Banks & Financial Institutions

How Can Banks Uncover New Assets For Deposit and Earn Securities Commissions and Reoccurring Referral Fees?

By joining the Estate Planning Team and diversifying the services available to your clients and prospective clients!Visit a sample site

When you join the Estate Planning Team ("EPT"), your bank can offer property and business owners The Deferred Sales Trust™ and diversify the bank's business opportunities beyond loans and traditional bank services. The DST is a strategy to defer capital gains on the sale of a business or highly appreciated residential, investment or commercial real estate.  The DST is 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.

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. Much of this wealth is in the form of highly appreciated real estate.  As baby boomers retire and choose to sell their business or real estate they will be looking for ways to defer capital gains and reduce estate taxes. This wealth transfer challenge presents an astounding opportunity for those banks and financial institutions prepared to offer their clients estate and tax planning. 

EPT is a membership organization empowering banks and other professionals with marketing tools and the assistance of tax and legal professionals to implement Living Trusts, 419(e) Welfare Benefit Trusts, Premium Financed Life Insurance, 1031 Exchanges and the DST. In addition to increasing business your bank can earn financial services fees from the assets under management.

When a DST™ closes, the proceeds generated from the sale of the asset must be expertly invested by the DST Professional Trustee. These fees are paid every year that the assets are managed within the DST™.   Offering your clients Living Trusts, 1031 exchanges, 419(e) Welfare Benefit Trusts or Premium Financing Life Insurance brings value to your clients and increases the avenues of revenue for your bank.

What does my Estate Planning Team membership include?

  • A comprehensive marketing plan

  • Personalized lead generation websites

  • Web based tracking system

  • Customized marketing materials

  • Client PowerPoint presentations

  • Seminar tool kit

  • The Support of tax and estate planning experts

  • Weekly training webinars

Join now and start growing your business today!