R. Jan Pinney

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.