Are you a professional advisor such as a Financial Planner, CPA, Attorney, Real Estate or Business Broker, or Exit Strategist?
... if so, this may be the most important letter you read all year.
As a professional advisor to sellers of highly appreciated assets, you are given the responsibility to advise your client on the best possible solution for their particular situation.
Each seller is different and has different financial and lifestyle goals in mind. That is why you, as a valued professional advisor, should equip yourself with as many strategies, techniques, and tools as possible so you can serve your client with the best possible exit strategy.
Settlement Professionals Inc, the nation's #1 authority and trainer on the strategy, is here to assist you in building your business and advising your clients on the powerful sales technique called the Ensured Installment Sale (aka. Structured Sale).
The Ensured Installment Sale is one of the most powerful appreciated asset sales methods available and is a much improved alternative over the now defunct Private Annuity Trust. Because of the high demand the industry is seeing for the Ensured Installment Sale, we have decided to partner with professionals such as yourself to offer it as a valid strategy to both meet your clients financial and lifestyle goals as well as provide your company with another lucrative income stream.
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Exit Advisors Affiliate Program
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Many people would...
So we created a comprehensive brochure that will walk you through the entire program from start to finish.
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What is the Ensured Installment Sale™?
The Ensured Installment Sale™ is a capital gains tax deferral strategy that enables the seller of highly appreciated assets such as real estate and businesses to collect fully customizable installment paymentsGUARANTEED by a Fortune 50 life insurance company. Currently only Allstate Life or Prudential Life offer the Structured Sale annuity.
This strategy was developed by Allstate Insurance in 2005 and has become more and more popular... even garnering attention from the Wall Street Journal and other top authorities in the tax and financial world.
One of the nation's top tax attorneys, Robert W. Wood - Wood and Porter San Fransisco, has written several widely read articles on the Structured Sale which speak extremely positively of the strategy from a tax standpoint. Mr. Wood was recognized by Forbes Magazine by naming his firm to the "America's Best Lawyers" list. Mr. Wood and his opinion on tax related issues are well respected in the tax arena.*
(*Rob Wood is not associated with SPI or The Settlement Institute and does not in any way promote the Exit Advisors Affiliate Program. His name is mentioned strictly to refer to his opinion on the Structured Sale as a tax deferral strategy and does not constitute an endorsement.)
It goes without saying... but I'll say it anyway...
(Click for Rob Wood article on this strategy >>Article)
The Ensured Installment Sale™ (aka Structured Sale) is a solid strategy backed by some of the nations top tax and legal minds!
Ensured Installment Sales™ are nothing like the now defunct Private Annuity Trust. The Ensured Installment Sale™ actually follows the IRS guidelines... rather than tramples all over them like the PAT did.
Click Below to read an annuity issuers statement on the IRS ruling on the PAT
In essence, the seller sells his asset to a cash and/or financing buyer... and is still able to defer his or her capital gains tax (for as long as they want!) and collect a GUARANTEED stream of income (that the seller helps design!) that is 100% backed by the Fortune 50 Life Insurance company. You can't get a whole lot safer than that!
Basically, the seller gets all of the benefits of an installment sale... WITHOUT THE RISK!
Better yet... it usually doesn't cost the seller, buyer, professional advisor, etc. anything at all to use this strategy. No ongoing maintenance fees, no set up fees, NONE.
Can you imagine actually offering your client a strategy that truly doesn't cost them anything... but that you still earn a nice profit from?
What is the Exit Advisors Affiliate Program™
The Exit Advisors Affiliate Program™ is an affiliation between Settlement Professionals Inc., a national structured annuity specialist, and you – the professional advisor to offer the Ensured Installment Sale™ to your clients coupled with the industry's best service and support from SPI.
By joining the Exit Advisors Affiliate Program™ you are choosing to equip yourself with one of the newest and most effective tools for deferring capital gains tax, providing a guaranteed stream of income... not to mention the many other benefits it offers.
The Affiliate program enables you to offer this strategy to your clients and earn large commissions in doing so. For instance, for a $1,000,000 annuity, you can earn up to $30,000. With the average size of these transactions being between $500,000 and $1,000,000... these commissions can really add a nice income stream to your current business.
To this date, the largest Ensured Installment Sale transaction through one of the annuity issuers is around $8,000,000 (that's up to a $240,000 commission!). The reason for the top transaction of around $8,000,000 is because of the "Special Interest" rule that charges the seller on capital gains of over $5,000,000 an interest penalty for every dollar over the $5,000,000 mark. For this reason, the Ensured Installment Sale is most effective for deferrals of $5,000,000 or less... which is an extremely large and ever growing market.
