A Referral Partnership Program for Financial Advisors
Help more clients find a retirement plan that fits their needs
without dealing with the stress of the administrative details
Partner with Envoy Financial
You Don’t Have to be a 403(b) or Retirement Plan Specialist
Envoy specializes in 403(b) plans so you don't have to! For almost three decades, Envoy has focused on the unique retirement needs of Churches, Missionaries, Christian Camps, Rescue Missions, Teachers, and other Faith-Based and Non-Profit Organizations. We are a leader in the Faith-Driven Investing movement, providing investment options that align with Christian values and beliefs.
Get compensated for every referral.
You don’t have time to figure out how to put together a church retirement plan, BRI investment models, or the perfect offering for a network of soup kitchens. Thankfully, we’ve already done this for you, and we’re here to help make your life easier.
All you have to do is:
1. Provide the introduction
2. Assist with the implementation & educational support
Envoy will take care of everything else including plan set-up, TPA, recordkeeping, enrollment, and customer support. We are ready to impress your clients with our expertise without cutting you out of the picture. Maintain that all-important advisor/client relationship, and get 25 bps (or more!) simply for letting us help you serve them.
Expand your services without increasing your work load.
Being the best financial advisor you can be is hard work, but we’re here to give you a break. If you still have questions, that’s totally understandable. Feel free to reach out to our Sales and Partnership Program Director, Tim Struck.