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Why You Need the DST Marketing Tool


If you’re tired of wasting money on marketing, not filling up educational events, and losing out on business you could be competing for and winning, get the Deferred Sales Trust Marketing toolbox today. This powerful tax deferral marketing strategy will equip you to add more value to your existing clients, generate new leads, close more deals, and earn more referrals.
 
 
 
 
 
 

A marketing strategy which separates you from your compeition to help grow your sales funnel and close more deals!

 
 
 

Ready to Join Us? Next Steps:

How a DST marketing startegy will increase your revenue

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How does a Deferred Sales Trust work?

 
 
 

Why Join the Estate Planning Team?


In today's challenging and competitive market place, professionals are looking for innovative ways to earn business. How do you prospect for new clients and earn new business from your existing clients? How do you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry? The American Bankers Association estimates that over the next 20 years approximately $17 trillion dollars will exchange hands as one generation hands over its wealth to another.

 
 

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How do you tap into this wealth transfer?

Much of this wealth transfer will be highly appreciated real estate which creates capital gains tax exposure when sold. How do you turn this challenge into an opportunity?

The Estate Planning Team (EPT), is a membership organization with a turn-key marketing plan and the support of tax and legal professionals to help you tap into this wealth transfer by providing your clients with capital gains tax and estate planning (probate avoidance) solutions.

When you join Estate Planning Team you can offer your clients the Deferred Sales Trust™ (DST), a strategy to defer capital gains tax on the sale of highly appreciated property. With additional planning the DST can reduce or eliminate estate tax (death tax).

All members of EPT receive their own personalized lead generation website(s), a turn-key marketing plan with step-by-step instructions on how to earn valuable referral business, a guide to conducting effective seminars and how to fill your seminars with high net worth individuals.

The ability to defer capital gains taxes over an extended period of time is an obvious benefit to your client, but how does it increase your personal business income?

To view a short presentation on what the Estate Planning Team offers for your specific profession or to learn more about the mechanics of the Deferred Sales Trust™ and how the DST can help you grow your business sign up for a free webinar.

 

6 Core Disciplines That Create an
Effective DST Sales Funnel


Learn to become a capital gains tax deferral expert and create marketing material that will grow your business!
 
 

You Get The Complete Deferred Sales Trust Marketing Toolbox


This toolbox amounts to a complete turn key marketing system. All members of EPT Receive .

The basic building block of a business is adding tremendous value. Add more right now!

 

Who Teaches the Course?

Brett Swarts


Brett is the CEO of Capital Gains Tax Solutions. Together with his team and in partnership with the Estate Planning Team he provides trustee services and uses the, “Deferred Sales Trust” marketing framework to help business professionals grow their business. His passion is equipping professionals to help their clients win with their capital gains tax, increase cash flow, and keep more wealth in their estate. He conducts educational workshops every week with different real estate, business broker and financial industry professionals to help them prepare themselves and their team with a DST marketing strategy that works so they can set themselves apart from the competition.





How will the deferred sales trust marketing tool change your business?

These 6 Powerful Advantages Will Help You Grow Your Business:

         What’s my investment?

No cost to join or have a membership. How many potential clients are leaving your website or listing presentation without listing their business with you? Is your competitor communicating the deferred sales trust with your clients while you remain silent? How many sales are you missing out on every day because you don’t have a tax deferral option? Not having a deferral marketing strategy is costing you thousands, maybe even hundreds of thousands of dollars.

The Deferred Sales Trust Marketing Strategy 

Turn-Key Marketing System.

Official Training Available

Email and Social Media Sales Letter Templates Available

Back End Marketing and Conference Call Team Here to Help You!

 

 

What does this cost my client?

ONE TIME ATTORNEY FEE

1.5% of trust net proceeds
up to $1,000,000

1.25% of trust net proceeds
above $1,000,000

Includes Audit Defense & Tax and Legal Structure

 

ANNUAL TRUSTEE FEE

*50 basis points  +  Tax Return $750 range

Out of network investments (such as real estate or funding a real estate development project or business) – double the above 50 basis points annually for a total of (100 basis points) for funds removed from the trust into an LLC

+ one time 1.5% fee for funds removed, however, subtract the Financial Advisor Fees below.

ANNUAL FINANCIAL ADVISOR FEE

*50-100 basis points
depending on investments
+ DACA account Fee of $1500 every 18 months

Got questions? Call us at 916-866-2986

Become a member of Estate Planning Team