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 Trustâ„¢ 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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The 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 Trustâ„¢ (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.

The Estate Planning Team offers DST & 1031 exchange lead generation websites designed for you and your Realtor clients to market the DST and 1031 Exchange to potential clients.  By introducing Realtors to the Deferred Sales Trustâ„¢ and the1031 exchange 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.

In addition you may also be eligible to earn reoccurring solicitor fees on every closed DST or assets managed in a Living Trust.  When a DST closes, the proceeds generated from the sale of the assets must be expertly invested by the DST trustee. Depending upon the state in which you reside, you may be eligible to earn reoccurring solicitor fees on each closed DST.  This fee is a percentage of the investment manager's fee and is paid to you every year that the assets are managed within the DST. 

Imagine how you can now substantially increase your business revenue! Not only will you earn your traditional Qualified Intermediary Service fees, but you may earn reoccurring solicitor fees.

You do not need to be a tax or legal expert to start increasing your business. The 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.

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!


*Certain licensed professionals may be eligible to receive solicitors fees if their resident state permits. Please contact EPT for more information pertaining to whether you are eligible to participate in the EPT Partners Program.