Home      Program Overview       Forms/Marketing       Group Benefits       Contact


Program Overview

MESSAGE: 'Helping you protect your income, your health and your future'.

WHO WE ARE: Dergalis Associates is team of professionals focusing on financial services, and benefit administration. The team works together to help realtors create customized financial strategies and benefit plans.

PRODUCTS TO HELP PROTECT THEIR INCOME:
• Tax Savings Plan through the Automatic Contribution Program
• Life Insurance (Group or Individual )
• Disability Income Insurance (Group or Individual )
• Long-Term Care Insurance

PRODUCTS TO HELP PROTECT THEIR HEALTH:
• Dental Insurance (Group )
• Vision Insurance (Group )

PRODUCTS TO HELP PROTECT THEIR FUTURE:
• Retirement Savings Plan through the Automatic Contribution Program
• Rollover from Previous Employer Retirement Plan
• Investment Strategies through a complimentary Financial Needs Analysis
• College Savings Plan






FOR INTERNAL / FINANCIAL PROFESSIONAL USE ONLY. NO PART OF THIS MATERIAL MAY BE USED IN THE SOLICITATION PROCESS OR SHOWN TO THE GENERAL PUBLIC.