So, why can't you just work directly through the annuity issuer rather than working with us?
The answer is both simple and a bit complicated.
Simple...
Because the two annuity issuers offering the Structurd Sale as of now require those who offer the Structured Sale to be certified and appointed Structured annuity brokers. Standard life insurance agents cannot work directly with the annuity issuer as of now.
Complicated...
The annuities used in these transactions are structured annuities borrowed from the Structured Settlement industry. They run by different rules than normal annuities and require a certain designation and series of training to sell them.
As of now, there are less than 30 companies in the entire U.S. (SPI is among the top in the industry) that qualify and are designated to offer these annuities directly from the annuity issuer... and less than 500 industry professionals within these companies.
Until now, no one outside of these companies can offer the Ensured Installment Sale™ and earn commissions this high. The Exit Advisors Affiliate Program was created to enable professional advisors to transact the Ensured Installment Sale™ through our company... and earn most of the commission generated by the annuity placement.
After all, why should your client have to work with us rather than you to use this strategy?
We don't think they should.
Who can join the Exit Advisors Affiliate Program™
The only requirements for joining the Exit Advisors Affiliate Program™ are:
You must have a valid and current life insurance license in the states you wish to solicit business
You must have current Errors and Omissions insurance coverage to cover yourself and Settlement Professionals Inc. of at least $1,000,000 in case of any quoting or transaction error
You must go through the comprehensive multimedia training on the Ensured Installment Sale™ in our Exit Advisors Affiliate Resource Portal so you can advise your clients accurately and be certified by us
You must be certified by SPI to offer the Ensured Installment Sale™.
NOTE: If you currently do not have your Errors and Omissions Insurance coverage, you can still join the affiliate program now, and obtain your coverage later. Joining now ensures your spot in the exclusive network and grants you access to all training, materials, marketing, and everything else that goes along with the Exit Advisors Affiliate Program. In order to enjoy the full commission benefits of the affiliate program E & O Insurance is required. If you do not have current E & O Insurance, feel free to contact us at 800-666-5584 for a referral to a reputable E & O carrier.
What is included in the Exit Advisors Affiliate Program™
We truly want you to be successful in building an income stream from the Exit Advisors Affiliate Program™. As a result, our affiliates are provided with many benefits including:
The most comprehensive and advanced training on the Ensured Installment Sale™ (Structured Sale) anywhere! With this online multimedia training by the Settlement Education Institute you can access it anytime – from anywhere. (you have over 4 hours of audio and video training at your disposal)
An online portal for ALL transaction documents in both PDF and word.doc formats for easy access through the Settlement Education Institute
Updated industry news, techniques, and training to keep you abreast on the newest developments on exit planning and the Ensured Installment Sale
Our back office processes all transaction paperwork and sends your commission directly to you within 72 hours after we receive it
Marketing templates and ads to use to market the Ensured Installment Sale (We are also working on creating a package of customized marketing materials which you can purchase at very reasonable rates directly from the print shop… saving you time and money in addition to giving you a professional marketing piece to give to your clients)
Our PR and marketing efforts funnel prospects through our system, where we then refer the prospects to our loyal affiliates. This prospect becomes your customer and you can benefit from years of advisory services you may provide them
If we cannot help our clients by using the Ensured Installment Sale™, we gladly refer them to our affiliates who offer different strategies that can better help the client meet their goals
Our periodic newsletter highlighting news, updates, marketing techniques, and much more to give you an edge over your competition
The opportunity to refer other potential affiliates and earn nice commissions for doing so
Access to the vast national rolodex of attorney’s, tax advisors, and other professionals that we use… and that you can utilize when you come across a sticky situation in need a top industry professional
Our industry best structured annuity specialists to help you through the difficulties you may encounter with your transactions
Easy to use Ensured Installment Sale™ quoting software so you can do quotes right on the spot for your clients without having to call us first (Contact SPI for quoting software requirements)
You will become part of our exclusive nationwide network of professional advisors including, financial planners, CPA’s, insurance agents, real estate professionals... and the opportunities for networking and referral will be endless!
Continuing education credits for going through the training (available summer 2007)
You will most likely be the first one in your area offering this technique and have an immediate competitive advantage over your competition
Here's what other professional advisors have already had to say
about the Exit Advisors Affiliate Program...
