Skip to content

Principals

View Bio

Ron Sussman
President & CEO

View Bio

Tricia Pilone
President – Insurance Services

View Bio

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
Pro-Quote Field UnderwritingPreliminary ApplicationsImpaired Risk & Jumbo Cases

Rachael DeFazio
Senior Underwriter
x113

Pro-Quote Field Underwriting
Preliminary Applications
Impaired Risk & Jumbo Cases
Contracting & AppointmentsPolicy ServiceAnnuity Applications

Kelly Pierron
Administrative Assistant & Annuity Case Mgr
x100

Contracting & Appointments
Policy Service
Annuity Applications
BrandAmbassador

Curtis

Brand
Ambassador