Benefits

Health Insurance Plans

The Southeast Region team is dedicated to providing their agents with the tools and resources to be successful.

Health Benefits are a critical component in assuring your financial well being. You have decided to take the first step to financial freedom by becoming a Southeast Region Associate, and we want to provide the Health Benefit options to ensure that journey is a secure one for both you and your family.

For more information please visit the website Associate Health Benefits.

401 K Saving Plans

“Solo” 401k Benefits

  • Reduce your taxes-contributes up to $49,000 are deductible from your taxable income and accrue tax free until they are withdrawn
  • Save money for the golden years of your life- save money “tax deferral” for retirement
  • Spouses who work in the business can contribute to the 401k in addition to you!

Advantages of the 401k Plans Specially Designed For Us!

  • Investments are objectively selected and monitored by 401k ProAdvisor
  • Offers low cost index and institutional share classes
  • Discounted setup and annual administrative fees for Solo 401k (owner only) plans
  • Professionally managed model portfolios-designed for risk-conscious investors

For more information please visit the website 401k Planning.

Legal Identity Protection Program

 

Vicky Lynn Methven, CITRMS Independent Associate Small Business Trainer Group Benefits Specialist   

Vicki

Through the Partnership with the KW Southeast, LegalShield is here to provide our Brokers, Agents & their  families, Access to legal and Identity Theft protection, no matter how Traumatic or Trivial, without worrying about high hourly costs.  LegalShieldsm and Identity Theft Shield, help  protect the legal rights of families, small businesses and commercial drivers.  But most importantly through our partnership, you have Agents that are dedicated to our Brokers and Agents to leverage these services to benefit your businesses and families.  All available services can be previewed at www.KWSoutheastPartner.com

Vicky specializes in the Small Business and Employee Benefits divisions.  She and her team are here to affordably, help protect, promote and grow your business and provide all of our agents access to a plan to fit their families specific needs as well.  All at no out of pocket expense to the Brokerage.

Most Fortune 100 companies offer a similar benefit, now we do too.

Convenient Online Enrollment available at www.KWSoutheastPartner.com or simply contact your

Partner Agent Directly  at (425) 890-0441 or Vicky@VickyMethven.com

Please ask about Group discounts for your office or call to set up a private meeting via web interface.