Health & Wealth Program Partnership
A Comprehensive Benefits & Account Management Solution for Organizations, Groups, and Associations.
Who We Are
Infinite Financial Literacy Firm – specialists in life, health, Medicare, and supplemental benefits for organizations and their members.
What the Program Does
Provides your organization with a customized benefit package, CRM-based account management, and exclusive granting opportunities through Foresters Financial.
Why Partner
Increase member satisfaction, retention, and access to valuable financial and health resources — all at no direct cost to your organization.
Partnership Benefits at a Glance
Member Benefits
- Affordable health, life, & supplemental insurance options
- Medicare planning & enrollment support
- Annual/semi-annual reviews
- Claims filing assistance
Organizational Benefits
- Comprehensive CRM for tracking benefits & claims
- Dedicated account management team
- No administrative burden
Partnership Requirements
• Must be a group, association, or organization with at least X members.
• Allow annual/semi-annual benefit reviews for members.
• Participate in onboarding & communication process.
Next Steps
Schedule a Partnership Consultation Call, review and sign the partnership agreement, and begin onboarding members into the Health & Wealth Program.
Below are the different sign ups depending on your needs.