Affinity Groups
LTSave provides affinity groups and membership organizations with an outsourced retirement planning and investment management platform for their members.
Consistent with the demographics of the rest of the country, affinity groups and membership organizations are faced with a membership base that is fast approaching retirement. This trend provides these organizations a unique opportunity to provide new retirement oriented services to their membership. Designed to seamlessly integrate into existing affinity programs, the LTSave retirement planning and investment management solution can help affinity organizations meet their member’s needs and generate revenue opportunities.
Benefits to Affinity Organizations
LTSave provides a turnkey outsourced retirement planning and management solution that can be designed to integrate with an affinity organization’s existing membership and marketing programs. Working closely in partnership with a leading distributor of financial products to affinity organizations, LTSave can deliver a complete turnkey retirement planning and investment management solution to affinity organization members.
In particular, LTSave:
- Provides customized marketing programs to affinity organizations to provide private-labeled outsourced retirement planning and investment management services.
- Enables affinity organizations to develop additional non-due revenue opportunities by developing targeted solutions to address the growing mass affluent retirement opportunity in their membership base.
- Provides access to sophisticated planning and investment management services economically via its proprietary and secure hosted investment platform.