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GROUP BENEFITS

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GROUP BENEFITS

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GROUP RETIREMENT PLANS

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.

 

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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.

 

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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.

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REGEV

FINANCIAL GROUP

Regev Financial Group  

is a specialized Financial Services

firm with a focus on enhancing, managing and preserving our clients' assets. For over two decades our mission has been grounded in the meticulous processes we design to identify investment opportunities, prepare for retirement and help protect long-term financial objectives.

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BROKERCHECK

To learn more about the professional history of this financial advisor(s),  please visit

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5310 NW 33rd Avenue, Suite 206,

Fort Lauderdale, FL 33309    

954-633-7920

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© 2022 by Regev Financial Group

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Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA/SIPC and a registered investment advisor. Insurance Services offered through Regev Financial Group is not affiliated with Sage Point Financial. This communication is strictly intended for individuals residing in the states of Arizona, Florida, Georgia, Iowa, Massachusetts, North Carolina, New Jersey, New York, Texas and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

PLEASE NOTE: The links to material/other websites are provided strictly as a courtesy.  When you link to any of the information or web sites provided here,  you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the  company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for  general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.

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