Exclusive Life Insurance CE Course For Financial Planners and Life Insurance Professionals

You've Never Taken A CE On This Topic - Guaranteed

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 specifically to help sellers of highly-appreciated assets defer their capital gains taxes and collect a guaranteed stream of income.

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Sign up for our no-cost e-Letter, Exit Advisor Success Monthly below and receive, at no cost, our comprehensive manual, The Top 9 Ways to Sell Your Real Estate or Business. (Value: $29.97.) In this valuable newsletter you'll receive: Expert tips, strategies, and tools to integrate Exit Planning into your business Tools and information on how to grow your Financial Advisory business Industry trends, updates, and research Exclusive "how to" tutorials from the industrys top Exit Planning specialists aimed at helping you immediately grow your business and a whole lot more! Fill in your name and email address below and we'll immediately send you your manual and your first issue of Exit Advisor Success Monthly. Yes, I'd like to receive Exit Advisor Success Monthly and my FREE "Top 9 Ways" Manual... We respect your privacy

FREE Gift for Subscribing!         (currently selling for $29.97)   "Your newsletter is one of the ones that I truly look forward to getting each and every month. It always has information that I can use and put to practice in my business " Matt M. Financial Planner San Francisco, CA "Very thorough… covers all of the bases from start to finish and leaves me with no questions…” Steve C. Exit Planner Woodland Hills, CA

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 Structurd Sale has grown to be an important part of my practice..." “The Structured Sale has grown to be an important part of my practice.  This technique allows me to offer my clients a tax deferral alternative that has the safety of a cash sale and the tax benefits of an installment sale.  I believe that we are just beginning to scratch of the surface of potential for this market. As the market becomes crowded with advisors experimenting in this area,  it is vital that a professional advisor, to set him or herself apart,  be thoroughly educated on the technique itself and all of the related tax and transactional issues.” Steven R. Craig, MSFS Chartered Financial Consultant California

 

"Our first Structured Sale annuity transaction took just 3 days to implement... and earned us a nice commission..." “We've found that the Structured Sale annuity truly fills a gap in the current marketplace and helps us advisors to better integrate a conservative and predictable element into the overall exit plan for our clients. In addition, our first Structured Sale annuity transaction took just 3 days to implement from start to finish and it earned us a nice $5,400 commission on a very small (well below the average transaction size) and easy transaction. Not to mention the actual savings in over $130,000 in capital gains taxes for our client* ” Trevor Mauch Financial Strategist Portland, Oregon *With this transaction, the client was able to completely wipe out the $130,000 in capital gains taxes because of offsetting losses that would occur over the next 2 years. This situation is unique. The Structured Sale annuity is a capital gains deferral tool, and when combined with offsetting capital losses, it can enable a seller to decrease their capital gains tax owed.

 

The Structured Sale Annuity Life Insurance Continuing Education Course: Learn the Strategy

If you aren’t sure this capital gains deferral strategy is for you and your business, but you’d like to learn more about it, take the Structured Sale Annuity certified life insurance CE course. In this one-hour continuing education course from Settlement Institute, you will:

• Learn about this little-known — but growing — capital gains deferral strategy. Find out why — and how — the strategy is different from the others. Read case studies of transactions that use the strategy.
• Learn about the tax law that makes the strategy work (as written by Robert W. Wood,  named the number six tax lawyer in the country by the United States Lawyer Rankings 2007).
• Learn how you can add this annuity strategy to your practice. Get a walk-through of the steps involved in putting this strategy to work.
• Learn why the Private Annuity Trust, which is now obsolete as a tax deferral vehicle, is completely different from this strategy.

Sign up for the Structured Sale Annuity Life Insurance CE course (just $17)

**This CE course is brand new and exclusive to The Settlement Institute. We realize you can earn CE credits for a fraction of the investment; however, this course is the first on the topic anywhere and this strategy can potentially add a significant stream of revenue to your bottom line and help you serve your clients better.

CLICK HERE sign up for and take this exclusive CE course on the Structured Sale Annuity <<

 

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:

• How the Ensured Installment Sale™ (structured sale) works, from start to finish, and exactly what type of annuity it uses.

• 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

• How the Ensured Installment Sale™ compares to other exit strategies.

• How to provide your client with complete peace-of-mind at no cost to them.

• How to design an effective and powerful Ensured Installment Sale™ annuity income stream to maximize the benefits to your client.

• How to use the Ensured Installment Sale™ as a backup plan for a failed 1031 exchange.*

• How the Ensured Installment Sale™ fills the current void in exit strategy offerings.

• 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.

• 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.

