In today's challenging and competitive marketplace, professionals are looking for innovative ways to generate business and close deals. In today’s marketplace, professional advisors have to utilize multiple channels to prospect for new clients and earn new business from existing clients. How you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry will have a significant impact on your future success.

Do you have any clients with significant capital gains? Are they reluctant to sell their assets due to the tax consequences? The ability to offer your new and existing clients the proven capital gains tax deferral strategy of the Deferred Sales Trust™ provides both the ability to close a deal that otherwise may not have closed due to pending impact of the capital gains tax due upon sale and is a tool that will differentiate you competitors have positive downstream effects on referrals from your existing clients and their other advisors in supporting professions that become involved in closing a DST transaction.

Become a member of our network of experienced professionals so that you can offer the Deferred Sales Trust™ to your clients. There is no charge to become a professional member of our network. The DST marketing strategy is a good fit for professionals that include, but are not limited to, the following: