SAN RAMON , CA, DECEMBER 1, 2008 — CCI Financial and Insurance Services
announces the appointment of Jo Ann Shane as Employee Benefits, Vice President of
Sales.

Shane’s personal approach to client relations fits hand-in-hand with CCI’s imperative to
offer more than solid products and services, but to constantly seek new ways to deliver
services and value that are above and beyond the expectations of the clients we serve.

Her global understanding of market needs, her innovative style and her “client first”
philosophy make her the ideal candidate for stepping into this role. Shane has
successfully operated Shane & Associates, a privately held insurance brokerage firm
specializing in benefits for individuals and small businesses. She understands that
employees are a business’ greatest asset and that offering employees benefits that meet
their needs leads to employee retention; contributing to the success of business. With
over 25 years of expertise, her prior experiences include positions with Cbiz where she
led the charge in developing services to mid market businesses, doubling overall sales in
less than five years and Lincoln National, where she served as Vice President of Regional
Sales, consistently ranking #1 in sales and dubbed resident expert in Davis Bacon Plan
design and sales.

ABOUT CCI
Since its inception in 1969 as a property & casualty insurance brokerage, CCI Financial
& Insurance Services has grown into one of the largest independent insurance brokerage
consulting firms in the San Francisco Bay area. As a top-rated independent broker with
access to more than 100 insurance companies, CCI offers customized, cost-effective, and
integrated plans and programs, backed and supported by experienced insurance
specialists and professionals and fully-automated servicing capabilities.

CCI’s latest offering, SingleSource, is their most comprehensive suite of services to date.
Completing their established portfolio of financial and insurance products, SingleSource
provides a fully integrated platform of products and services specifically aligned to match
all critical business needs, including automated payroll, human resources, employee and
executive and employee benefits, and retirement planning services.

Headquartered in San Ramon, California, CCI serves more than 4,500 individual and
business clients across a wide range of industries including construction, real estate and
property management, healthcare, manufacturing, wholesale/retail, technology, and
services. Additional information is available at CCIFIS.com.