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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
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Illustrations & Comparisons
Carrier & Product Information
In-force Illustrations & Data
Contracting & AppointmentsPolicy ServiceAnnuity Applications

Kelly Pierron
Administrative Assistant & Annuity Case Mgr
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Contracting & Appointments
Policy Service
Annuity Applications
New Business OperationsLicensed BrokerField Underwriting

Kim Richardson
New Business Operations Mgr
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New Business Operations
Licensed Broker
Field Underwriting
Contracting & AppointmentsNew Business AssistancePolicy Service Changes

Sandy Giannini
New Business Case Mgr & Contracting
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Contracting & Appointments
New Business Assistance
Policy Service Changes
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