WHO WE HELP

Financial Advisors

A Powerful Asset Gathering Tool

After working with countless financial advisors over the last 25+ years, we know that you have clients who are hesitant to sell their highly appreciated assets because of capital gains taxes. By introducing your clients to the Deferred Sales Trust (DST), you can help them defer all of their capital gains and depreciation recapture taxes, and potentially earn on the money that would have otherwise been immediately paid in taxes.

Being able to offer this solution will not only strengthen your relationship with your clients, but will also provide you with an extraordinary business opportunity. When a highly appreciated asset is sold using the DST, the sales proceeds must be expertly invested, and whenever you generate the DST case, you’ll have the valuable opportunity to manage the DST assets.

Estate Planning Team provides members with:

  • Access to the DST, which can help to set you apart from the competition, build stronger relationships with clients and prospects, and generate more AUM.
  • 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 DST 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 easy.

We provide a seamless onboarding process with instructions, training, and all the marketing and educational materials you’ll need. The cost is only $40/month plus a $50 one-time setup charge, and you can cancel anytime.

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Member Benefits

  • A personalized website to help you generate leads.
  • The DST sales guide, marketing guide, and a multitude of resources that make it easy for you to promote the DST to prospects and customers.
  • Assistance of pension planning experts, CPA’s and attorneys to implement estate and tax planning strategies for their clients.
  • The opportunity to establish mutually beneficial relationships with CPA’s, attorneys, real estate agents, and other professionals who will want to refer their high-net-worth clients to you.