Compass International Holdings announced Tuesday that its affiliated real estate professionals can now access new concierge support for healthcare and retirement planning–two areas that are historically burdensome and complex for independent contractors.
Affiliated real estate professionals who choose to participate will have access to healthcare and retirement planning experts who will provide guidance 365 days a year at no cost. Examples of support include:
- Finding the right healthcare plan
- Figuring out what different plans cost
- Finding the right doctor
- Fighting the wrong medical bill
- Finding the tax credit you qualify for
- Solo(k) and team 401(k) accounts
Through partnerships with third-party providers Stride, TouchCare, Morgan Stanley, and Vestwell, they will have personalized support to make these decisions easier, along with opportunities for meaningful savings and preferred pricing, Compass said.
“One of the top requests I hear from our real estate professionals is better support and access for healthcare and retirement,” said Robert Reffkin, chairman and CEO of Compass International Holdings, in a release. “Our job is to provide everything they need to succeed as entrepreneurs, and that includes helping them care for themselves and their families. These offerings are about helping our real estate professionals navigate and maximize their options so they can spend more time focused on building their future, helping their clients, and spending time with their families.”
The release states the new resources* include:
- Find the right healthcare plan with Stride: Real estate professionals can compare health, dental and vision plans, find the tax credits they qualify for, and receive help from a licensed advisor to estimate plan costs and enroll. Stride reports that its customers who qualify for tax credits save an average of $615 per month.
- Year-round dedicated support through TouchCare: Real estate professionals will have access to a Health Assistant–a dedicated professional to help navigate medical bills and claims, find in-network doctors and specialists, understand costs before receiving care, and explore prescription savings options.
- Retirement solutions through Morgan Stanley, powered by Vestwell: Real estate professionals and teams may elect to establish their own Solo(k) and Team 401(k) plans through Morgan Stanley. The program offers professionally managed retirement solutions with zero setup fees, preferred pricing, and dedicated support, saving agents up to $850 in their first year.
These resources will be available to all U.S.-based real estate professionals affiliated with @properties, Better Homes and Gardens Real Estate, CENTURY 21, Christie’s International Real Estate, Coldwell Banker, Compass, Corcoran, ERA and Sotheby’s International Realty, providing over 250,000 agents with access to dedicated support that surpasses what is typically available to independent contractors.
“In 2027, Compass International Holdings expects to unlock additional opportunities for our real estate professionals such as life and disability coverage, additional retirement savings options, and exclusive vendor discounts covering companies that supply goods, services, and technology that real estate professionals use in their professional and personal lives,” Reffkin added. “In the years to come, Compass International Holdings will continue to work towards a goal of providing every member of our network with better resources to obtain higher-quality, lower-cost healthcare and retirement planning options, built specifically for the way independent real estate professionals work.”
