United Real Estate has launched its Financial Wellness Program, which the Dallas-based company is promoting as a “curated bundle of services bridges longstanding gaps for independent contractors.”
The package of benefits includes healthcare and family wellness plans specifically designed for independent contractors, company-sponsored financial literacy tools to guide affiliates through debt elimination, budget planning, and programmed savings with targeted goals aimed at understanding and managing money.
Also included in the program is estate and trust planning, tax preparation, investment vehicles and retirement planning. The key components of the Financial Wellness Program include curated partners United has secured on behalf of its agents and integrated within its proprietary Bullseye Agent Productivity Platform.
“We are solving longstanding problems for self-employed practitioners. Unlike W2 employees, real estate agents do not traditionally have access to 401K retirement plans, healthcare plans or other wealth management services, for example,” said Phillip Cantrell, executive vice president for strategy. “Our direct investment in services that have the power to improve the financial trajectories of our agents’ lives is not only revolutionary but also perfectly aligns with our mission.”
“Our ability to deploy our resources into the company is helping us grow in a smart and sustainable manner, and we are perfectly positioned and thriving in a downturn,” added CEO Dan Duffy. “What we are setting into motion now will build multi-generational wealth for our agents, brokers and auctioneers by filling a void in much needed services.”
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