Lorie LePera

Insurance & Investment Administrator

Phone: 609.645.3900
Fax: 609.646.4642

Since 1993, Lorie has worked closely with Bob Bush, president of Atlantic Pension Planning Corp., assisting him with individual Investments and Insurance services.  Lorie holds the State of New Jersey Department of Banking and Insurance Life Producer Licensure.

Lorie’s main focus is to assist Bob with the sales process by working directly with carriers to prepare quotes and presentations which would best benefit the client.  She also provides the same service for our outside Life Insurance Sales Brokers.  Further, she is responsible for navigating the underwriting process and completing account documentation for all Individual lines of business, including Life, Disability, and Long Term Care Insurance.  

In addition to assisting the Sales Team, our valued clients should contact Lorie when you require service with your existing policy and investment account needs.

Our Insurance Sales Brokers should contact her to obtain illustration quotes for the Life, Disability and Long Term Care Insurance.