Our Team
The Crash Proof Retirement® team is built on a foundation of advocacy, transparency, and decades of financial expertise. We’re not just advisors – we’re retirement phase educators and your consumer advocates in protecting your nest egg. Each member and department is committed to one mission: helping you make it to-and-through retirement. And we’re here to guide you every step of the way.
Executive Team
Our late Founder Phil Cannella, along with his bride and long time business partner Joann Small-Cannella, took great care over the years, even before falling ill, to ensure that the safeguards, protections, philosophies, and core values that have always been the foundation of Crash Proof Retirement® will live on and that the unparalleled consumer protection provided by The Exclusive Crash Proof Retirement® System will continue to grow and thrive into the future. Phil’s legacy lives on through our executive team led by Joann Small-Cannella and CEO Traci Stillman, as well as our team of consumer advocates at Crash Proof Retirement® – all of whom share the same foundational values that made Phil the financial gladiator he was. Learn more about them below.
Financial Analysts
At Crash Proof Retirement®, our case design team is led by our financial analysts who orchestrate the most consumer driven vehicles in the financial life insurance industry into a customized Crash Proof Retirement® System, always in alignment with your needs and goals. As salaried employees, not commission-based, their only incentive is to put your interests first. Using information gathered by your retirement phase educator, our case design team constructs every system with precision and care, so you can be confident your Crash Proof Retirement® System is built solely for your financial security.
Retirement Phase Educators
Crash Proof Retirement® doesn’t employ sales-driven financial advisors, rather, licensed independent retirement phase educators. Their role isn’t to sell, but to empower you with education on the safe alternatives to Wall Street that we use, so you can make informed decisions about your future.
Through our one-of-a-kind 3-step educational process, they’ll capture a snapshot of your goals and concerns, present it to our case design team, and walk you through exactly how the Crash Proof Retirement® System works. Our retirement phase educators will answer any questions that you have and spend as much time as you need to ensure you fully understand how our system works before moving forward.
Meet our Licensed Independent Retirement Phase Educators:
Departments
Scheduling
As the first point of contact, our Scheduling Department is here to guide you throughout your time as a Crash Proof® Consumer, always greeting you with a warm smile. They make every interaction feel welcoming while ensuring your needs are handled with care and attention. Working closely with every department, they coordinate the logistics that keep your experience seamless.
Processing
As your advocate behind-the-scenes, our Processing Department makes sure your paperwork is submitted, received, reviewed, and processed by the insurance companies without unnecessary delays. The team meticulously reviews every application for accuracy, completeness, and compliance and tracks progress through every stage of the pipeline, so you can be confident your Crash Proof Retirement® System is always moving forward.
Client Services
As the caretakers of every Crash Proof Retirement® System, Client Services ensures that your system is always up-to-date and prepares review summaries that succinctly convey system performance. They coordinate with our Case Design team and help our analysts locate future opportunities and make sure your Crash Proof® System continues to remain aligned with your ever changing needs and goals.
YOUR RETIREMENT,
YOUR WAY.
Let’s talk about what you want your retirement to look like — and how we can help get you there.
