Custom Features of the Activate Platform

- Specifically designed for ministry retirement plans -


Easy
Enrollment

The thought of starting a retirement plan typically creates stressful images of paperwork, unfamiliar terminology, and confusing options. However, Envoy's online enrollment is quick, simple, and paperless.

 

Investment Choice
Analyzer

The enrollment process offers three investment selection options: (1) on your own, (2) done for you, or (3) with guidance. This latter option walks you through Envoy's exclusive questionnaire and analyzer to help you determine the best selection based on your personal preferences.


Annual Review
 & Update

Stay on track with your retirement goals by using Envoy's review tool anytime (recommend annually) to gauge progress and make adjustments to your account.

 

Faith-based
Encouragement

Envoy has developed several resources to encourage a "Future Funded Ministry" including eBooks, websites, emails, and Envoy's exclusive Vision Board that helps you plan your future calling.

 

Empowering
Education

Everyone wants confidence and financial wellness as they prepare for the future, which is why Envoy has invested heavily in providing immediate phone/chat access to our support team and one-on-one appointments with investing advisors. In addition, Envoy offers custom online education courses and a user friendly help center.


Advice &
Support

Everyone wants confidence and financial wellness as they prepare for the future, which is why Envoy has invested heavily in providing immediate phone/chat access to our support team and one-on-one appointments with investing advisors. In addition, Envoy offers custom online education courses and a user friendly help center.