Principals

Ron Sussman

President/CEO

Ron has over 37 years’ experience in the life insurance business, specializing in product design, product development, and client advocacy.

Ron’s dedication to successful outcomes is evidenced by his current engagement as an expert witness on behalf of those affected by life insurers who have increased Cost of Insurance rates for older policyholders and, most recently, working with some of the industry’s top carriers, Ron has been leading the charge to promote the use of stochastic probability analysis for Indexed and Variable Life products.

Through our offshore entity, International Advisory Services, Ron provides product advice and management services to some of the nation’s most iconic families, utilizing private placement life and annuity products for asset protection and estate planning.

Ron is a regular contributor to Insurance News Net magazine, with articles that encourage industry participants to think like client advocates when selling and managing life insurance products. He is the author of the Large Case Design Memorandum, a widely-read newsletter among successful financial services professionals and advisors, and he has appeared on CNNFn as an expert on the topic of Life Settlements.

Ron’s advocacy for clients is most readily evident at PolicyAudits.com, a CPI company dedicated to providing fiduciary level audits for policy owners such as trusts, trust companies, law firms, and financial advisory firms.

Ron holds series 7,65, 63 and 24 securities licenses and is licensed to sell life insurance, health insurance, LTC insurance and variable life and annuity products, and life settlements in multiple states.

Tricia Pilone

President – Insurance Services

Patricia “Tricia” Pilone, is a founding partner of CPI Companies. As the President of Insurance Services and Partner in Charge of operations, Tricia leads the firm’s efforts to grow and improve in an ever changing and highly regulated financial services environment.

In addition to her position at CPI, Tricia is also a board member of Capital Bank of New Jersey, a standout performer in New Jersey community banking with a Bauer’s Financial five-star rating.

Tricia’s attention to detail and creativity are evident in all of CPI’s underwriting and marketing operations. Tricia is responsible for the unconventional yet highly successful approach that defines our company’s culture.

Tricia’s personal clients are some of the world’s wealthiest families. As a partner in International Advisory Services (IAS), Tricia consults on offshore private placement life insurance as well as unique domestic product solutions for citizens of the world.

Tricia holds series 6 and 65 securities licenses.

Gary DeVicci

MSFS, CFP® & AEP

Successful business owners and professionals have relied on Gary’s expertise for their financial, estate and business planning for three decades. Gary has earned a Master of Science degree in Financial Services from the American College and holds designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP).

Gary has authored numerous articles, taught classes in investing, financial planning and conducted continuing education courses for financial planners, attorneys and accountants. He has been a requested speaker for various accounting, legal and financial services forums.

Gary heads CPI’s planning team, which is responsible for the design of strategies for the business, estate and retirement plans of high net worth clients. In addition, Gary’s team manages the suitability elements of their PolicyAudits.com services.

Gary is a past President of the Society of Financial Service Professionals, The American Heart Association and The Brady Kohn Foundation. He is also a current member of the Estate Planning Councils of Philadelphia and Southern New Jersey, the Construction Financial Management Association and the Southern New Jersey Development Council.

Gary holds licenses as a Registered Securities Principal, Municipal Securities Principal and Financial Operations Principal.

Curtis Abbott

Senior Design Analyst

Since 1995, Curt has developed design and presentation tools that have successfully helped Financial Advisors implement complex life insurance planning solutions for their high-net-worth clients. Some examples include (but are certainly not limited to):


• Intra-family loans and sales
• Charitable Lead Annuity Trusts (CLAT)
• Charitable Remainder Trusts (CRAT/CRUT)
• Qualified Plan and Annuity Tax Trap Relief
• Executive Retention Planning
• Buy/Sell Planning


In addition, he and his team have the tools and resources to provide in-depth pricing and financial analysis of virtually any life insurance product and carrier in the market. Life Insurance is a valuable and often misunderstood financial tool.

Please feel welcome to contact Curt for more information.

Anthony P. Giannone

Sales Manager – Life Brokerage

Anthony attended the School of Business, at Rutgers University, where he majored in finance. He joined CPI Companies in May 2008, as an intern. Since then, he’s held multiple sales and marketing positions. His commitment and value to CPI was recognized in January 2016, when the founding partners rewarded Anthony with partnership into the company. With over 15 years of sales experience he focuses on growing the firm by building relationships, and providing top level support to the many successful Financial Advisors, who rely on Anthony to help them navigate the life brokerage marketplace. His expertise lies in the ability to discuss a client’s situation and recommend suitable, honest, and intelligent solutions.

Anthony’s newest venture is building the awareness of PolicyAudits.com. A new division founded by the partners of CPI Companies with the goal to lessen the disconnect between policy owners and insurance carriers.

 

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. CPI Companies is not affiliated with The Leaders Group, Inc.