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Patrick Ianni

Patrick Ianni

Patrick Ianni

Associate Director

Patrick Ianni is an accomplished Associate Director with 28 years of industry experience, based in Columbus IN. Throughout his career, Patrick has excelled at hiring, training, and developing representatives, transforming them into MDRT (Million Dollar Round Table) career producers. His leadership approach focuses on growth, accountability, and building high-performing teams that deliver exceptional results.
 
Outside of work, Patrick is deeply rooted in family values. He is a proud father of two boys, Jacob and Ethan, and a grandfather to Willow. Patrick and his wife, Christi, love to travel, enjoy live music, and explore great food. Passionate about spending time with family, Patrick also shares a love for sports—he and his family are avid fans of IU sports, the Indianapolis Colts, and the Cincinnati Reds.
 
Patrick brings the same energy and commitment to his personal life as he does to his professional career, creating meaningful connections and experiences wherever he goes.

Needs Analysis

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The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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