Location
1010 Haddonfield-Berlin Road,
Suite 407
Voorhees, NJ 08043
Anthony P. Giannone
• Sales Manager
• Ext: 115
• Contact Anthony for:
o New Producer Inquires
o Sales Assistance
o Case Architecture
Curtis Abbott
• Analyst
• Ext: 119
• Contact Curt for:
o Advanced Sales Support
o Customized Presentations
o Policy Audits
Jason Black
• Product Specialist
• Ext: 101
• Contact Jason for:
o Illustrations & Comparisons
o Carrier & Product Information
o In-force Illustrations & Data
Gayle Soper
• Comptroller
• Ext: 107
• Contact Gayle for:
o Compensation
o Commission Statements
Rachael DeFazio
• Senior Underwriter
• Ext: 113
• Contact Rachael for:
o Pro-Quote Field Underwriting
o Preliminary Applications
o Impaired Risk & Jumbo Cases
Sandy Giannini
• New Business Case Manager & Contracting
• Ext: 106
• Contact Sandy for:
o Contracting & Appointments
o New Business Assistance
o Policy Service Changes
Kim Richardson
• New Business Case Manager
• Ext: 111
• Contact Kim for:
o New Business Assistance
o Field Underwriting
Kelly Pierron
• Administrative Assistant & Annuity Case Manager
• Ext: 100
• Contact Kelly for:
o Contracting & Appointments
o Policy Service
o Annuity Applications
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.