Realtors often rely on spouses or other outside
sources for insurance coverage and pension plans, some even forego
them altogether. At EWM, we’d like to change that! We offer our
Associates a variety of financial products and services to enhance
their ability to enjoy today while planning for tomorrow.
College Savings Plan
Section 529 Plans ● Custodial Plan options ● Multiple Plans to
choose from
CPA Program
Referred Professionals ● Assistance in Practice Management and
Growth
Estate and Tax Planning Assistance
Assistance with your Real Estate Needs ● Comprehensive Evaluations
● Work with your Professionals, or, a Professional referred by
us
Health and Dental Plans
Competitive Rates and Plan Structures ● Prescription Plan ● Vision
Care ● Dental Plan ● Individual and Family Coverage ● In-house
Service Assistance
Insurance Protection
Life Insurance ● Disability Income Protection ● Long-Term Care
Investments
Investment Counseling and Review ● Multiple Investment Options
Retirement Plan Options
Commission Deduction ● SEP, Uni 401(K), Defined Benefit Plan
Options ● Individually Customized Investments ● Full-Service or
Self-Service Plans
Tax Payment Plan
Commission Deduction ● Free Checking, Free Checks ● Competitive
Interest ● No Minimum Balance Requirement
