Working with your representative
Everence representatives understand how hard it can be, no matter where you are on your faith and financial journey. Our broad range of specialists allows us to serve your stewardship needs throughout your life. With experience in core areas, our group of representatives is structured in a way that allows us to help individuals, families and businesses take on the future with confidence.
When you first meet with a financial services representative, you’ll delve into identifying your stewardship needs. Your representative is trained to help you get started in identifying your basic insurance and/or banking needs. If you need help with your investments, we also have financial representatives* who are properly securities licensed who can assist you.
When it’s time to take the step of building a financial plan, a financial advisor** will join the process. Financial advisors provide financial advice and comprehensive planning services. They have professional credentials, licensing, and experience to serve as your financial planner.
When you get to more complex issues, like planning for legacy issues on your stewardship journey, we’ll pull in team members with training in these areas. Trust and financial advisors will work with you and your advisor to integrate charitable products and trust services into holistic plans. Representatives can serve you as an individual or help if you’re part of a nonprofit organization that needs assistance with donor development and charitable-giving administrative services.
Charitable services representatives and advisors assist you with charitable giving options. Whether you are an individual or a nonprofit organization, representatives specialize in donor development and charitable giving administrative services.
We know there will always be questions that arise in the setting of your congregation. Our church relations representatives and advisors assist advocates, pastors, and other church leaders, with a broad range of stewardship materials, resources, and programs. They also can help individuals in the congregation make connections to the right people at Everence.
* Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Everence entities are independent from ProEquities Inc.
** Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC . Advisory services offered through Investment Advisors, a division of ProEquities Inc., a Registered Investment Advisor. Some advisors are dually registered with ProEquities Inc. and Everence Trust Company, registered investment advisors. Investments are not NCUA insured, may involve loss of principal and have no credit union guarantee. Everence entities are independent of ProEquities Inc.