Staff members of Senior Benefit Services, Inc. and realtors of CLIMB Properties gathered for a grand opening of their new offices at 112 E. Main Street in Thurmont on Saturday, September 21, 2019.
Senior Benefits Services (SBS)celebrates a new beginning in the new space, having moved from offices on Water Street in Thurmont. Senior Benefits’ Phyllis Nizer said, “Today is a very important day for us at SBS. We’ve grown into a new location in this beautiful older home in Thurmont to continue serving your Medicare and retirement needs for all ages, not just 65 and over.”
Karen Simundson of Senior Benefits Services has been in Insurance for 20 years. She recruits and manages agents for Senior Benefits, which has a corporate office in Hagerstown, Maryland. She said, “We added a Thurmont office a handful of years ago but outgrew our spaces. I bought the Main Street house to be a permanent fixture in business here.”
She explained, “At SBS we provide retirement and insurance services that take folks from employee to retiree as seamlessly as possible. We do 401K & IRA rolls, income planning, life insurance, and many indemnity plans. We know Medicare inside and out, but also review folks’ group benefits that they may be able to keep at retirement. We educate so one knows what they have, how to use it, and any exposure they may be responsible for down the road.”
It’s important to note that all SBS services are free, so it’s free to look, shop, compare! SBS has four agents in Thurmont. They are licensed in Maryland, Pennsylvania, West Virginia, and Virginia.
Call Senior Benefits Services at 301-271-4040 or visit www.seniorbenefitclient.com for more information.
When CLIMB Properties broker Caron Kinsey started making a list in order to start her own company, the five W’s (who, what, where, when, why) were answered, the model thought through, and CLIMB Properties became a reality. Caron attended broker class over an hour away, in each direction, three days a week for four months, sometimes having to drive in snow and icy conditions. She then secured office space, conquered business logistics, and, of course, enlisted real estate agents. Caron worked with one agent who followed her from RE/MAX to start CLIMB. She then added another and then another. The business model was based on Caron’s own agent experiences that inspired her unique brokerage perspective. She explained, “What can CLIMB Properties do for their agents, instead of how much do agents give to their traditional brokers.” Caron felt that the brokerage was designed “by an agent for an agent,” which is not the normal flow of the real estate business.
Now, two-and-a-half years later, CLIMB has 15 agents, 1 administrative manager, and 3 offices (Frederick, Hagerstown, and Thurmont). CLIMB Properties is licensed in Maryland, Pennsylvania, and West Virginia, and services clients in residential, commercial, land and farms, and investors, with specialties in luxury homes, estates, and historic properties.
CLIMB Properties hopes to add 5 more licensed real estate agents by the end of 2019, and ultimately grow to about 50. As CLIMB’s tag line reads, “helping their clients AND their agents reach new heights” is the number one goal!
Call CLIMB at 240-215-6533 or visit www.climbproperties.com for more information.