Why Join EPT?

Increase your value to your clients
If you don't offer your clients living trusts, pension planning, tax and estate planning someone else will
A proven marketing plan to prospect for clients
Earn substantial real estate commissions
Realtors earn reoccurring solicitor fees in addition to real estate commissions
Realtors list and sell more highly valued real estate
Position yourself as a well informed professional that sophisticated clients want to do business with

Testimonials

United Planners

This is the best asset gathering tool I have ever come across. ...more

Jim Tausz, RIA & Securities Advisor

Jason Hawke, Securities Broker

The EPT Marketing system has positively changed the way I solicit for new clients and has given me an entirely different market niche and allows me to develop partnerships with new allies in the financial world... more

Jason S. Hawke

Tailored programs for these professions

Real Estate Professionals
Deferred Sales Trust, 1031 Exchange

Insurance Agents and Brokers
DST, Premium Financed Life Insurance, 419(e) Welfare Benefit Trust, Living Trust

Mortgage Lenders
DST, 1031 Exchange, Living Trust

Attorneys
DST, Living Trust, 1031 Exchange

Securities Advisors
DST, Living Trusts, 419 E Welfare Benefit Trust and Premium Financed Life Insurance with insurance licensing

CPA's & Tax Professionals
DST, Living Trusts

Banks & Financial Institutions
DST, Living Trusts, 419(e) Welfare Benefit Trusts, Premium Financed Life Insurance, 1031 Exchange

Title Insurance Representatives
DST, 1031 Exchange, Living Trusts

Qualified Intermediaries
DST, 1031 Exchange, Living Trusts

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