Ronald Sussman Email and Phone Number
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Ron Sussman, CEO, created CPI Companies in 1991. Ron began his career in life brokerage in 1980 and is a nationally recognized expert in risk management analysis, product design and development, and life insurance planning strategies. Working closely with clients and their advisors, Ron engineers tailor-made strategies designed to assist clients with suitable recommendations that mitigate tax exposure and risk, and enhance results. Ron's clients include some of the country’s most affluent families and businesses. Through CPI's specialized Accountant's Edge program, Ron works closely with accounting firms, helping them create and grow their financial services business, with a special focus on wealth transfer, retirement income solutions, and corporate benefits. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor.”Third party posts do not reflect the views of The Leaders Group, LLC. and any links to third party sites are believed to be reliable but have not been independently reviewed by The Leaders Group, Inc. Please be advised that I am registered in Arizona, Washington DC, Florida, Minnesota, New Jersey, New York, Pennsylvania and Texas
Cpi Companies
View- Website:
- cpicompanies.com
- Employees:
- 13
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PartnerPlanned Giving Alliance, Llc Jan 2020 - PresentVoorhees Township, New Jersey, United StatesBuilding better endowments
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CeoCpi Companies Jan 1991 - PresentVorhees New JerseyCEO/Founder CPI Companies, PolicyAudits.com, and International Advisory Services, LLC
Ronald Sussman Skills
Ronald Sussman Education Details
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Marketing
Frequently Asked Questions about Ronald Sussman
What company does Ronald Sussman work for?
Ronald Sussman works for Cpi Companies
What is Ronald Sussman's role at the current company?
Ronald Sussman's current role is I provide expert wholesale and direct-to-client services for leading insurance agents and accountants nationwide, with a particular focus on retirement planning, estate planning, and corporate benefits..
What is Ronald Sussman's email address?
Ronald Sussman's email address is ro****@****les.com
What is Ronald Sussman's direct phone number?
Ronald Sussman's direct phone number is +185687*****
What schools did Ronald Sussman attend?
Ronald Sussman attended Temple University, Arcadia University.
What skills is Ronald Sussman known for?
Ronald Sussman has skills like Life Insurance, Life Insurance Policy Audits, Management, Private Placement Life Insurance And Disablity, Estate And Business Planning, Fixed Annuities, Financial Advisory, Employee Benefits, Insurance, Cross Border Pensions.
Who are Ronald Sussman's colleagues?
Ronald Sussman's colleagues are Tricia Pilone, Gail Boycks, Jason Black, Gayle Soper.
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