Financial Planners and Life Insurance Professionals
Do you want to make more money, serve your existing clients better, and extend your client base?
Learn about the powerful Ensured Installment Sale™ (Structured Sale annuity) for capital gains deferral.
The strategy uses a powerful annuity product created by the Allstate Insurance Company to save money for sellers of highly-appreciated assets. Through this strategy, your clients can defer capital gains taxes and collect a guaranteed stream of income. And the annuities are backed by the companies who now offer these annuities: Allstate Life and Prudential Life
(several other large life companies have expressed their intent in entering the market soon).
Not affected by recent IRS decision against private annuities
This strategy was not affectedby the recent IRS decision against the use of private annuities for capital gains deferral. In addition, it has been reviewed recently by The Wall Street Journal, Gains and Losses, and other top tax and legal publications and authorities. They declared it to be a valuable capital gains deferral strategy for the future.
The Exit Advisors Training Network™: Learn it and put it to work for you now
The Exit Advisors Training Network not only offers you the Structured Sale Annuity in-depth CE course, which will help you learn about the strategy. It also provides all the information, materials, training, and advice you’ll need to begin offering the strategy now. Join the network now for just ($397).
Here’s what’s included when you join the Exit Advisors Training Network:
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Full training on the strategy and how to put it to work for you. It offers more than five hours of multi-media training.
Plus:
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A 98-minute tele-seminar on the structured sale, from a legal and tax perspective, with Robert W. Wood. (Robert Wood was named the nation’s number six tax attorney by the United States Lawyer Rankings 2007.)
- Qualification for affiliation with Ensured Installment Sale™, one of the nation's top providers of the structured sale.
- The only approved training program for Settlement Professionals, Inc., brokers for both the Allstate and Prudential products (and our sister company).
- Immediate access to step-by-step transaction documents for available annuity issuers.
- Access to branded marketing material templates that have been proved to work. Includes email messages, letters, brochures and other templates.
- Networking with other members and professional advisors, and access to all future updates on strategies and marketing ideas.
The Exit Advisors Training Network is an on-going resource for you. It is your connection to the world of exit advisors. Some of the nation’s most respected tax, financial, and real estate experts work with The Exit Advisors Training Network. You can always tap into their knowledge (and to the knowledge of your fellow members) by simply logging on and posing your problem or asking your question.
part of my practice..." |
Steven R. Craig, MSFS
to implement... and earned us a nice commission ..." |
What you will learn:
You’ll learn about the Ensured Installment Sale™ (structured sale annuity), which is a new — and virtually unknown — capital gains deferral strategy that enables sellers of highly appreciated assets to: defer capital gains tax; turn their asset into a guaranteed stream of secure income, and custom-design the payout terms they wish to receive.
The annuity was created by the Allstate Insurance Company, but Prudential now offers the product, and more companies have expressed their intentions to enter the market. In addition, you will learn about these vital issues, step-by-step:
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How the Ensured Installment Sale™ (structured sale) works, from start to finish, and exactly what type of annuity it uses.
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How you can add the Ensured Installment Sale™ to your offerings so you can give greater help to your clients while you make more money
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How the Ensured Installment Sale™ compares to other exit strategies.
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How to provide your client with complete peace-of-mind at no cost to them.
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How to design an effective and powerful Ensured Installment Sale™ annuity income stream to maximize the benefits to your client.
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How to use the Ensured Installment Sale™ as a backup plan for a failed 1031 exchange.*
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How the Ensured Installment Sale™ fills the current void in exit strategy offerings.
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How the Ensured Installment Sale™ is completely different from a private annuity trust, and why it was not affected by the recent IRS ruling against private annuities.
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Why the annuity issuers who offer the Structured Sale annuity allow only certain brokers to offer the annuity, and how you can begin to offer the annuity strategy yourself.
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How the Structured Sale annuity strategy creates a guaranteed stream of income for your client, defers capital gains taxes, and follows current tax code.
