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Planning and Advice

For businesses & organizations

As a steward of your organization’s resources, you carry a lot of responsibility. Your business’s health and growth depend on your ability to see both the big picture and the details. Everence can help you with both perspectives, through selecting products and services that meet current needs to developing long-term strategies that are consistent with your institution’s values.

Health and other insurance benefits

When it comes to health plans and insurance benefits, you want to design a package that’s perfect for you and your employees. Find out how Everence can help.

Retirement benefits

You can encourage your employees to take a significant step toward good stewardship by helping them plan and save for their own retirement. Learn more about Everence’s retirement benefit solutions.

Managing finances

Perhaps one of your biggest challenges is managing your organization’s investments while also handling everyday needs. Learn how Everence’s resource management and financial planning services can help. We offer a comprehensive range of services that include retirement planning, investment management, estate planning and administration, business succession planning, and planned charitable giving.