Custom Plans

Benefits Brokerage at Custom Benefit Plans Inc. - Willow Grove, PA, US

Custom Plans's Colleagues at Custom Benefit Plans Inc.
Gregory CPA

Life, Disability and LTC Brokerage Sales Manager

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Joe DiNardo

Marketing/Broker Development

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Michele Comly

Employee Benefits Account Manager

Contact Michele Comly

Mark Hassini

Sales and Marketing Manager

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Jack Kong

Financial Services Advisor

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Custom Benefit Plans Inc.
Custom Plans's Company Details
Custom Benefit Plans Inc. logo, Custom Benefit Plans Inc. contact details

Custom Benefit Plans Inc.

Willow Grove, PA, US • 250 - 499 Employees
Insurance

Custom Benefit Plans, Inc. (CBPI) is a team of health insurance, life insurance and annuities (Annuity Vault: www.annuityvaultinc.com) professionals dedicated to providing unparalleled service to clients, independent agents and affiliated agencies. Our Customers:We serve you and your family with unbiased advice and guidance concerning the types of policies that may help your specific situations. We also look at how to help you:Manage risk. Do you have too little—or too much—insurance? How and where can your exposure to risk be offset where needed?Scale your coverage. Your risk management needs will change as your life evolves. We can look at new, different, and alternative coverages to help protect you where you are now.Prepare for the unexpected. We can help you assess risks that you may not have considered, such as lost income due to disability, loss of a primary wage earner, various types of business insurance, coverage for special needs family members, and much more.We will monitor your insurance portfolio and we may make tactical suggestions on modifying coverage based on events in your life.Our Agents:We assist with all your day-to-day challenges so that you can focus on the growth of your business. To ensure the success of our agents, CBPI provides access to the most cost-competitive products, useful tools and ongoing training, a wealth of industry news updates and insights, and a full staff dedicated to providing friendly and ongoing support.Our commitment to growth is continually actualized through broker acquisitions, mergers and strategic partnerships that satisfy our agents' ever-growing insurance needs without ever compromising our commitment to the creation and development of positive, long-lasting business relationships.

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Frequently Asked Questions about Custom Plans
Custom Plans currently works for Custom Benefit Plans Inc..
Custom Plans's role at Custom Benefit Plans Inc. is Benefits Brokerage.
Custom Plans's email address is ***@custombenefitplans.com. To view Custom Plans's full email address, please signup to ConnectPlex.
Custom Plans works in the Insurance industry.
Custom Plans's colleagues at Custom Benefit Plans Inc. are Gregory CPA, Joe DiNardo, Michele Comly, Mark Hassini, Stephen Steinberger, Jack Kong, Stephen Gottlieb and others.
Custom Plans's phone number is N/A
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