A LEADING BROKER NETWORK FOR

HEALTH, LIFE, AND ANNUITY
PRODUCT PRODUCERS

Take your revenue to the next level.

Proprietary lead generation • Advanced training Major carriers • Top-tier compensation

More resources to help you succeed.

Custom Benefit Plans, Inc. (CBPI) is a team of insurance professionals dedicated to providing unparalleled service to clients, independent agents and affiliated agencies. We assist with all of 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.

Custom Benefit Plans has no proprietary products to sell. You can tailor coverage for your clients using products and services from any of the carriers on our platform. We work with all major firms and many specialist companies as well.

WHAT’S NEW

Health/Medicare

Speak to your Custom Benefit Plans representative about updates in health and medicare policies.

Life

Life insurance applicants with no COVID-19 risk factors will see lower rates.
Insurers will soften COVID-19 restrictions on issuing policies.
More insurers will offer no-exam life insurance policies.
Hybrid life insurance policies will continue to proliferate, but guaranteed universal life may be on the way out.

For more information call 866-422-9188 or email info@custombenefitplans.com.

UPCOMING DATES & EVENTS

Lunch & Learn

Location:
Custom Benefit Plans

Click Register to see Upcoming Event Dates

For additional information about any upcoming seminar or event please reach out to Custom Benefit Plans at 866-422-9188 or email us at info@custombenefitplans.com.

CURRENTLY CUSTOM BENEFIT PLANS EVENTS ARE BEING HELD VIRTUALLY. LOOK FOR E-MAILS REGARDING THE NEXT EVENT.

Custom Benefit Plans provides quotes, advice and paperwork in a very timely manner. I feel completely confident that the products I present to clients are the most up to date and competitively priced. The folks at CBP are a pleasure to work with and always treat me like a star producer.

— Pat Oehme