Medicare Planning & Senior Products
Simplifying your Medicare journey with personalized options.
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:
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.
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.
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!

The level of service is always the best. As well as the level of care.
–Barrett Quick
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
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
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?
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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.