About Us

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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!


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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

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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.  

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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

rpascale@lifemark.com

 jmorrison @lifemark.com

Member  FINRA/SIPC

Classic Benefit Planners, Ltd. is not affiliated with  LifeMark Securities Corp.


Contact Us

Set up an appointment on-line, or just ask us a question about insurance.

Better yet, see us in person!

We love our customers, so feel free to call us for an appointment.


Classic Benefit Planners Ltd.

321 Grover Ave N, Massapequa Park, New York 11762, United States

NY 516-809-6570 NJ 973-216-9413