WHO WE HELP
Insurance Professionals
A Powerful Growth Tool
In today’s competitive financial world, insurance professionals need to distinguish themselves from the crowd and bring added value to their clients. How will you differentiate yourself?
Many of your clients are likely hesitant to sell their highly appreciated assets because of capital gains taxes. The Deferred Sales Trust (DST) can be a great solution, as it can help your clients defer ALL of their capital gains tax and deprecation recapture, and potentially earn on the money that would have otherwise gone to Uncle Sam.
Better yet, when the DST closes, the proceeds generated from the asset sale need to be expertly invested. You’ll have the opportunity to serve as the financial professional for the insurance based investments, bringing you more commissions and potential referrals.
What can you do with the DST?
- Sellers are provided with diversification, flexibility, and liquidity.
- You’ll have the opportunity to build stronger relationships with your clients by providing the solution they’ve been looking for.
- You’ll earn more commissions as you separate yourself from your competitors.
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 $50/month plus a $50 one-time setup charge, and you can cancel anytime.
Estate Planning Team provides members with:
- Access to the DST, which can help to set you apart from the competition, build stronger relationships with your clients and prospects, and generate more insurance 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 DST connect with high-net-worth prospects.
- A personalized DST lead generation website and helpful guides to support your efforts.
- Guidance on how to build a network of professionals that refer you business.
