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Principals

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Ron Sussman
President & CEO

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Tricia Pilone
President – Insurance Services

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Anthony P. Giannone
Sales Manager – Life Brokerage

Your Back Office Team

Illustrations & ComparisonsCarrier & Product InformationIn-force Illustrations & Data

Jason Black
Product Specialist
x101

Illustrations & Comparisons
Carrier & Product Information
In-force Illustrations & Data
Advanced Sales SupportCustomized PresentationsPolicy Audits

Curtis Abbott
Analyst
x119

Advanced Sales Support
Customized Presentations
Policy Audits
New Business AssistanceField Underwriting

Kim Richardson
New Business Case Mgr
x111

New Business Assistance
Field Underwriting
Contracting & AppointmentsNew Business AssistancePolicy Service Changes

Sandy Giannini
New Business Case Mgr & Contracting
x106

Contracting & Appointments
New Business Assistance
Policy Service Changes
Contracting & AppointmentsPolicy ServiceAnnuity Applications

Kelly Pierron
Administrative Assistant & Annuity Case Mgr
x100

Contracting & Appointments
Policy Service
Annuity Applications
BrandAmbassador

Curtis

Brand
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