Solutions for Affinity Groups
As the demographics for the country as a whole shift, affinity groups and membership organizations are faced with a membership base that is fast approaching retirement.
This is an important need for your members and an exciting opportunity for you.
Invesra allows you to give your members a timely new offering: complete, inexpensive, outsourced retirement planning advice and account management services for your members.
How Invesra helps your affinity members
- Provide sophisticated retirement planning and investment management services
- Our solutions work right alongside any of your existing plans and services
- Aggregates all of their accounts for a total view
- Their information is fully private and secure on our hosted platform
How Invesra helps you
- Allows you to provide new and much-needed services to your membership
- Provides you with more non-due revenue opportunities
- A turnkey solution that integrates quickly and seamlessly with your existing membership and marketing programs
- We work closely with you to fine-tune your offerings
