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RRP-REALTORS ® RETIREMENT PLAN

The top 2 reasons REALTORS® get into Real Estate are freedom and money. The problem is that the freedom prohibits REALTORS® from looking after their money. Traditionally REALTORS® do not save for taxes or retirement. At Coldwell Banker we developed a plan to try and help. This program is:

  1. 100% optional

  2. No one at Coldwell Banker benefits nor does the company benefit financially or otherwise by this program

  3. The administration costs of running this program are paid for by Coldwell Banker Executives Realty

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RRP-REALTORS® RETIREMENT PLAN

OPTIONS:

  1. You may use any financial advisor you choose including Kaylan Martin (See below).

  2. You may increase the company portion of your compensation plan by any amount of at least 10%. For example you can change the 80/20 split plan to a 70/30 split plan. The extra 10% is sent to your advisor for your investment in your future.  You may change the 100% plan by increasing your monthly fee by at least 10%. The extra is sent to your advisor for your investment in your future.

  3. !00% of whatever increased fee you choose will be sent to your chosen investment advisor quarterly. 

  4. Your investment advisor will keep you abreast of your investment account.

  5. If you leave the company 100% of your investments go with you.

Kaylyn Martin

Our REALTOR® Investment Advisor

Kaylyn Martin is a Financial Advisor at Raymond James' Kelowna Corporate Branch, operating under the banner of Kaylyn Martin Family Wealth Management. She holds the Certified Financial Planner (CFP) designation and offers comprehensive financial planning and investment services, including RRSPs, RESPs, TFSAs, and pension planning. Based in Kelowna, British Columbia, Kaylyn is dedicated to aligning her clients' financial goals with personalized strategies. Beyond her professional role, she is a devoted wife, mother, and dog lover.

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Contact

I'm always looking for new and exciting opportunities. Let's connect.

info@mysite.com

123-456-7890 

What makes Coldwell Banker Executives Realty Different?

1. Our #1 focus is to keep your fees down. In 2018 we turned our company upside down eliminating services that REALTORS® were no longer using and improving support and services that REALTORS® needed more than ever in history. Then we cut our fees in half. 

2. Unlike purely cloud based models we believe in a having a presence in the communities we serve. The days of the big expensive Real Estate offices are long gone. However, a REALTOR®  needs a professional space with hi end technology to work or take their buyers and sellers to,  that is better than Starbucks or Timmie's. We call them signing offices. 

3. More than ever before in history, REALTORS® need training and support to stay our of "Real Estate Jail". Our REALTORS® have access to a lawyer at any time and there are lawyers at each one of our training meetings. Imagine being at an office where you had access to 3 brokers with almost 80 years of combined experience and access to a lawyer when you needed them all for a fee structure that was less than every Brokerage out there. 

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