Insurance Client Service Team
Gerry Wilson Bogart
Manager of Client Service and Underwriting
11 years with Cornerstone
24 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 holds 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
10 years with Cornerstone
13 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 holds 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
9 years with Cornerstone
20 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.
She holds her PA state life and health insurance license and is currently studying
for the Series 6 FINRA Registered Representative exam.
Salma Zaoudeh
Underwriting Assistant
BS University of Phoenix
3 years with Cornerstone
12 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.
Read our Insurance Planning Outline