How Does It Work?

All you have to do is provide the introduction and assist with the implementation and education. Perfect for …

Churches | Missionaries | Christian Camps | Rescue Missions | Non-Profits | Christian Organizations

1

Online Plan Design
and Custom Proposal

You or your prospects/clients design a new plan online and then receive a custom proposal from Envoy — all with your name and branding.

2

Plan Finalization
and Implementation

Envoy will work with your client to complete all the details for a new plan and help them launch it at their organization.

3

Enrollment and
Maintenance

Envoy will take care of the Recordkeeping, Advisory, TPA, Enrollment, and Support. All you have to do is education and communication.

Roles & Responsibilities

 
 
 

Getting Started

 

[ ] Goes through approval process (click here)

  1. Get approval from Envoy

  2. Get approval from B/D or your RIA Compliance

[ ] Envoy will create for you a customized landing page

[ ] Start sending your prospects/clients to the landing page to design a new retirement plan