Mission and Key Servicing Partners

The mission of Envoy Financial is to increase awareness among Christian Ministry Organizations as to the importance of group benefit availability, retirement planning, and investment selection for Christian Ministry Professionals.  This stewardship process will enable individuals to create a “"Future-Funded Ministry" - adequate resources to respond to God’s ministry calling, today and after the paycheck stops.

Envoy Financial is a unique ministry and is privileged to coordinate the delivery of a variety of specialized services through our Key Servicing Partners.  Those services address the stewardship issues arising as a result of the following circumstances:

1.       The paycheck stops

2.       Ongoing physical care is required

3.       Health issues arise

4.       Disability hits

5.       Death

Christian Ministry Organizations (CMOs) and the Christian Ministry Participants (CMPs) who are called to labor within them are the individuals and groups we are called to serve.  Envoy Financial works with CMOs and CMPs all around the world.

Though Envoy Financial has a global outreach, our Stewardship and Administrative Support Teams are headquartered in Colorado Springs, Colorado.  There, Bethany Palmer, as Executive Director, provides leadership to a growing team of uniquely-called individuals.

Our Service Commitment is to provide a systematic and cost-effective approach to reviewing, administering, and implementing a ministry-specific benefits and retirement program. Due to our unique service delivery model and abilities to coordinate these services, we are able to do so without geographical limitation.

Envoy Financial and its Key Servicing Partner have unique and specific roles that are integral to our ability to provide a total package of "stewardship solutions".  This gives us the ability to say, "Our ministry is to serve your ministry."

Background and Qualifications:

Envoy Financial

Envoy Financial began it’s ministry as Christian Retirement Coalition in 1992.  In 2004, we introduced the Envoy Financial name to reflect the changes and growth we have experienced since our inception.  We are a ministry team of individuals who believe that God has called all people and organizations to manage the resources entrusted to their care.  The heartbeat of Envoy Financial is to empower individuals and organizations of all sizes to responsibly invest and manage their God-given resources.

 

Envoy Financial acts in the capacity of retirement plan coordinator, administrative support to payroll departments, stewardship counselor, stewardship educator, preferred pension administrator, and plan design architect.  Further, Envoy Financial facilitates the technological communication and educational elements of the information delivery system.

 

Envoy Financial provides assistance to many Christian organizations affiliated with Christian Leadership Alliance, National Religious Broadcasters, Christian Camping International, National Association of Church Business Administration, and the Association of Gospel Rescue Missions.

Lincoln Investment Planning, Inc. (Lincoln)

Lincoln Investment is a NASD registered broker dealer and registered investment advisor.  Founded in 1968 to support investment professionals who serve the 501(c)(3) and 403(b) eligible marketplaces, Lincoln Investment makes a broad range of investment securities and advisory services available through the Financial Representatives registered and overseen by them.  All securities activities of those associated with Envoy Financial come within the oversight and compliance review of Lincoln Investment.  Any individuals who are engaged in the offer or sale of securities products, or who are providing investment advice, are offering such products or services as representatives of Lincoln Investment.  This illustrates the case in which one individual may be acting in different capacities.
 

Two Organizations Working in Concert to Fill the Vow, "Our Ministry is to Serve Your Ministry" 

These two organizations are partnered together to provide the complete benefits solution.  Envoy Financial brings benefits consulting, Pension Administration, stewardship education, and provides coordination of the elements involved.  Lincoln Investment brings securities and investment products and advice.  We appreciate the key role that each organization plays in the delivery of a full range of benefits to those we serve.  Because of this unique relationship, the ministries with whom we work can have access to all these elements.

Product Highlights:

Lincoln Investment Planning, Inc. 

With Lincoln Investment's Retirement Solutions Premier platform, Envoy Financial is able to facilitate the implementation of retirement plans that feature hundreds of no-load funds, have access to advisory programs, and are cost-effective for ministries and their employees.

Nationwide Financial 

Nationwide is on your side.  Most of us recognize that slogan.  We are privileged to be able to facilitate retirement plans on the Nationwide Resources Trust platform, a robust platform that meets the needs of larger and more sophisticated organizations, especially ministries with staff located overseas.  As a Nationwide Preferred Pension Administrator, Envoy Financial is able to provide support to ministries requiring additional services, functionality, and sophisticated plan reporting. 

The Integrity Collection

Beginning with The Steward Funds, Envoy Financial is creating access to an exclusive menu of faith-based mutual funds for Christian ministries and their employees who desire to have screened funds as part of their retirement plan investment menu.  We are currently working with other national organizations to add their funds to The Integrity Collection.

Life of the Southwest (LSW)

Envoy Financial also has a strategic product relationship with LSW in the insurance and annuity area.  This relationship is highlighted by LSW’s development of the Mustard Seed Annuity exclusively for use by CMPs desiring a fixed annuity.

For more information on how Envoy can serve your ministry, contact contact Jeff Gater at (888) 879-1376, ext. 209 or by  email.

Envoy Financial
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