Envoy Marketing Archive
2016-2019
About Envoy
About Envoy
Statement of Faith
Careers
Envoy Investments
Plan Expenses
Roadmap
For Clients
Enroll in Your Plan
Account Login
Help Center
Education Suite
Housing Allowance
Rollover Request
For Prospects
Start a New Plan
Retirement Plan Outcomes
Faith-Based Funds
Rate Your Plan
Plan Education
Plan Design (general sales)
Plan Design (group plans & partner program)
Resources
Books
The Trusted Advisor
Develop A Vision
Evaluate Your Current Financial Situation
Risk Tolerance
Future Funded Ministry
Retirement Reformation
Products & Services
Partner Program
Faithbased IRA
403(b) Plans
Websites for Clients
ECO
BMA
Heartbeat International
AME Zion
IMF
TFAC
Berean
Social Media
Brochures, Flyers, & Banners
Money Personalities
Conference Handouts/Flyers
Partner Flyer
A.M.E. Zion Flyer
ETF Brochure
ECO Plan Booklet
FFM Flyer
Target Date Infographic
Risk-Based Models Infographic
A.M.E. Zion Flyer
AMEZ Proposal Presentation
A.M.E. Zion Plan Representatives Guide
A.M.E. Zion Plan Guide
BMA Conference
BMA Plan Guide
BMA Plan Representatives Guide
ECO Plan Guide
ECO Participant Guide
ECO Plan Booklet
ECO Conference
2018 General Brochure
2019 General Brochure
Conference Flyer – Digital Kit
Education Handout
BMA Banners – b1 | b2
BMA Promo Slides – s1 | s2 | s3 | s4
ECO Promo Slides – s1 | s2 | s3 | s4
Conference Flyer Digital Kit
ECO Workshop Flyer
ECO Journal Insert
ECO Free E-book Signup
Websites
EnvoyFinancial.com – main Prospect website
EnvoyBlueprint.com – for designing a retirement plan online
EnvoyRetirement.com – for participant enrollment and journey
FutureFundedMinistry.com – Envoy’s vision for retirement
BruceBruinsma.com – for Bruce PR
RetirementReformation.com
LivewithMeaning.org
Envoy Advisory
Informational Pages
What is Risked-Based Plus
Expenses
Housing Allowance
Statement of Faith
F.A.Q.s
Disclosures
Privacy Policy
Contribution Limits
Customer Disclosure Statement
What are ETFs?
Emails
Forms
Notification of Housing Allowance (Word document) This document validates the housing allowance.
Housing Allowance Worksheet – Parsonage (Word document)
Housing Allowance Worksheet – Home (Word document)
Reports
Expense Disclosure Report
Participant Expense Disclosure
Request for Proposal
White Papers & Guides
403(b) Legal & Compliance Parameters
Faith Based vs. Secular Retirement Plans
Future Funded Ministry
Investment Strategies for 403(b) Retirement Plans
The New Normal
Why Retirement Education is Failing
Personal Retirement Guide
Plan Administrator’s Guide for ERISA Plans
Automatic Kit
Automatic Kit for Churches
Activate Guide
BMA Plan Guide
BMA Plan Representatives Guide
A.M.E. Zion Plan Representatives Guide
A.M.E. Zion Plan Guide
ECO Plan Guide
ECO Participant Guide
Plan Administrator Guide
Plan Administrator Guide (ERISA)
Oversight Committee Guide
Oversight Committee Guide (ERISA)
Presentations
The Client Experience
When does your calling end
AMEZ Proposal Presentation
BMA Conference
ECO Conference
Entering into Retirement Workshop
TPA Implementation
ECO Rollout
Fee Discussion
Fees & iJoin Rollout
The Future Funding of Ministry
The Value of Open Architecture
Participant Summit
Videos
Vimeo Channel
Youtube Channel
Know Yourself – Money Personalities
BMA Introduction to Plan
HBI Webinar