About Us
Individual and Group
Whether you need individual or group coverage, Classic Beneit Planners, Ltd. can do it all. We specialize in providing policies to individuals on the New York Health Exchange as well as seeking out suitable coverage for your business!
Permanent and Term
As independant life insurance agents, Classic Benefit Planners, Ltd. has the freedom to shop all major carriers. From Term and Guaranteed to Universal and Variable, we can do it all.
Who we are
Rich Pascale
Jeff Morrison
Jeff Morrison
Rich has been in the insurance business since 1979 and served as an agent for Equitable Life, Nationwide and Penn Mutual. In 2004 he became an independent agent.
Jeff Morrison
Jeff Morrison
Jeff Morrison
Jeff is an attorney. He joined Equitalbe life in 1999. He also served as an agent for Nationwide and Penn Mutual. In 2004 he became an independent agent.
Jeff Morrison
In 2004, Rich and Jeff teamed up to form Classic Benefit Planners, an independent insurance agency.
As independent agents, Rich Pascale and Jeff Morrison are able to select from the broad array of insurance products that best suit their client's needs, rather than force fit products offered by a single insurance firm.
RIch Pascale and Jeff Morrison are also Registered Representatives and Investment Advisors of LifeMark Securities Corp. We can offer the most advanced platforms for managed accounts as well as full service brokerage accounts.
Securities and investment advisory services offered through LifeMark Securities Corp.
400 West Metro Financial Center Rochester, NY 14623 (585) 424-5672
jmorrison @lifemark.com
Member FINRA/SIPC
Classic Benefit Planners, Ltd. is not affiliated with LifeMark Securities Corp.