Ronald Sussman, President/CEO, is the founder of CPI Companies. Ron attended Temple University where he majored in marketing. With over 24 years experience in risk management analysis, specializing in product design and development, he is responsible for the design and implementation of several software applications for the administration and illustration of life insurance products and underwriting.
 
Ron is responsible for the initial design of the Global Insurance Funding Transaction (G.I.F.T.) and its continuing development and marketing. Ron focuses on the technical and tactical aspects of the program and is the primary contact with clients and advisors.

Ron is the author of the Large Case Design Memorandum, a widely read newsletter among successful financial services professionals and advisors.

Ron has appeared on CNNFn as an expert on the topic of Lifetime Settlements, and has appeared in a feature article in the Philadelphia Business Journal entitled "CPI manages the big picture".

Ron holds series 7, 65 and 63 securities licenses as well as a series 24 Registered Securities Principle license.

Successful business owners and professionals have relied on Gary’s expertise for their financial, estate and business planning for three decades.  Gary has earned a Master of Science degree in Financial Services from the American College and holds designations as a Certified Financial Planner, Chartered Financial Consultant and Accredited Estate Planner.

He has authored numerous articles, taught classes in investing, financial planning and conducted continuing education courses for financial planners, attorneys and accountants.

Gary heads CPI’s planning team, which is responsible for the design and implementation of investment strategies, business and estate plans for CPI’s high net worth clients.  In addition, he provides planning advice and works jointly with CPI’s affiliated financial service producers nationwide.

Gary is a member of the Estate Planning Council of Southern NJ, The Financial Planning Association, Association for Advanced Life Underwriting and is a Past President of the Society of Financial Service Professionals/SJ Chapter and The Brady Kohn Foundation.

Gary holds multiple securities licenses (series 1,7,63,65,24,27) including those for Investment Advisory Services, as a Registered Securities Principal and Financial Operations Principal.

Tricia (Pip), a Principal of the CPI Companies and President of Insurance Services, is responsible for the management of all life insurance related services. Tricia’s main areas of expertise are medical underwriting, negotiation of risk and product pricing. Tricia is the partner in charge of our insurance company relationships.

Tricia’s vast experience with medical issues, physician relationships, and client medical issues make her an invaluable asset when representing our clients to insurance carriers. Tricia and her team of underwriters make sure that every client receives the best possible offer by providing carriers the most in-depth analysis of each client’s medical history.

In addition, Tricia is responsible for spearheading CPI’s marketing initiatives. Tricia’s efforts have resulted in groundbreaking media campaigns and successful long term marketing strategies that benefit CPI Companies and its affiliates nationwide.

Tricia holds licenses for Life, Health, and Casualty insurance, as well as Investment Company Transactions and Investment Advisory Services.