Business Details
25 Years
experience
Your Trusted Financial Partner for Medicare, Retirement, and Insurance Solutions
Founded in 2001, Name Benefits has established itself as a trusted independent financial agency rooted in Durham, Pennsylvania. Led by John Nalepka and Kim Greene, our team specializes in Medicare planning, retirement solutions, life and disability insurance, and employee benefits for individuals and businesses across New Jersey, New York, and Pennsylvania. With over two decades of combined experience, we prioritize personalized service, community engagement, and tailored financial strategies to meet each client's unique needs. Our approach emphasizes education, transparency, and actionable solutions, ensuring clients feel empowered to make informed decisions.As independent advisors, we collaborate with multiple carriers to represent our clients' best interests, not a single insurance company. Our commitment to excellence is reflected in long-term client relationships and testimonials highlighting exceptional service, expertise, and reliability. We focus on simplifying complex financial processes, from Medicare enrollment to retirement planning, while maintaining a strong ethical foundation. Our community-driven philosophy ensures we remain deeply connected to the regions we serve, fostering trust and lasting partnerships.
Services
Medicare Planning
Retirement Planning
Life Insurance
Employee Benefits
Disability Planning
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in financial and insurance planning.
- Our team provides personalized solutions tailored to individual client needs.
- We operate as independent advisors representing clients, not insurance companies.
- Our community-driven approach ensures deep local market understanding.
- We maintain a proven track record of long-term client relationships and testimonials.
What people say
Level of service is always the best
Knowledgeable and thorough in every way
Helpful and patient during transitions
Exceptional information and support
Never steered us wrong
Services
Medicare Planning
We simplify Medicare enrollment and plan selection for seniors in Pennsylvania, New Jersey, and New York. Our experts analyze health needs and budgets to recommend Medigap, Medicare Advantage, or supplemental options. With personalized guidance, we help clients navigate coverage gaps and regulatory changes.
Retirement Planning
Our retirement planning services include IRA management, 401(k) solutions, and investment strategies tailored to individual goals. Led by John Nalepka with 30+ years of experience, we create customized roadmaps to secure financial futures while adapting to market fluctuations.
Life Insurance
We offer term, whole, and universal life insurance policies to protect families and businesses. Our independent broker status allows access to multiple carriers, ensuring clients receive competitive rates and coverage options aligned with their long-term financial objectives.
Employee Benefits
We design comprehensive employee benefits packages including medical, dental, and disability insurance for small businesses. Our approach balances employer budgets with employee needs, enhancing recruitment and retention through tailored group plans and voluntary benefits programs.
Disability Planning
Our disability insurance solutions safeguard against income loss from illness or injury. We provide long-term disability coverage and overhead expense protection plans, ensuring financial stability for individuals and businesses during unexpected life events.
People
John Nalepka
President
John Nalepka, President of Name Benefits, has held securities licenses since 1992. With over 30 years of experience, he specializes in retirement planning and financial services for individuals and businesses across three states.
Kim Greene
Vice President, Group Benefits
Kim Greene, Vice President of Group Benefits, focuses on Medicare and employee benefits solutions. With two decades of experience, she provides personalized guidance to individuals and businesses while maintaining strong client relationships.
Questions
What services do you offer?
We specialize in Medicare planning, retirement solutions, life and disability insurance, and employee benefits for individuals and businesses in Pennsylvania, New Jersey, and New York.
How do I choose the right Medicare plan?
We analyze your health needs, financial situation, and coverage goals during a personalized consultation to recommend the most suitable Medicare options.
What makes Name Benefits different?
With 20+ years of experience, we offer independent, client-focused advice, community-driven service, and access to multiple insurance carriers for tailored solutions.
How can I start working with you?
Contact us via phone or online form to schedule a free consultation with John Nalepka or Kim Greene to discuss your financial needs.
Do you work with small businesses?
Yes, we create customized employee benefits packages for small businesses, including medical, dental, and disability insurance options.
Are you licensed in my state?
We serve clients in Pennsylvania, New Jersey, and New York, with advisors licensed to provide financial and insurance services in all three states.
Reviews (1)
Albert Internoscia
Dec 03, 2018
Report
Name Benefits has moved to Flemington from Hillsborough and they will be a great asset to the Flemington business community. I have been using John Nalepka for over 20 years. He has proven to be honest, trustworthy and dependable. John and Kim Greene are experts in the life insurance and business benefits areas and the have become invaluable to me and my business. Best of luck to them in their new location. Flemington is lucky to have them.
