WHO WE HELP
Banks and Financial Institutions
A New Opportunity
How Can Banks Uncover New Assets For Deposit and Earn Securities Commissions? By joining the Estate Planning Team and diversifying the services available to your clients.
When you join Estate Planning Team (“EPT”), your bank can offer property and business owners the Deferred Sales Trust (DST) to create new business opportunities beyond loans and traditional bank services.
The Deferred Sales Trust is a strategy to defer capital gains on the sale of highly appreciated residential, investment or commercial real estate. It can also serve as an alternative to a 1031 Exchange when a client wants to cash out of real estate or cannot find a replacement property for the 1031 Exchange.
When a Deferred Sales Trust closes, the proceeds generated from the sale of the asset must be expertly invested by the DST Trustee. These fees are paid every year that the assets are managed within the DST. The Deferred Sales Trust can not only help your bank earn more business, but your bank can earn financial services fees from the assets under management.
Estate Planning Team provides members with:
- Access to the Deferred Sales Trust, which can help to set you apart from the competition, build stronger relationships with clients and prospects, and generate more business.
- Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients.
- A marketing plan that will help you use the Deferred Sales Trust to connect with high-net-worth prospects.
- A personalized DST lead generation website and helpful guides to support your efforts.
- Help networking with other professionals to build mutually beneficial relationships.
Becoming an EPT member is absolutely free for Banks and Financial Institutions.
Becoming an EPT member is easy.
We provide a seamless onboarding process with instructions, training, and all the marketing and educational materials you’ll need. EPT membership is free for Banks and Financial Institutions.
Use your DST sales guide, marketing guide, and a multitude of free resources that make it easy for you to promote the Deferred Sales Trust to prospects and customers.