Contact Us

 
Berson-Sokol Agency, Inc.
23500 Mercantile Rd, Suite C
Cleveland, Ohio 44122
Phone: (216) 464-1542
Toll-Free: (800) 543-6000
FAX (216) 464-6522

 

Name Email Ext.
Executive Team
Craig B. Berson, LUTC President craig@berson-sokol.com 105
Gina M. Aune, Executive Assistant gina@berson-sokol.com 107
Deborah Armstrong, Office Manager deborah@berson-sokol.com 125
 
Underwriting by Client's Last Name:
Charolett Marshall, FLMI, ACS, AIAA (A-G) charolett@berson-sokol.com 103
Bridget Dalton (H-O) bridget@berson-sokol.com 136
Nancy Streng (P-Z) nancys@berson-sokol.com 117
 
Licensing by Broker's last name:
Charolett Marshall, FLMI, ACS, AIAA (A-G) charolett@berson-sokol.com 103
Bridget Dalton (H-O) bridget@berson-sokol.com 136
Nancy Streng (P-Z) nancys@berson-sokol.com 117
 
Commissions:
Gail Marvaldi gail@berson-sokol.com 115
 
Policy Delivery/Service & Paid to Dates/Supplies:
MaryAnn Sansom (A-L) mary@berson-sokol.com 101
Donna Budnar (M-Z) donna@berson-sokol.com  
 
Advanced Case Design/Consultation/Policy Audit Reviews:
Jo Rini jo@berson-sokol.com 104
Craig B. Berson, LUTC craig@berson-sokol.com 105
 
Annuity Information:
Bennett Aster, LUTCF bennett@berson-sokol.com 108
Nancy Lower, LTCP nancy@berson-sokol.com 132
Deb Marino debm@berson-sokol.com 110
Mark Horvath, LTCP mark@berson-sokol.com 120
Lynn Poplstein lynn@berson-sokol.com 122
 
Marketing/Illustrations/Proposal Requests:
Jo Rini jo@berson-sokol.com 104
Craig Berson, LUTC craig@berson-sokol.com 105
Nancy Lower, LTCP nancy@berson-sokol.com 132
Mark Horvath, LTCP mark@berson-sokol.com 120
Deb Marino debm@berson-sokol.com 110
Lynn Poplstein lynn@berson-sokol.com 122
 
Substandard Risks:
Jo Rini jo@berson-sokol.com 106
 
Long Term Care:
David Seiger, ESQ. J.D., LTCP david@berson-sokol.com 121
Marie Graf, CLTC marie@berson-sokol.com 112
Gayle A. Lutch, RN, CLTC gayle@berson-sokol.com  
 
Life Settlements:
Craig Berson craig@berson-sokol.com 105