Focus: Insurance Strategies, Business Owners, Retirement Strategies, College Funding Strategies, Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Financial Education
Ronald I. (Woody) Woodmansee, CLU, CEBS, MSFS began his insurance practice in July of 1982, immediately following his graduation from the Wharton School of the University of Pennsylvania. In addition to his studies as an insurance major, Woody played varsity Sprint Football and was a member of the Sigma Chi Fraternity.
Insurance is in his bloodlines, having been licensed since the age of 17 with his dad’s agency in southern Rhode Island, where he grew up. Woody earned his CLU and ChFC designations from the American College in Bryn Mawr, PA in 1985 and his Certified Employee Benefits Specialist (CEBS) designation from the International Foundation for Employee Benefits in 1995. In 2001, he returned to the American College to earn his Master’s Degree in Financial Services (MSFS).
Woody’s practice focuses on two areas. The first area of expertise is life and disability income insurance for both personal and business needs. He simplifies the life and disability income insurance buying process, educating his clients with easily understood concepts, followed by long term follow up and diligent customer service. His assistant, Alice, has worked with him since 1983.
The second half of his practice focuses exclusively on employee benefit plans for small companies, ranging from start-up to approximately 50 employees. Woody works with business owners, executives, professionals and their employees to design and implement programs and educate them on their company benefit plans, as these also relate to their personal insurance planning needs.
Woody is a published author, having written numerous articles for a variety of organizations regarding life and disability income insurance and employee benefit planning. Additionally, he contributed to the 8th edition of the Employee Benefits Handbook, a textbook used in the CEBS curriculum, having written a new chapter on small company benefits.
Woody is a proud perennial recipient of the insurance industry’s National Quality Award for individual insurance since 1988. In 1997, The Philadelphia Business Journal recognized him as a 40 Under 40 award winner.
He is as passionate in the community as he is towards his business. Woody currently serves on the House Corporation of the Sigma Chi Fraternity at Penn and has been a member of the Union League since 1984, currently serving as the Chair of the Youth Work Committee.
As a prostate cancer survivor, Woody is very dedicated to the American Cancer Society’s Relay for Life of Marlton. He has been actively involved in planning and has been a leading fundraiser for this overnight community event since 2011, which has raised over $1 million in the last 10 years.
Woody resides in Marlton, New Jersey with his lovely wife, Lynn, who is a top realtor and Circle of Excellence winner in South Jersey. Between them, they have 5 grown children.
5 Greentree Centre 525 Route 73 North, Suite 305
Marlton, NJ 08053