“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 a great start in understanding the process.
It was great, kudos to everyone.
I look forward to completing the remaining modules.
Thanks,Vic”
Victor G.
Financial Planner
San Diego, California
“Excellent!“
Abu A.
Financial Strategist
Chicago, Illinois
“I just joined and am about done with Module 2. I have never had a more supportive and informative experience with a company since my employment with the NASD in Washington D.C. Trevor is a remarkable asset to your company.
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!”
Joseph T. D.
Financial Strategist
Temecula, California
“Very thorough presentation… covers all of the bases from start to finish and left me with no questions…”
Steve C.
Exit Planning Strategist
Woodland Hills, California
How are affiliates compensated?
As a valued affiliate in the Exit Advisors Affiliate Program™ you are compensated rather handsomely. With average transactions between $300,000 and $750,000... average commissions can be up to $15,000 to $22,000 or more! Please contact us for the exact compensation schedule at 800-666-5584
How can you become a valued member of our Exit Advisors Affiliate Program™?
Joining our Exit Advisors Affiliate Program™ is easy… but we do require a small up front investment. The investment is needed for several reasons.
We want to weed out those professional advisors who are “tire kickers”, as opposed to those who are serious about building another potentially large income stream for their business. As you know, 20% of your clients take up 80% of your time. We have found that requiring the investment weeds out most of the 20% who bog us down and prevent us from concentrating on our other, more productive affiliates. The people who truly see the value and potential of the Ensured Installment Sale™ (demand grows every month with more and more baby boomers retiring) have no problem paying the nominal investment.
You are receiving much more than just the right to add the Ensured Installment Sale™ to your toolkit. You are receiving all of the tools, training, back office support, exclusive marketing materials, valuable newsletter, Continuing Education credits (coming summer 2007), potential prospect referrals*, updated training/information, a new revenue stream for your company, and more. It is safe to say that you are getting easily getting 10 times the value for a fraction of the investment. Truly, where else can you add a revenue stream with the potential of the Ensured Installment Sale™ for such a small investment?
We spoke with several affiliates and we let them tell us what type of investment should be required. Several affiliates said that they would be willing to easily pay$497 for this potential income stream and for the unparalleled training program included, which is provided by the Settlement Education Institute.
However, we want to make the program accessible for more professionals... with the tidal wave of baby boomers exiting their businesses and real estate... there simply won't be enough affiliates to handle all of the transactions and to spread the word to every seller.
So... we have finally decided an initial investment of $397 for the setup and training through the Settlement Education Institute is sufficient to weed out the “tire kickers” and to have a large enough force to handle the transactions, yet is still a huge value for what you are getting. In addition, there is only an annual renewal fee of $99 to continue to be a part of this exclusive program.
Of course, you can cancel anytime during your membership in the affiliate program if you have found that it isn't the right fit for you.
Here's the process:
Sign up below. You will be taken to the Settlement Education Institute payment page. SPI has contracted with the Settlement Education Institute to provide the training for you.
Once you sign up, you will be granted access to the Settlement Education Institute training portal for the Exit Advisors Affiliate program. Go through the entire training course, from start to finish at your own leisure.
After you have completed the entire training course and you are ready to begin utilizing the Ensured Installment Sale™, you will contact SPI and send SPI all of the required documents to activate your affiliate status with SPI to offer the Ensured Installment Sale™ (Structured Sale) to your clients.
Once SPI has received all of the required documents (Life insurance license, proof of E&O insurance, signed agreement and affiliate information form, etc.) you are ready to go!
Yes , I want to join the SPI Exit Advisors Affiliate Program™ and add another lucrative income stream to my business, and offer my clients this powerful tax and financial planning strategy!
If you still want some more information about the Exit Advisors Affiliate Program™ before you join, feel free to call our headquarters at 800-666-5584 or email: info[at]structuredsalespro[dot]com
To your success,
Jack Meligan CSSC, BCFE – President
Settlement Professionals, Inc.
P.S. - As of today, still about 90% of professional advisors in the entire U.S. do not know about this strategy. Do you want to continue to act like this strategy doesn't exist and won't help out your clients... even though you know the market for this strategy is huge and many many sellers can benefit greatly from this strategy? I hope not. Both you and your clients deserve to know all of the available options when it comes to capital gains tax deferral.
As a professional advisor to sellers of highly appreciated assets, you are given the responsibility to advise your client on the best possible solution for their particular situation. 
One of the nation's top tax attorneys, Robert W. Wood - 
