WHO WE HELP
Title Reps
Stay Relevant
To succeed in today’s competitive real estate market, title reps are seeking new ways to generate business and recurring income. You’ve undoubtedly seen first-hand how many sellers would benefit from capital gains tax deferral. The Deferred Sales Trust (DST) can provide you with the opportunities that you’ve been looking for by helping those individuals.
The Deferred Sales Trust (DST) can help clients defer ALL of their capital gains tax and depreciation recapture, and potentially earn on the money that would have otherwise gone to Uncle Sam. This strategy can be utilized for highly appreciated residential, investment, or commercial property. By introducing real estate professionals to the DST as a way for them to earn more listings, you’ll have the opportunity to earn more business.
Estate Planning Team provides members with:
- Access to the DST, which can help to set you apart from the competition, build stronger relationships with real estate professionals, 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 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 absolutely free for Title Reps!
We provide a seamless onboarding process with instructions, training, and all the marketing and educational materials you’ll need.