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Your Financial Future, Tailored for Today and Tomorrow.

Your trusted partner for Medicare, Retirement, and Financial Solutions serving New Jersey, New York, and Pennsylvania with care and advocacy since 2001.

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Medicare Planning & Senior Products

Simplifying your Medicare journey with personalized options.

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Retirement Planning & Financial Services

Helping you secure your future with confidence

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Life & Disability Planning

Protecting what matters most to you and your family.

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Employee Benefits

Customized solutions for small businesses.

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WHO WE ARE

Guiding You Toward Financial Confidence Since 2001.

Name Benefits has been a trusted independent financial agency rooted in Durham, Pennsylvania. Founded and led by John Nalepka  and Kim Greene, we’re dedicated to serving senior individuals and small businesses across New Jersey, New York, and Pennsylvania. Our approach is built on understanding your unique needs, providing tailored solutions for Medicare planning, retirement, and financial services.


With over two decades of experience, we’ve helped clients navigate the complexities of the financial world with care, integrity, and professionalism. Whether you’re planning for the future or seeking immediate guidance, our team is here to help every step of the way.

Importance of the 3 T's

Please note that in our engagement, we always look to the 3 T’s that we feel important in all our relationships:

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TEACH

We have found educated and knowledge-based consumers who work with independent solution based brokers like Name Benefits can gain the comfort and security by having a NAME BENEFITS specialist to speak with.

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TAILOR

Being independent we work for our clients needs and best interests. We collaborate and investigate concern and construct solution that many of our current client successfully utilize today.

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TAKE ACTION or CONTROL

As your broker/advisor, our mission is to help you understand your personal and business concerns and allow you to offer need based solutions that will satisfy you and your work force.


Testimonials

See what our clients have to say.

We’d love to hear about your experience—leave us a review today!
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The level of service is always the best. As well as the level of care.

–Barrett Quick

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I began my relationship with Kim Greene many years ago >> the help/information that she has always provided to me has always been excellent/exceptional >> I don't know what I would have done without Kim always being there for me !!!

–Patricia Demasi

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John has been so helpful to me navigating my finances after the death of my husband. My husband and John usually handled all of this and John has been helpful and patient as I navigate new territories.

–Marge Polakiewicz

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John and Kim are the BEST around!! So knowledgeable and thorough in every way! They are such pros! Have NEVER steered us wrong for many many years.

–John Matrale

F.A.Q.

Have any questions?

We’re here to help! Below are answers to some of the most common questions we receive. Don’t see your question? Reach out to us anytime.

  • What services do you offer?

    We specialize in Medicare planning, retirement solutions, employee benefits, life and disability planning, and financial services for individuals and businesses. Our team provides tailored advice to meet your unique needs.

  • How do I know which Medicare plan is right for me?

    Choosing a Medicare plan can be overwhelming, but we simplify the process by understanding your specific health and financial situation to recommend the best options.

  • What makes Name Benefits different from other financial agencies?

    With over two decades of experience, a personalized approach, and a commitment to our community, we ensure every client feels supported and empowered to make confident financial decisions.

  • How can I get started?

    Getting started is easy! You can contact us through our online form, call our office, or schedule a consultation to discuss your needs.

Our blog

Insights & Resources

Stay informed with the latest updates on Medicare, retirement planning, and financial strategies. Our blog is your go-to source for expert advice and practical tips to make confident financial decisions.

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Social Security Fairness Act: Key Changes & Impact

Social Security Fairness Act: Key Changes & Impact

The Social Security Fairness Act represents a monumental shift for millions of retirees, particularly those who have dedicated their lives to public service. For years, outdated provisions like the...
The Practical Benefits of Term Life Insurance

The Practical Benefits of Term Life Insurance

Understanding the Value of Term Life InsuranceTerm life insurance serves as a financial lifeline, providing profound peace of mind by ensuring your family’s financial safety in the event of your...
Navigating Life Insurance and Long-term Care Needs

Navigating Life Insurance and Long-term Care Needs

Long-Term Care Costs: A Growing ConcernThe financial burden of long-term care is a major worry for many, as the costs of home health aides and nursing homes continue to rise. With home health aide...
Life Insurance Trends to Watch in 2025

Life Insurance Trends to Watch in 2025

As we approach 2025, the landscape of life insurance is undergoing significant shifts, making it a pivotal year to reassess your coverage needs. Life insurance remains a crucial cornerstone of...
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