Helping churches and non-profits stay on mission with access to robust retirement, insurance, and investment plans, supporting the team, the congregants, & community.
stoneford advisors
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC.
let us know you're coming
We are especially excited to have the company Vensure and its two representatives joining us to discuss how we can work together to achieve our goals.
Event Details
When: September 22-23, 2025
Where: Tampa, Florida (Potentially at the Westin Tampa Bay)
Time: 10:00 AM - 2:00 PM (Lunch will be provided)
Agenda
The theme for our summit is "Strategy and Short Term Plans to Empower Growth – Logistics, Operations & Marketing to Amplify the Mission."
During our time together, we will break down the strategies and logistics for achieving a goal of 700 groups quoted and enrolled into the health insurance program.
We will discuss:
We will hear from Design Health, Agility Innovation Partners, as they walk in great detail, through the Health and Ancillary insurance plans. We will also demonstrate the platform for individual and medicare eligible lives. Small Group Lives coming. We will hear from retirement plan specialists, investment managers, business service tech platforms, and personal wealth solutions!
The Big Picture: During our time together, we will break down the strategies and logistics for achieving a goals.
Operational Logistics: A detailed look at the streamlined, all-online process we use: Quote, Enroll, Renew.
Financial Opportunities: A full review of the pro-forma and the 5% revenue sharing opportunities with every enrolled group.
We will explore how we can work together to make the most impact for your organization in this partnership.
This summit will be an opportunity to delve into the details of a profitable and impactful partnership. Our time together will provide a way to consolidate our efforts and align our goals, ensuring that our teams are ready to hit the ground running for our fall conferences and beyond.
We believe that by working together, we can achieve remarkable results. We look forward to a productive and engaging session with you.
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and/or Auxford LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC. Furthermore, these are all separate legal entities that do not share client data.