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Insurance Client Service Team

Gerry Wilson Bogart
Manager of Client Service and Underwriting

9 years with Cornerstone
21 years in industry

Gerry is responsible for underwriting negotiations and processing of life insurance. Her duties also overlap into the insurance client service area. She has earned her PA Agent Life/Accident/Health Insurance license and a FINRA Series 6 and 63 Registered Representative.
 


Rachel Lower, CLU
Senior Insurance Analyst

B.A. from Temple University
8 years with Cornerstone
10 years industry experience

Rachel manages the Insurance Client Service Team located in our Allentown office. She also monitors and reviews client’s insurance portfolios for their estate planning programs for appropriateness to their ever changing situations. She has earned her PA Agent Life/Accident/Health Insurance license, is a FINRA Series 6 and 63 Registered Representative and has obtained her Charted Life Underwriter (CLU) designation. She is currently pursuing her Chartered Financial Consultant (ChFC) designation.
 


Lisa Johnson
Client Service Administrator

7 years with Cornerstone
17 years of industry experience

Lisa’s role at Cornerstone primarily consists of administrative support and quality control functions within the Insurance Client Service Team. She is responsible for the processing of client premium checks, tracking performance of Variable Universal Life policies, managing client premium accounts and general administrative duties.
 


Salma Zaoudeh
Underwriting Assistant

BS University of Phoenix
1 year with Cornerstone
9 years of industry experience

Salma joined the Insurance Client Service Team in February of 2007 after spending the past eight years working as an insurance sales agent and service representative for a nationally recognized insurance carrier. She currently assists Cornerstone’s in-house insurance underwriter and also provides administrative support to the team. Salma holds her PA state life and health insurance license along with other non-resident insurance licenses. She is currently studying for the FINRA Series 6 and 63 Registered Representative exams.
 




Read our Insurance Planning Outline