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Innovative Underwriters 1800 JFK Blvd, Suite 700 Philadelphia, PA 19103 Phone: 800.446.7872

Life Insurance and Annuities

Product Selection and Case Design

NAME TITLE CONTACT INFO
Mike Jackson East Coast External Wholesaler (215) 875-8626 Click here to email
 Mike Willis  West Coast External Wholesaler (215) 875-8676 Click here to email

Illustrations and Product Support

NAME TITLE CONTACT INFO
Greg Thomas West Coast Internal Wholesaler (215) 599-7409 Click here to e-mail
Melissa Auriemma East Coast Internal Wholesaler (215) 875-8655 Click here to e-mail
Jennifer Tocco East Coast Internal Wholesaler (215) 599-5490 Click here to e-mail
Angelina Sgrillo Internal Sales Support (215) 875-8778 Click here to e-mail

Contracting, Licensing & Commission Inquiries

NAME TITLE CONTACT INFO
Jane Hardy Licensing & Commission Specialist (215) 875-8605 Click here to e-mail
Mercedes Jacobi
 Licensing & Commission Specialist (215) 875-8654 Click here to e-mail

Life Underwriting, Case Discussion

NAME TITLE CONTACT INFO
Dawn Bonano Senior Underwriter (215) 875-8631 Click her to e-mail
Linda Lalande Informal Sr Case Manager (215) 875-8629 Click here to e-mail

Life Insurance and Annuity Case Management and Status

NAME TITLE CONTACT INFO



Lisa Wingerter Senior Relationship Case Manager (215) 875-8651 Click here to e-mail
Kim Rosenbaum New Business Case Manager (215) 875-8677 Click here to e-mail
Lauren Chappie New Business Senior Case Manager (215) 875-8685 Click here to e-mail
 Marquita Haley
 Policy Service Case Manager  (215) 875-8652 Click here to e-mail
Antoinette Lowery New Business Senior Case Manager (215) 875-8792 Click here to e-mail
Jody Calhoun New Business Case Manager (215) 875-8653 Click here to e-mail
Chanell Jones, NCCM New Business Case Manager (215) 875-8622 Click here to e-mail
Yara Komorowsky New Business Case Manager (215) 875-8610 Click here to e-mail
Gina Mitchell-Greiner, NCCM
 Relationship Manager (215) 875-8636 Click here to e-mail


Information Technology Department

NAME TITLE CONTACT INFO
Tony Foresta IT Technician (215) 875-8759  Click here to e-mail


Customer Service Department

NAME TITLE CONTACT INFO
POLICY SERVICE
 Operations Support (800) 446-7872 Click here to e-mail


Disability Income, Critical Illness

DI and CI Illustrations, Forms, Status and Case Discussion

NAME TITLE CONTACT INFO
Denise DeJoy Illustration Specialists

(888) 543-3634 ext 1

Click here to e-mail
Illustration Requests Illustration Requests Click here to e-mail
Lisa Pflieger Commissions and Licensing Manager, Source Brokerage (888) 543-3634 ext 3 Click here to e-mail
Christa Northrup Case Manager /Product Questions and Design 888-543-3634 ext 1 Click here to e-mail
Keith Pfleiger President/Case Design 888-543-3634. ext 4 Click here to e-mail


Long Term Care Insurance

LTCi – Products, Plan Design and Illustrations

NAME TITLE CONTACT INFO
Brittani Button LTCi Marketing Specialist, Hybrid and Linked Benefit Plans, Art Jetter & Co. (800) 228-0008 ext 1007 Click here to e-mail


Illustrations and Case Management Inquiries

NAME TITLE CONTACT INFO
Trenton Ptacek  LTCI  Case Manager (800) 228-0008 ext 1003 Click here to e-mail
Tony Frazer
 Short Term Care Specialist
 (800) 228-0008 ext 1032 Click here to e-mail


LTCi Underwriting

NAME TITLE CONTACT INFO
Shawn Whittington LTCi Chief Underwriter (800) 228-0008 ext 1042 Click here to e-mail


Life Settlements

NAME TITLE CONTACT INFO
Jamie Mendelsohn Managing Partner, Ashar Group, LLC (321) 441-1119 Click here to e-mail


Structured Settlements

NAME TITLE CONTACT INFO
Sage Settlements Sage Settlement Consulting Toll-Free: 866-670-9288 Click here to e-mail


Executive Department

NAME TITLE CONTACT INFO
Marianne Caswell, CLU, ChFC
 President (212) 919-1248 Click here to e-mail
Kim Wilcox, LUTCF Vice President of Operations (215) 875-8681 Click here to e-mail

Innovative logo

Innovative Underwriters, Inc. works with a variety of insurance carriers. Any product guarantees expressed in a carrier’s policy/contract are backed by the claims paying ability of the issuing carrier and/or its named subsidiary. Innovative Underwriters, Inc. is a wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. Innovative Underwriters, Inc is insurance licensed in AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY . This Internet site may provide links to other sites for your convenience in locating related information and services. Innovative Underwriters, The Guardian Life Insurance Company of America (Guardian) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Innovative Underwriters and Guardian cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore. Innovative Underwriters and Guardian do not recommend or endorse these organizations or their products or services in any way. Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You or your client should consult with your tax or legal advisor regarding your individual situation. Neither Guardian nor its subsidiaries issue Long Term Care Insurance. This Website Is Intended For Agent/Broker Use Only And Not For Use With The General Public.

Guardian logo

Disclaimer

GUARDIAN® is a registered trademark of The Guardian Life Insurance Company of America®
Carriers listed are independent of and unaffiliated with Guardian. 2023-150881 Exp. 2/25

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