Employee Benefits

We assist churches and non-profit organizations in evaluating quality, competitive group insurance and benefit options designed to fit their organizational goals and budgets.

Insurance

Health and Dental:
Options available through major providers (such as HMO, PPO, and POS plans).

Life Insurance:
Term, Permanent, Universal Life, and related coverage options to help organizations address key personnel and employee protection needs.

Retirement Plans

SIMPLE IRAs:
A retirement savings option for eligible organizations allowing higher contribution limits than traditional individual IRAs. We can help you review investment options based on your goals and circumstances.

Annuities:
Fixed and variable annuity options from established insurance carriers designed to help provide structured retirement income options.*

--------------------------------------------------
*Guarantees are based on the claims-paying ability of the issuing insurance company.

Ivory Tower Financial Services and its representatives do not provide legal or tax advice. Please consult your legal or tax professional regarding your specific situation.