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).

Benefit Guide


Providing for your Pastor and Staff, a benfit guide. (PDF).

Worker's Compensation Services


Ohio BWC New Account Form (PDF)
Ohio BWC Clergy Filing Form (PDF).

CompManagement

Annuity

Please view this PowerPoint presentation for further information:
Click here for the Level Annuity Microsoft PowerPoint Presentation
(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:
Click here for the Group Life Microsoft PowerPoint Presentation
(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:
Click here for the 403B Microsoft PowerPoint Presentation
(Note: Click in the presentation with your mouse to change slides when the presentation is loaded)