Groundbreaking program to improve financial,
physical and mental wellness for 23,000 agents nationwide
DALLAS, April 25,
2024 /PRNewswire/ -- United® Real Estate
(United) announced the official rollout of its Financial
Wellness Program. The curated bundle of services bridges
longstanding gaps for independent contractors.
The Financial Wellness Program bridges
longstanding gaps for self-employed real estate
practitioners.
In addition to an ever-growing suite of marketing tools, lead
generation tools, and unique commission structures that maximize an
affiliate's income, United's agents and owners will now have access
to a comprehensive Financial Wellness Program.
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. The
final pillar of the program is estate & trust planning, tax
preparation, investment vehicles and retirement planning. All are
resulting from new efforts by United to holistically address the
long-term financial, health and well-being of its affiliates.
While much of the real estate industry is pulling back on
resources for its affiliates, United is directing more investment
to strategic initiatives. The Financial Wellness Program is
projected to build tens of millions of dollars in true wealth for
United's agents and families, based on the measured results from a
pilot study. The initial pilot, involving 600+ enrollees across
three brokerages, led to a combined Financial Turnaround of
over $600,000 for the
participants within just months of the rollout – a remarkable
financial result.
"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," explained Phillip
Cantrell, EVP-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."
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.
- Better Income: United Agents retain 96% GCI – the most of any
national brokerage, as documented by real estate strategist and
author Mike DelPrete.
- Health & Wellness services: access to affordable,
high-quality PPO health, dental and vision plans designed for
independent contractors and their families.
- Financial Literacy Tools: Ramsey Solutions Smart
Dollar – a company-sponsored financial wellness benefit
based on principles that have helped millions of people ditch debt
and save wisely over the last 30 years, including budget setting
and creating achievable financial goals, all tracked from any
digital device.
- Wealth Management Services: access to private banking, wealth
planning services and comprehensive financial planning, including
estates, trusts and wills.
"Embracing change, quickly pivoting when appropriate and making
strategic investments is one of our core competitive strengths. It
is core to our culture. Now is the perfect time for United to come
in with our systems and tools while others are pulling back to
navigate the remainder of the current challenged market conditions.
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," commented Dan Duffy, Chief Executive Officer. "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."
United Real Estate is now America's No. 3 fastest-growing real
estate company, as revealed by HousingWire's Five-Year Top
Mover ranking. The firm's five-year growth rate was more than
725% in transaction sides and volume, driven by organic growth,
franchise expansion and merger activity. Franchise Times
ranked United as a top 20 "smartest-growth" U.S. company for the
third time; it is the sole real estate company in the ranking.
About United Real Estate
United Real Estate (United) – a division of United Real Estate
Group – was founded with the purpose of offering solutions to real
estate brokers and agents in the rapidly changing real estate
brokerage industry. United provides the latest training, marketing
and technology tools to agents and brokers under a flat-fee,
transaction-based agent commission model. By leveraging the
company's proprietary cloud-based Bullseye™ Agent & Broker
Productivity Platform, United delivers a more profitable outcome
for agents and brokers. United Real Estate operates in 32 states
with 156 offices and more than 20,400 agents. The company produced
over 70,000 transactions and $27.8
billion in sales volume in 2023.
About United Real Estate Group
United Real Estate Group (UREG) operates United Real Estate and
United Country Real Estate, addressing the unique market needs of
suburban, major metropolitan urban and rural markets. Utilizing the
cloud-based Bullseye™ Agent & Broker Productivity Platform,
UREG offers the latest training, marketing and technology tools
producing a significant competitive advantage. The platform
realizes a decade-long investment in virtual agent and brokerage
technology services and is powered by a 2.6 million listings data
warehouse generating over 3 million monthly visitors and 30,000+
leads per year. Together, the United Real Estate Group supports
more than 590 offices and over 23,100 real estate and auction
professionals across four continents. United Real Estate Group
produced more than 89,000 transactions and $35.2 billion in sales volume in 2023. Through
its in-house advertising agency, UREG offers differentiating
marketing support and collateral for specialized lifestyle property
websites as well as access to a 800,000+ opt-in buyer database. For
more information about United Real Estate or United Country Real
Estate, please visit
UnitedRealEstate.com or UnitedCountry.com.
To learn more about United Real Estate, brokerage succession
planning, brokerage valuation and sale or franchising
opportunities, visit GrowWithUnited.com. Agents interested in
learning about career opportunities with United Real Estate can
visit JoinUnitedRealEstate.com.
Media Contact:
April Gonzalez
Media & Investor Relations
agonzalez@unitedrealestate.com
504-237-3500
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SOURCE United Real Estate