Preserve Wealth. Gain Opportunity.
Join our network to defer your clients’ capital gains taxes, while growing your business.
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Defer Your Clients’ Capital Gains Taxes
For more than 25 years, Estate Planning Team has been helping sellers benefit from the Deferred Sales Trust, a strategy that enables your clients to defer capital gains tax on the sale of highly appreciated assets.
If you have a client that’s reluctant to sell almost any type of asset due to the capital gains tax liability, we’d be happy to help. Join today to generate more business while delivering value to your clients through this powerful strategy.
Are you ready to turn challenges into opportunity?
The American Bankers Association estimates that over the next 20 years, approximately $17 trillion dollars will exchange hands as one generation hands over its wealth to another. Without innovation, how can you tap into this wealth transfer? Failure to innovate can lead to:
Inability to prospect for new clients
Lost business to competition
Decreased revenue from existing clients
Missed sales opportunities
Stagnate or stalled revenue
Weakened industry position
Learn how your profession can benefit from the Deferred Sales Trust.
Gain opportunity and grow your business today.
We are a membership group of legal and financial service professionals who help professionals like you preserve your client’s wealth and protect their estates. Our unique expertise will help you develop strategies aimed at deferring taxes and growing your client’s portfolios while minimizing risk.
EPT members receive:
Customized turnkey marketing materials
Personalized lead generation website
Web-based tracking system
The support of tax and legal professionals
Client PowerPoint presentations
Professional partners and referrals
"Joining the Estate Planning Team and incorporating the Deferred Sales Trust into my financial advisory practice has transformed my business and fast tracked it to a level that I could not have imagined as an independent producer. EPT's unique marketing support and offerings have enabled me to find bigger prospects and have a ton of success establishing long term successful relationships."
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John Balmer
Financial Advisor
"Joining the Estate Planning Team and incorporating the Deferred Sales Trust into my financial advisory practice has transformed my business and fast tracked it to a level that I could not have imagined as an independent producer. EPT's unique marketing support and offerings have enabled me to find bigger prospects and have a ton of success establishing long term successful relationships."
John Balmer
Financial Advisor
"Joining the Estate Planning Team and incorporating the Deferred Sales Trust into my financial advisory practice has transformed my business and fast tracked it to a level that I could not have imagined as an independent producer. EPT's unique marketing support and offerings have enabled me to find bigger prospects and have a ton of success establishing long term successful relationships."
John Balmer
Financial Advisor