Read what a few experts have recently written on the topic:
- Structured Sales in 2007: Top tax attorney Robert W. Wood (ranked the #6 tax attorney in the U.S.)
- A CPA's View on the Structured Sale: Larry Weiss CPA - SFAA
- Structured Sales of Appreciated Property- A Space Age Use for Fixed Immediate Annuities: David M. Cordell PhD, CFA, CFP, CLU
Learn From - and be a part of - a community of experts
The Settlement Institute is a nationwide leader in the education of professional advisers in exit planning and other business-building techniques. It specializes in teaching cutting-edge exit strategies and capital gains deferral techniques.
Through the Exit Advisors Training Network, the institute makes its resources, as well as the collective knowledge of all its members and associates, available to you. And those resources are at your fingertips, online, any time, every day.
Sister-company of Settlement Professionals, Inc.
The Settlement Institute was founded by (and is overseen by) the founders of Settlement Professionals Inc., a national tax and financial firm with more than 22 years experience as an industry leader. Settlement Professionals is affiliated as a broker with Allstate Insurance Company and Prudential, the only companies that offer these annuity products.
Jack Meligan: A founder of both companiesJack L. Meligan, CSSC, BCFE, who has been in the financial services industry since 1979, first founded Settlement Professionals, Inc., in 1985 and then, in 2007 he founded the Settlement Institute to provide educational opportunities to financial services advisors. He has specialized in the structured settlement marketplace, with special emphasis on comparative analysis of structured annuities vs. alternative investment options. He is the author of many articles on structured settlements, including:
“Conflicts of Interest in Structured Settlements,” Oregon Trial Lawyer, July/September 1985, Volume 13, Number 3.
“Social Security — Worker's Compensation Offsets,” Structured Financial Associates Report, IJuly/August/September, 1993 Quarterly Newsletter.
“Structured Settlements,” Oregon State Bar, In Brief, July 1995.
“Structured Settlements,” Lawyers Mutual Insurance Co. of Kentucky, Winter, 1995, Volume 7, Issue 1.
“Using Plaintiff Structured Settlement Specialists,” TRIAL, April 1999
Top notch education in tax, finance, and real estate
The Settlement Institute works with some of the most highly- respected tax, financial, and real estate experts in the nation. In doing so, it creates top-quality educational resources that are aimed at increasing the knowledge of professional advisors in the financial and exit planning industries.
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experience was excellent..." |
experience with a company..." |
Begin learning this capital gains deferral strategy - and adding it to your practice now?
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Yes, I would like to join the Exit Advisors Training Network™, so I can start incorporating this strategy in my business. I understand that membership includes
CLICK HERE Join the Exit Advisors Training Network now << or to learn more about the program at our FAQ page click here <<
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Option #
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If you know you want to learn about the strategy, but not quite ready to incorporate it into your practice and begin earning larger commissions today, you can take our "a la cart" version which is the Life Insurance CE course only. CLICK HERE to learn more about the Structured Sale Annuity CE Course and gain instant access today!
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Choose one of the two options above to get started and begin learning about the Structured Sale Annuity product and how it can help your clients reach their capital gains deferral goals while at the same time adding a lucrative stream of revenue to your bottom line.
Then, be sure to subscribe to our Exit Advisor Success Monthly e-Letter below and receive our Top 9 Ways to Sell Your Real Estate or Business comprehensive manual, at no cost (we are currently selling this manual for $29.97, you get this manual for free just for filling out the form below.)
As you will learn, the Structured Sale Annuity strategy fills the gap that currently exists in the exit strategy industry. Learn more about the strategy and put it to work in your business today by joining our Exit Advisor Training Network or go a la carte and just take the Structured Sale Annuity CE Course. The choice is yours, but hurry before rest of your competition learns about the strategy and puts it to practice before you!
We look forward to helping you grow your financial advisory business and we'll see you inside the network.