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Qualified Intermediaries (QI) Service Providers

How Do QI's Increase Business In This Challenging Market?

By joining the Estate Planning Team and offering your clients the Deferred Sales Trust in addition to the 1031 Exchange.

As a Qualified Intermediary Service Provider you are always searching for new ways to add value for your clients and earn new business.

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Estate Planning Team (EPT), is a membership organization with a turn-key business plan designed to help you earn new business.  EPT provides you with the marketing tools and expert tax and legal assistance to offer your clients estate and tax planning strategies including the Deferred Sales Trust (DST).

The DST is a strategy to defer capital gains on the sale of highly appreciated business, residential or commercial real estate.

The DST is also a viable alternative to a failing 1031 exchange or for those property owners who wish to cash out of real estate or cannot find a replacement property.  With the DST you can get the attention of Realtors and sophisticated property owners.

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.

Estate Planning Team offers a DST lead generation website designed for you and your Realtor clients to market the DST.  By introducing Realtors to the Deferred Sales Trustâ„¢ as a way for them to earn listings, you help separate yourself from the competition and earn Realtors business and referrals by helping them build their business.

You do not need to be a tax or legal expert to start increasing your business. Estate Planning Team provides you with the expert assistance of tax and estate planning attorneys as well as CPA's to answer your client's questions and create the necessary documents.

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 a marketing plan to use your website to generate leads.

Join now and start growing your business today!