Title Reps
How Can Title Insurance Representatives Get The Attention Of Real Estate Professionals and Property Owners?
By introducing them to the Deferred Sales Trust.
The Deferred Sales Trust (DST), is a strategy to defer capital gains tax on the sale of a business or highly appreciated residential, investment or commercial property.
By introducing Realtors to the DST as a way for them to earn listings you can differentiate yourself from your competition and earn more business.
Estate Planning Team offers a DST lead generation website designed for you and your Realtor clients to market the DST to potential clients. By showing Realtors how they can benefit from EPT's web marketing tools you can earn their business by helping build their business.
In today's challenging marketplace, title insurance professionals are looking for ways to add value to the services they provide. By introducing Realtors and property owners to the DST as a tax efficient method to sell highly appreciated property, you can earn more title orders.
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.