About EGP
CUSTOMIZED HEALTH INSURANCE PLANS FOR BUSINESSES ACROSS NEW YORK, LONG ISLAND AND NYC
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Meet Our Team
Eagle Group Planning is a family-driven business, led by founder Matt Caselli and his son Jake Caselli. Together, they bring experience, dedication, and a personal touch to helping businesses build better employee benefit plans.
Matt Caselli
Matt is a family man of 33 years who lives in Mount Sinai. He started his life-long career in the health insurance business back in 1990. At first, he worked on the corporate side with Vytra Health and Oxford Health Plans. After building many relationships with employers and insurance executives over time, in August of 2001, Matt founded Eagle Group Planning. His dedication to connecting people with the right health insurance has allowed his business to expand over the years to over 350 clients, along with a knowledgeable, professional staff to service them.
Matt has also served on many insurance company boards. His input and advice have been an important factor in molding various insurance products and how they work to serve employers, employees, and their communities.
Jake Caselli
Before joining the family business as a health insurance broker, Jake Caselli began his professional career as an Allstate insurance agent, where he quickly became a leading sales representative for several years. His passion for helping clients find the right coverage led him to join his father at Eagle Group Planning Inc., where he garnered the tools to access products from all carriers in the health insurance industry, ultimately enabling him to satisfy the needs of any client. With years of experience and a commitment to providing personalized service, Jake works tirelessly to ensure that his clients have the coverage they need to protect the future & health of their business and/or families. In addition to guiding his clients through the ever-changing world of health insurance, Jake has honorably been admitted to the board of several business networking groups across Long Island, NY, where he has driven collaboration and efficiency, particularly for young professionals seeking to build a strong reputation in their life-long career.
Keep Your Team Happy and Your Business Strong with Eagle Group Planning
Providing your employees with a comprehensive group health insurance and benefits plan is one of the most effective ways to attract, retain, and motivate top talent. However, finding affordable, high-quality coverage can be a challenge. That’s where Eagle Group Planning steps in.
For nearly 30 years, we’ve been helping New York businesses secure cost-effective group health insurance and customized employee benefit plans. Our extensive network of insurance carriers allows us to design plans tailored to the unique needs of both your business and your employees—giving your team the security and support they deserve.
Why Choose Eagle Group Planning?
Unlike companies that juggle multiple types of insurance, EGP focuses solely on employee health benefits. This specialization has given us unmatched expertise in navigating the complexities of group health plans. Our deep industry knowledge, paired with a loyal and experienced team, means we don’t just offer plans—we provide strategic solutions and personalized advice you won’t find elsewhere.
What truly sets us apart is our long-standing relationships with key executives and front-line employees at major carriers—some partnerships spanning over 30 years. These connections allow us to expedite requests and, in some cases, secure exceptions that others simply can’t.
At Eagle Group Planning, we don’t just build benefit packages—we build brighter futures for your employees and stronger foundations for your business.