WHO WE HELP
Mortgage Lenders
Increase Referrals
The top Mortgage Lenders are able to offer insights on tax deferral opportunities to sellers of highly appreciated residential, investment and commercial real estate property. It’s essential to not only be able to provide this education, but to find new ways to market and grow your business in today’s challenging environment.. The Deferred Sales Trust (DST) can be a great way to provide the niche solution that your clients need.
The Deferred Sales Trust (DST) can help your clients defer ALL of their capital gains and potentially earn on the money that would have otherwise gone to Uncle Sam. The DST can also be an alternative to a 1031 exchange when a client wants or needs to cash out of real estate or cannot find a replacement property for the 1031 Exchange. With the Deferred Sales Trust, you can lead clients to a strategy that provides them with a solution to defer taxes, while earning an income stream.
EPT members receive:
- Access to the DST, which can help to set you apart from the competition, open meaningful conversations with wealthy prospects and existing clients.
- Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients.
- A personalized DST lead generation website and helpful guides to support your efforts
Becoming an EPT member is easy and absolutely free, with no charge for mortgage lenders and requires no additional licensing.
We provide a seamless onboarding process with instructions, training, and all the marketing and educational materials you’ll need. Use your DST sales guide, marketing guide, and a multitude of free resources that make it easy for you to promote the DST to prospects and customers.