ROSEVILLE, Calif.--()--Pinney Insurance Center, Inc., a national brokerage general agency and leading provider of insurance and other financial planning services, signed an agreement with The WealthCounsel® Companies, a nationwide organization for attorneys and wealth planning professionals.
“This agreement highlights the importance of insurance, financial, legal and accounting professionals working together when addressing the estate planning needs of clients”
As part of the agreement, Pinney Insurance will encourage its agents to become active members of The Advisors Forum – a division of The WealthCounsel Companies. The objective of The Advisors Forum relationship is to help agents gain the confidence of attorneys and optimize the collaboration when serving the needs of estate planning clients.
“This agreement highlights the importance of insurance, financial, legal and accounting professionals working together when addressing the estate planning needs of clients,” said Ryan Pinney, Vice President of Sales & Marketing for Pinney Insurance. “We are very excited to align with the planning professionals at WealthCounsel.”
As members of The Advisors Forum, Pinney’s insurance and financial advisors will have access to the Certified Collaborative Advisor (CCA™) designation, as well as tools designed to help bridge the relationship gap with attorneys and CPAs.
“Our relationship will not only help Pinney agents form more productive relationships with interdisciplinary professionals, but it will also help WealthCounsel attorneys serve clients more effectively by ensuring that all members of the client’s team of advisors are committed to client-centered planning solutions,” said WealthCounsel’s Chief Executive Officer Matthew T. McClintock, J.D.
The WealthCounsel Companies equip professionals to improve clients’ lives through proper planning. Established in 1997 and celebrating its 15th anniversary this year, WealthCounsel® is a membership-based organization of thousands of estate and business planning attorneys located in all 50 states. WealthCounsel shares ownership in ElderCounsel, and is the publisher of the WealthDocx® Trust and Estate Planning Software system, the nation’s leading automated drafting system for trust and estate attorneys.
About Pinney Insurance
Headquartered in Roseville, Calif., Pinney Insurance Center, Inc. (www.PinneyInsurance.com) is a national brokerage general agency providing insurance, investment, and financial planning advice. With offices across the country and thousands of contracted agents, Pinney’s goal is to provide agents and brokers with the best possible insurance and financial product solutions from the nation's top providers.