Group life, Disability, Health, Dental, Vision, Retirement Plans, etc. Employee Benefits Presentations
Census Form for Employee Benefits
Please print, fill out and return the census form for quotes.
Census Form (PDF).
Census Form (PDF).
Benefit Guide
Worker's Compensation Services
CompManagement
Annuity
Please view this PowerPoint presentation for further information:
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(Note: Click in the presentation with your mouse to change slides when the presentation is loaded)
Group Life
Group Life information
Please view this PowerPoint presentation for further information:
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(Note: Click in the presentation with your mouse to change slides when the presentation is loaded)
Group Life quote form for 2-9 employees (Must be returned to Phelps Financial before a quote can be processed)
Group Life quote form for 10+ employees(Must be returned to Phelps Financial before a quote can be processed)
403B
Special Retirement Plan for Pastors, Church and School Employees
Please view this PowerPoint presentation for further information:
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(Note: Click in the presentation with your mouse to change slides when the presentation is loaded)