The AgentOwned Estate Plan

AgentOwned Realty, founded in 1992, in Charleston SC by Boyd and Liz Loadholt, is a completely unique concept. It is actually a group of companies, tied together by a common bond, the Agent-Owners. The residential real estate division is the core company with mortgage, title insurance, home warranty, insurance, and business brokerage divisions that serve to bring convenience and value to the public, and multiple income streams and increased service and support to the Agent-Owners.

big oak tree used to illustrate AgentOwned Realty's Estate Plan The real estate arm is completely owned by the sales associates. All the profits from the “Sister” companies, as we call them, are theirs also. The Agent-Owners employ the AgentOwned Service Company to manage the real estate division and their other endeavors for them. It is from the Sister Companies that the Estate Plan was born.

The Estate Plan can be an income stream for the Agent-Owners, that is unique in several ways:

It is not derived from the real estate commission of others, but rather the Sister Companies
The more the offices of those they sponsor profit, the more the sponsoring Agent-Owner is paid. They do not have to be in the same office.
The profit comes from the Sister Companies

The entire amount due to you from the Estate Plan is paid each quarter. There are no production requirements, retire at anytime. And it is inheritable.

Liza Valero Director of Ownership for AgentOwned Realty and creator of the Estate Plan For more information about AgentOwned Realty and the Estate Plan email me at Liza@AgentOwned.com and I will be happy to answer to any questions.

The AgentOwned Estate Plan

Quick Search

Quick Switch to Another Area

Quick Links

latest blogs

blog categories