Regev Financials manages over 20 group retirement plans such as SEP IRA’s, SIMPLE and 401(k).
Our expertise is choosing the right plan for each employer based on their specific needs (owner goals, number of employees, age of the employees and more, income and more).
Although we have extensive ongoing education in administrating retirement plans, we have chosen to work with independent third party administrators that manage the operational part of the plans, allowing us to concentrate on the financial planning and investment management.
GROUP DISABILITY & GROUP LIFE INSURANCE
We also manage several group disability and life insurance plans working with multiple carriers such as MetLife , Lincoln Financial and more. These plans have the advantage of very competitive pricing, lax underwriting requirements and flexibility. Moreover, they compliment the individual plans that may be more pricey and they cover the individual regardless if he/she continues being employed.
GROUP HEALTH INSURANCE PLANS
We are licensed and experienced in health insurance plans, both for individual and groups. Because health insurance is very dynamic and demands constant attention, we have decided to partner with an agency that specializes in health insurance to ensure our clients get the best possible advice and prices.