Pitt’s Insurance Place
James Pittenger, CLU, LUTCF
520-234-5164
5323 E Desert Spoon Dr
Sierra Vista, AZ 85650
5323 E Desert Spoon Dr
Sierra Vista, AZ
85650
WHO AM I?
Life Insurance Agent in AZ, NM and TX
Over 38 years ago, I began my experience as a life insurance agent. From Kansas City, MO to Sierra Vista, AZ, my career has given me many opportunities to work with different product lines and different companies. The education from working with various companies and different locations has allowed me to grow as a Professional Insurance Agent and successfully provide for my family. I currently work in AZ, NM, and TX. Helping people solve challenges and solve problems has been the most rewarding part of my career.
My Beginning
When you ask someone how it all started, you usually get a vague answer or “I’m not really sure”. Not me, I know exactly how it happened…
My first real job, or career, was a tractor mechanic for International Harvester. The business eventually closed, and I decided to try something new.
The summer of 1985 found me working for a General Contractor in Manhattan, KS. He took a chance hiring me because I had no home construction experience or any of the necessary tools. I was 24 years old and not sure what my path in life would be, but I was willing to work hard.
One afternoon Mr. Blecha came to me and said I would be having lunch with a friend of his tomorrow. I questioned who, and what for? He informed me his friend was an insurance agent and looking for new hires. Like any guy, from a little town, with little dreams, I informed him I would be doing no such thing. At that time in my life, insurance agents ranked right up there with car salesmen and that just wasn’t in my future.
Mr. Blecha was a good man who had taken the time to get to know me that summer. He saw something in me that I didn’t see in myself. His response to my undignified “No Way”, was the following: “Now you listen to me, someday you’ll be great at something, but your path isn’t here. You need to be making money with your mouth, not your back!”
I met with that insurance agent and 2 weeks later I was at a training school in Dallas, TX. And so the journey began… over 38 years ago.
Experience
As a young Life Insurance Agent, I found working with seniors to be very rewarding and I excelled. Eventually I wanted to work more in the Financial Planning side of the business and New York Life Ins. Co. (NYL) allowed me to learn more about that insurance area and gave me the opportunity. The education was fantastic, and I was blessed to be working with established and very knowledgeable agents.
While elk hunting in Colorado, I met a Senior Vice-President within NYL who became a great contact and my friend. That chance meeting led me to becoming a Sales Manager with Prudential Ins. Co. of America when he also went to Prudential to become the President of Prudential. I spent several years there and was blessed to work with top-notch managers. I learned a great deal during that time and didn’t always make the right decisions in those days, but it all ended up educating me for my future in this business.
Eventually I worked the “Management” and “Total Planning” bug out of my system, and ended up doing what I loved most, working with seniors. This led me right back where I started, with Old American Ins. Co., owned by Kansas City Life Ins. Co., providing me with a full slate of products for most every need.
Here and Now
I’ve managed to stay busy with many outside projects and hobbies, always working with my hands in my spare time. My projects range from building cars, like my ‘48’ Willys Jeep, riding motorcycles with my wife, building outdoor projects, collecting old Harley-Davidson motorcycles, designing our backyard landscape, to welding various items. I love music and going to concerts, I love to shoot a little pool when my time allows, I have been fortunate and am able to enjoy the outdoors; whether I’m hunting, hiking, camping, or 4-wheeling. I even enjoy the occasional adrenaline rush of a zip-line or repelling down from a tall structure, all this rounds out my time off. I feel a person needs something outside of work to keep from getting burned out.
Between all of that and my insane Insurance Agent schedule, I still manage to spend time traveling with my beautiful wife. Our 4 children are all grown up, some married, and all are living their best lives. The grandkids complete this crazy life for me, I’m even smiling as I think about them.
Get In Touch
If you’ve read all my Bio and you’ve taken the time to look at the pages/pictures of my website, you should have a pretty good idea of who I am. I’ve poured myself into these pages so that you can have a better “picture” of who I am.
Now let’s meet so we can share some stories and I can help you solve your insurance related problems and issues.
Thankx for taking the time to read through this, enjoy the rest of my website……………..Jim
CE: Continuing Education Courses
Introduction to Ethics
Business Succession Planning
Irrevocable Life Insurance Trusts
PRU Retirement Planning for Bus Owners
Estate Planning in a Changing World
Planned Giving and TRA of 2001
Simplified Estate Planning
Special Assets in Estate Planning
Charitable Giving
Life Insurance vs. Savings & Investments
Selective Compensation
Preparing for Underwriting
Disability Income
Ethics in Life Insurance
*The above courses were 1 to 6 hours each
Major Insurance Education Credentials & Courses
CLU – Chartered Life Underwriter
LUTCF – Life Underwriter Training Council Fellow
Diploma in Life Insurance Marketing
Completed: The Personal Insurance Course
The Business Insurance Course
The Advanced Sales Course
Completed/Passed the following American College courses:
HS 318: Insurance & Financial Planning
HS 320: Fundamentals of Financial Planning
HS 323: Individual Life Insurance
HS 324: Life Insurance Law
HS325: Group Benefits
HS326: Planning For Retirement Needs
HS330: Fundamentals of Estate Planning: Wills & Trusts
HS331: Planning for Business Owners & Professionals
AMTC Graduate: Agency Management Training Course
Purdue University: Ins. Marketing Institute
CE: Continuing Education Courses
Basics of Advanced Markets
Living Trusts & Life Ins. Sales
NYL Estate Planning
Building Blocks in Estate Planning
Annuities
Insurance for Closely Held Corporations
Funding College Education
Charitable Gift Planning
Ethics, Professionalism and E&O
NYL Advanced Sales
Section 125 Cafeteria Plans
Sophisticated Gift Planning
Medical Savings Accounts
PRU Long Term Care
*The above courses were 1 to 6 hours each
Major Industry Awards
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Past: Million Dollar Round Table Member
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Past: Top Of The Table Member
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Past Recipient: National Quality Award
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Past Recipient: Nat Sales Achievement Award
*The above industry awards are made annually, and I did not list the number of times or the years I qualified for these awards.
*I have documentation to confirm all the Industry Designations, Awards and positions served in each Organization. I can provide any specific documentation upon request.
Organizations / Affiliations
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Past President: Flint Hills Life Underwriters
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Past President: Wamego Lions Club
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Past President: Footbowler Unit
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Past President: YOSHI Club
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Past Director: Thunder Mountain HOG
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Past Director: Bisbee Pool League
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Past Marketing Director: AZ State HOG Rally
*I did not list the number of times I was President or Director or the years I served in that position, nor did I list all the underlying offices I held in each of these organizations.
Old American Insurance Company Recognition
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Diamond DSA Winner
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Distinguished Sales Award
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Agent Quality Award Winner
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Field Force Honorary Council
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President’s Club Qualifier
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Soaring Eagle Fast Start Award
*These are annual and change each year
Additional Insurance Company Recognition
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NYL – G.O. New Associate of the Year
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NYL – Executive Council
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NYL – Career Council
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FLA – Championship Award
*I no longer represent these Companies
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