, starting your career, and not bringing in that hefty paycheck (just yet). Therefore, you’re in a lower tax-bracket. The taxes you pay on your contributions today will be a lot lower than the taxes you’ll pay when you’re older and possibly in a higher tax-bracket.
Invest now. Pay lower taxes now.
Pay less taxes on your retirement contributions = more of an investment in your pocket.
Let’s spread the word!
Join the movement and join this list of bloggers: http://www.rothira.com/roth-ira-movement-bloggers
Learn more about the Roth IRA movement
{ 0 comments }
Wholesale Insurance is now on Pinterest!
“Pinterest lets you organize and share all the beautiful things you find on the web. People use pinboards to plan their weddings, decorate their homes, and organize their favorite recipes.”
So far we have boards on Family, DIY Projects, Inspirational Quotes, and Health and Fitness… and we’re not done yet!
Check out a pin we came across today:
Source: Uploaded by user via Amanda on Pinterest
My most FAVORITE picture I have taken and will ever take during my life. This is 40 years of love…and the last picture I took of my parents together before my mom unexpectedly passed away 6 months later. – Amanda Mazey
Don’t be shy… follow our pins here:
{ 0 comments }
Congratulations to Jon Pinney, Nicole Ward, and Ryan Pinney on your recent vice president promotions.
Jon Pinney VP, Direct Sales
Nicole Ward VP, Business Development
Ryan Pinney VP, Brokerage Sales
http://pinneyinsurance.com
https://www.facebook.com/PinneyInsurance
https://www.facebook.com/wholesaleinsurance
{ 0 comments }
December 22, 2011
To: Wholesale Insurance Management;
I suspect when a company receives correspondence from a customer or prospective customer it is often to highlight a complaint with the services or products your company provides.
I’m pleased to let you know that this letter to you is exactly the opposite.
I recently had the pleasure of working with your Insurance Advisor Justin Mack and cannot recall a better customer service experience.
Justin worked with me to understand the somewhat unique requirements I had in establishing a life insurance policy. He listened to my needs, quickly guiding me through the options available with the pro’s and con’s of each and selecting the best provider option.
He then helped me through the application process of the selected provider. Due to an incompatibility between my computer’s internet browser and the provider’s system, he initiated multiple calls to the service provider and follow up with me as appropriate until we were able to identify and work through the incompatibility and complete the application process.
In my opinion, he went well beyond the level of service and support I would have expected.
There is a term I’ve used with my employees to capture what I saw in Justin. He was focused on “delighting the customer”, me.
I believe you have a valued member of your team in Justin. If he is representative of your entire team, you clearly have a winning team.
Sincerest regards,
George A.
{ 0 comments }
Jan Pinney, CEO and President of Pinney Insurance Center, Inc. and Wholesaleinsurance.net was featured in the November/ December issue of Perspectives Magazine. Perspectives is the premier publication of NAILBA, exploring the issues affecting wholesale brokerage agencies.
The article, “Break into the Big Leagues With an Unbeatable Coach,” focused on the importance of professional coaches:
Read the full article here:We all know that behind every Olympic gold medalist, star quarterback and Wimbledon champion, stands a strong, skillful and inspiring coach. But did you know the same goes for many of the most victorious BGA principals, as well?
“Think of how world class athletes use coaches to improve their performance,” points out R. Jan Pinney, CEO, President and Registered Principal of Pinney Insurance Center, Inc. “If they see value in coaching, shouldn’t we? “Think of how world class athletes use coaches to improve their performance,” points out R. Jan Pinney, CEO, President and Registered Principal of Pinney Insurance Center, Inc. “If they see value in coaching, shouldn’t we?
Pinney Insurance Center, based in Roseville, California, is a leading provider of products, tools and services that focus on the life insurance and financial services markets. Pinney Insurance through their Pinney Platform Solutions models offer financial professional’s results orientated tools and services that bridge the gaps keeping organizations and individuals from effectively and efficiently offering insurance products.
WholesaleInsurance.net, a national division of Pinney Insurance Center, Inc. is located in Roseville, CA. In business since 1972, our years of experience will help you secure the best life insurance policy with the most affordable life insurance rates. At WholesaleInsurance.net, we make sure you get the best rates from all of the best companies.
Perspectives reaches the principals from 90 percent of the nation’s leading brokerage agencies and marketing organizations plus the key decision makers from providers of life insurance, annuities, health insurance, impaired risk, LTCI, life settlement, and reinsurance; and leaders of today’s top technology companies.
{ 0 comments }
{ 0 comments }
Wholesale Insurance employee and Roseville CA resident, Tracy Hamann, participated in Nike Women’s Half Marathon
WHEN: October 2011
WHERE: Wholesale Insurance
Contact: Angela Rosas
Office: (800)823-4852
Rosville, CA- Wholesale Insurance employee Tracy Hamann (Meier), of Roseville, participated in the eighth Nike Women’s Marathon in San Francisco, CA on October 16, 2011.
Every year over 10,000 women through the streets of San Francisco raising funds and awareness for the Leukemia & Lymphoma Society and this year, Wholesaleinsurance.net Executive Coordinator Tracy Hamann was among them!
“I wanted to prove to myself that I could finish a half marathon,” said Hamann about her motivation for running in her first marathon. “Also, a good friend of mine is a leukemia survivor at age 25.”
The Nike Women’s Marathon is 10,000 daughters, sisters, mothers and friends saying NO to excuses and saying YES to challenge and running for a purpose.
“10,000 runners is a big number. Cancer is a big disease. And big things happen when women from all over the world get together. Nike’s partnership with LLS has generated more than $118 million to help cure cancer to date, and Nike will donate all event proceeds from registered runners to LLS. That’s 10,000 women running to be a part of something bigger: fighting cancer.” - http://inside.nike.com/blogs
Tracy Hamann, 2011 Nike Women's Half Marathon
Wholesale Insurance, 2011 Nike Women's Half Marathon
“I trained, but not as much as I should have because of wedding planning,” said Hamann, who was recently married. “I finished with a much slower average minute-per-mile than I have ever done and my body was really angry with me afterward.”
“But it was a really fun learning experience and I can’t wait to start training for my next one to improve my time- hopefully one with less hills this time!”
About Wholesale Insurance:
Wholesale Insurance, a national division of Pinney Insurance Center Inc, is located in Roseville, CA. In business since 1972, our years of experience will help you secure the best life insurance policy with the most affordable life insurance rates. At Wholesale Insurance, we make sure you get the best rates from all of the best companies.
Wholesale Insurance: http://www.wholesaleinsurance.net
Nike Women’s Marathon: http://inside.nike.com
###
{ 1 comment }
{ 0 comments }