Financial Coaching Referral
Overview of Financial Coaching Referral
Your membership provides you referral access to budget savvy people and financial experts that can help you find affordable insurance solutions such as life, disability, long-term care, and other services coordinating these products with any benefits provided by your employer.
Our partners have been recruited specifically to serve ministry leaders families. As people who love and respect pastors, they put you first helping you understand and properly use budget-friendly financial services to protect you and your family.
Our financial service partners are also available to meet with your church leaders who make decisions regarding employee benefits.
How Does It Work?
When you need a financial resources referral, you’ll simply complete the form in the portal and someone from our care team will help match you with the right provider to suit your needs.