• How the Structured Sale annuity strategy creates a guaranteed stream of income for your client, defers capital gains taxes, and follows current tax code.

• The exact annuity guidelines and why typical life insurance producers cannot work directly with the annuity issuer to write these annuities (even if you work for Allstate or Prudential you typically cannot work directly with them. Find out how to offer these annuities in this CE course)

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

CLICK HERE sign up for and take this exclusive CE course on
the Structured Sale Annuity <<

Learn From 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 companies

Jack 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.

"Covers all of the bases from start to finish ..." "Very thorough presentation… covers all of the bases from start to finish and left me with no questions…”   Steven R. Craig, MSFS Chartered Financial Consultant California

 

"I had a chance to go through module 1 and my experience was excellent..." "I had a chance to go through module 1 and my experience was excellent.  The material was well laid out, the system worked flawlessly and the information gives me an excellent understanding the process and strategy. It was great, kudos to everyone. I look forward to completing the remaining modules. Thanks,Vic"   Victor G. Financial Planner San Diego, California

 

"I have never had a more supportive or informative experience with a company..." “I just joined and am about done...   I have never had a more supportive and informative experience with a company since my employment with the NASD in Washington D.C.  I hope to offer competent and well received introductions to the Ensured Installment Sale over the next 12 months.  I am rather new in the entire market but it looks promising!”   Joey T.D. Financial Strategist Temecula, California

 

 

Begin learning this capital gains deferral strategy now...

Yes, I would like to sign up for the Structured Sale Annuity Life Insurance Continuing Education Course , so I can learn more about this annuity strategy and earn CE credit in the process. I understand that, in this course, I will: Earn one hour of life insurance continuing education credit (through our partner QuestCE). Learn about this annuitized capital gains deferral strategy. Find out why — and how — the strategy is different from the others (includes case studies of transactions that use the strategy). Learn about the tax law that makes the strategy work (as supported by Robert W. Wood, named the number six tax lawyer in the country by the United States Lawyer Rankings 2007). Learn how I can add this annuity strategy to my practice (includes a walk-through of the steps involved in putting this strategy to work). Learn why the Private Annuity Trust, which is now obsolete as a tax deferral vehicle, is completely different from this strategy. Learn the exact annuity guidelines and how this annuity is different from the annuities you are used to using Learn how the annuity product was created and the exact uses that it is good for in the capital gains deferral world How this annuity can help sellers of appreciated assets such as real estate or business defer their capital gains taxes and receive a guaranteed stream of income. ... and more. CLICK HERE sign up for and take this exclusive CE course on the Structured Sale Annuity << ...or to learn more about the CE course at our FAQ page click here << WAIT... On second thought, I’d like to find out more about membership in the Exit Advisors Training Network before I make my decision. I understand that membership in the network will not only include the Structured Sale Annuity CE course, but will also give me everything else I need to start offering the strategy to my clients and earning lucrative commissions on these annuities. By joining the Exit Advisors Training Network you save $67 because the CE course is included!

Click here to get started with your Structured Sale Annuity CE training course immediately 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.)

Sign up for our no-cost e-Letter, Exit Advisor Success Monthly below and receive, at no cost, our comprehensive manual, The Top 9 Ways to Sell Your Real Estate or Business. (Value: $29.97.) In this valuable newsletter you'll receive: Expert tips, strategies, and tools to integrate Exit Planning into your business Tools and information on how to grow your Financial Advisory business Industry trends, updates, and research Exclusive "how to" tutorials from the industrys top Exit Planning specialists aimed at helping you immediately grow your business and a whole lot more! Fill in your name and email address below and we'll immediately send you your manual and your first issue of Exit Advisor Success Monthly. Yes, I'd like to receive Exit Advisor Success Monthly and my FREE "Top 9 Ways" Manual... We respect your privacy

FREE Gift for Subscribing!         (currently selling for $29.97)     "Your newsletter is one of the ones that I truly look forward to getting each and every month. It always has information that I can use and put to practice in my business " Matt M. Financial Planner San Francisco, CA "Very thorough… covers all of the bases from start to finish and leaves me with no questions…” Steve C. Exit Planner Woodland Hills, CA

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.

Thank you for your trust, Jack Meligan CSSC, BCFE Director The Settlement Institute Toll Free: 800-666-5854 www.settlementinstitute.org P.S. - To be among the first professional advisors in your area to learn of this growing strategy, be sure to take action and enroll soon. Those advisors who continue to grow and learn new strategies are the ones who tend to come out ahead.   Still have questions? Read our CE FAQ Want to make more money with your exit planning business? Click here to request your free brochure for our Exit Advisors Affiliate Training.

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