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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 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. 

Estate Planning Team provides members with:

  • 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 networking plan to earn high net worth client referrals directly from other professionals.
  • A marketing plan to use the DST to connect with high-net-worth prospects.
  • A personalized DST lead generation website and marketing guide on how use your website to generate leads.

Join now and start growing your business today!