OUR TEAM OF EXPERTISE
OUR TEAM OF EXPERTISE
Mary has been working at Custom Benefit Plans, Inc. since its formation in 1998. Mary is the Director of the Licensing/Contracting Department of the Health Department and also handles the commission payments.
In her free tie Mary enjoys spending time with family and friends.
The year 2008 was a good year—Sal DiNardo hired me to work for Custom Benefit Plans and the Phillies won the World Series. When you visit Custom Benefit Plans, I will greet you as I work the receptionist desk. Among my other responsibilities are: processing new business for Medicare Supplement, Short Term Medical and Individual dental plans. I also work with the commission team entering data in our commission systems. When needed I assist in handling some contracting, commission inquiries and Medicare Advantage processing. By the way, let’s hope that the Phillies start winning again in 2016.
Laura has worked for Custom Benefit Plans since 2006. She manages the Group Health Department, and specializes in health, dental, life, and disability products for groups of 2-100 employees. Laura is also knowledgeable on COBRA administration, ACA guidelines, and Medicare compliance. Laura is a graduate of Arcadia University with a B.A. in English, and holds a PA Life and Health license. In her free time, she enjoys taking art classes, record collecting, and traveling.
Joe Covell began his career with Custom Benefit Plans, Inc. as an unlicensed appointment setter in the lead generation department, during the fall of 2011. After 8 months of success, Sal and Joe DiNardo strongly encouraged Joe Covell to obtain his Pennsylvania Health and Life Insurance License, which he accomplished in the spring of 2012. In the winter of 2013, after a year of selling individual and group health products, Sal DiNardo began to develop Joe to head an aggressive national recruiting effort for both Cigna’s brand new Medicare Supplement Products, and Aetna’s Under 65 Pre Affordable Care Act Individual Health Products. With the birth of Healthcare.gov (Obamacare), in October of 2014 Joe fully embraced all the new changes and proved himself as a highly knowledgeable authority on the emerging market. Joe’s role then developed further into his current role as a broker manager and product specialist for the new ACA/Obamacare market. In his spare time Joe is a highly active musician performing in 3 live bands all over the region, as well as a videography hobbyist and avid fitness enthusiast.
Natalie has been involved in the insurance industry since 1979 and has been a vital part of our team since day one. With her superb organizational skills she works processing new business for all lines of health insurance in additional providing outstanding broker support. Natalie is an avid reader and loves to sew in her free time that isn’t spent with her grandchildren.
CBPI Life: Brokerage
Greg joined the CBP Life Department back in 2006. His background includes over 30 years’ experience in the life insurance industry as an agent, agency manager, insurance company wholesaler/regional sales executive. Greg As a brokerage manager Greg specializes in Life, Disability & Long-Term
BS Mechanical Engineering
MBA Accounting & Finance
Certified Public Accountant (since 1983)
Elijah Watts Sells with High Distinction Award (11/1982)
Mike Wooters joined Custom Benefit Plans and started the Annuity Vault, Inc. as a Vice President, in 2013. He has over 20 years of experience in the insurance brokerage community. He has been with several leading insurance companies such as AIG, Jackson National, as well as being employed by many insurance marketing firms for his expertise. Mike’s knowledge of insurance products is extensive, especially with fixed annuities and indexed annuities. If you are looking for a competitive rate, or to run an illustration for income. Every good Estate Planning process usually involves incorporating a fixed annuity into the plan for safety and preservation of principal.
Josephine started at Custom Benefit Plans back in 2011. She was originally brought on part time to help out during the busy open enrollment season. Over time her roll has expanded and she now works with Mike Wooters and the Annuity Vault as a case manager. She enjoys spending her free time with family at the shore.
As a 20 year Insurance industry veteran, Matt has built and impressive depth of knowledge in the industry. From claims to telemarketing, account management to account executive, commercial to personal lines, insurance carrier to captive agency to independent agency, Matt has worked in nearly all sides of the insurance business. That background has helped Matt bring invaluable expertise to every Agency and client he has served. Matt co-founded Source Insurance Group, an Independent Insurance Brokerage in Doylestown, PA to provide comprehensive and holistic insurance services to individuals, families and businesses across the region. In 2015, Source relocated to Willow Grove, PA. Matt has honed his skills as a complete operations expert for the Agency and provides transparent and proactive advice to help clients and agents select the best coverage for the price, while educating both about the industry. Whereas many insurance agents are transaction-minded, Matt believes education is the cornerstone of his Agency and helps enlighten his clients about industry “secrets” to empower his clients to make good financial decisions. He lives in Chalfont, PA with his wife, Melinda, twin boys Kyle & Logan and dog, Riley. Matt enjoys dining out with his wife,