The Financial Needs We Solve
Today, real estate brokerage firms are tasked with keeping top agents engaged and loyal in an increasingly competitive industry.
- Retaining Top Talent: Brokerages struggle to offer meaningful financial benefits that incentivize their best agents to stay
- Income Volatility: Commission cycles make consistent saving and benefit planning difficult
- High Tax Exposure: Without proper structure, producers often overpay in taxes and miss out on key planning tools
- No Employer Benefits: Most firms don’t offer structured retirement or protection plans for independent contractors
Stay-and-Earn Plans
Let agents build a future payout by staying with your firm — a powerful way to reward loyalty and reduce turnover.
- Flexible Future Pay Plans: Lets high earners (like top agents) set aside income to be paid out later — often used to lower taxes now and save for the future
- Tax-Deferred Bonus Plans: A legal way to grow money over time without paying taxes on it right away — especially useful for 1099 agents or independent contractors
- Loyalty-Based Retirement Bonuses: Firm-funded plans that reward top performers with extra retirement income — but only if they stay long enough
Retirement & Benefit Plans
Solo 401(k)s, SEP IRAs, and SIMPLE IRAs — structured to retain top agents while supporting firm scalability.
Advanced Income Planning
High-income strategies using life insurance and cash balance tools to create long-term value for owners and leaders.
Custom Financial Planning
Tailored advice for firm owners, partners, and top-producing agents — built around your team’s actual compensation and goals.
Insurance Offerings
Health insurance, disability and long-term care — built for firm principals and key producers.
Ready to Build the Future of Your Firm?
Broker Benefits helps real estate brokerage leaders reduce risk, implement scalable benefit systems, and retain top producers — while growing long-term value for both the firm and its ownership.