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
Jason Black
Product Specialist
x101
Illustrations & Comparisons
Carrier & Product Information
In-force Illustrations & Data
Carrier & Product Information
In-force Illustrations & Data
Curtis Abbott
Analyst
x119
Advanced Sales Support
Customized Presentations
Policy Audits
Customized Presentations
Policy Audits
Kim Richardson
New Business Case Mgr
x111
New Business Assistance
Field Underwriting
Field Underwriting
Sandy Giannini
New Business Case Mgr & Contracting
x106
Contracting & Appointments
New Business Assistance
Policy Service Changes
New Business Assistance
Policy Service Changes
Rachael DeFazio
Senior Underwriter
x113
Pro-Quote Field Underwriting
Preliminary Applications
Impaired Risk & Jumbo Cases
Preliminary Applications
Impaired Risk & Jumbo Cases
Kelly Pierron
Administrative Assistant & Annuity Case Mgr
x100
Contracting & Appointments
Policy Service
Annuity Applications
Policy Service
Annuity Applications
Curtis
Brand
Ambassador
Ambassador