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Frequently Asked Questions - Exit Advisors Training Network ™

Many of our clients have questions about the training, Continuing Education program, and Exit Advisors Training Network™ before they enroll.

Some of them simply want to verify that they truly will receive everything that we are offering for that one low price. It is true... you truly do get everything mentioned on the offer page!

Take a look at other frequently asked questions below...

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Q: What exactly is the Exit Advisors Training Network ™, and how does it differ from just taking the CE course?

A: The Exit Advisors Training Network ™ is an in-depth training program to help professional advisors build their businesses through exit planning and implementation of cutting edge strategies.

Our training program is currently focused on training professional advisors on the Structured Sale annuity (Ensured Installment Sale) for capital gains deferral. In later 2007 and 2008 our training program will expand into a full training and business building program to enable professional advisors to build their practices through implementing proper exit planning into their business.

The Exit Advisors Training Network ™ differs from the CE course in big ways. The CE course is simply an opportunity for professional advisors to earn CE credits for learning about the Structured Sale annuity strategy. CE credits are required by each state, and our exclusive CE courses on the Structured Sale is a good opportunity to learn a growing strategy that you can later decide whether or not the strategy is a good fit in your practice.

The training program on the other hand is a full multi-media training program for the Structured Sale annuity that includes:

Above is what is currently included in the training program; however, as I mentioned, this program was launched in the summer of 2007 and is only just getting started. This training program is on course to grow into the most comprehensive training and business building program for professional advisors as related to implementing exit planning services into their business.

In addition, The Settlement Institute has gained the coveted designation as the only training program approved by Settlement Professionals Inc., one of the nation's top structured annuity brokers, for their Affiliate Program on the Structured Sale.

The Settlement Professionals Inc. Affiliate Program enables professional advisors to offer the Structured Sale annuity, receive full support from SPI on transactions, become appointed to produce Structured Sale annuities, and build the strategy into your practice like no other structured sale annuity broker in the nation. Because of the comprehensiveness of our training program on the topic, SPI now requires all of their "Affiliates" to complete our training prior to gaining appointment and the highest commission schedule.

Learn more about the Settlement Professionals Inc. Affiliate Program for the Structured Sale.

 

 

Q: What all is included when I join the Exit Advisors Training Network™?

A: The sales letter you just came from explains it pretty well. However, let me go over what's included in the program:

 

Q: As soon as I join the Exit Advisors Training Network ™, can I begin offering the Structured Sale annuity?

A: The Settlement Institute is strictly a training and education network that is aimed at helping you grow your business through implementing effective exit planning into your business.

While one of the benefits our program offers is the ability to gain appointment with a top structured annuity broker, you should refer to the Settlement Professionals Inc. information page on their Affiliate program requirements.

Settlement Professionals Inc. Affiliate Program Requirements

 

Q: Is the Exit Advisors Training Network™ only on the Structured Sale annuity?

A: Because of the large demand from professional advisors to learn about the Structured Sale annuity (Ensured Installment Sale™), The Settlement Institute decided to create the training program, marketing, and overall support on that strategy first. As of today, The Exit Advisors Training Program contains the largest and most comprehensive single source of training and information on the strategy.

However, we know that the Structured Sale annuity (Ensured Installment Sale™) is only one strategy out of many that are available for helping sellers of highly appreciated assets meet their goals. In fact, the Structured Sale annuity is a niche strategy that is perfect for some sellers... and not a consideration for others.

So, to help professional advisors such as yourself build a complete exit planning practice, The Settlement Institute and our network of advisors around the country are creating an in-depth program that addresses all aspects of exit planning and helps advisors build their businesses in this upcoming boom.

 

Q: Do I have to have a life insurance license in order to join the Exit Advisors Training Network™?

A: No. You sure don't! The Exit Advisors Training Network™ is available to all professional advisors including CPA's, CFP's, Attorneys, business brokers, real estate professionals, and all other professionals involved in advising sellers.

This program is an excellent tool for all professional advisors to build their businesses.

However, there are certain benefits to members of the Exit Advisors Training Network™ that do require a life insurance license... such as earning commissions from Structured Sale annuity transactions and earning life insurance CE credits.

 

Q: Is this a "business opportunity"?

A: NO. THIS IS NOT A "BUSINESS OPPORTUNITY". The Exit Advisors Training Network™ is a training, support, and business building network that helps advisors such as yourself grow your exit planning practice and make more money in the process by tapping into the $11 trillion exit planning opportunity over the next 20 years.

While there are strategies that The Settlement Institute shows you how to build into your practice (Structured Sale annuity, etc.), the aim of the program is to help you build your overall exit planning practice using the "best practices" from top advisors around the country.

 

Q: What is the Ensured Installment Sale™ (aka Structured Sale annuity), and why should I learn about it?

A: The Ensured Installment Sale™ (aka Structured Sale annuity) is a fixed, guaranteed annuity product created specifically for the purpose of helping sellers of highly appreciated assets defer capital gains taxes.

The annuity product was created by a Fortune 50 life insurance company in 2005 and has been backed up by top tax and legal authorities including the #6 tax attorney in the U.S.

Since the creation of the annuity product in 2005, another top rated life insurance company has entered the market as well.

To learn more about the Structured Sale strategy, you can visit one of the nation's top structured annuity brokers (link below), or do a Google search for "Structured Sale".

http://www.structuredsalespro.com

 

Q: I'm confused, what is the cost of the CE course with the bonus materials only? And what is the investment in the Exit Advisors Training Network?

A: The cost of the CE course and the bonus materials mentioned on the sales page is just $67. For this type of training, we have seen prices as high as $300 and up. Yes, you can get life insurance CE credits for as low as $15, but those courses are the same ol' boring courses that have been around for years. Don't you want to finally take an interesting course on something that can truly help you grow your business?

The investment to join the Exit Advisors Training Network and to have the ability to add the Structured Sale annuity strategy to your current strategy offerings (and to earn the top commissions) is just $397 for access to the full training, marketing, and support through The Settlement Institute.

One of the nation's top structured annuity brokers, Settlement Professionals Inc. has created the most attractive program for professional advisors to add the Structured Sale strategy to their practice. However, because our training program is the most comprehensive on the Structured Sale strategy anywhere, they now require that all affiliates go through the comprehensive training at The Settlement Institute Inc. first prior to gaining appointment for the Structured Sale annuity strategy.

Read the FAQ at the Settlement Professionals Inc. website for more information

 

Q: Do I receive a certificate after I pass the CE test?

A: Yes, you do. After you pass the online multiple choice test approved by your state, you will receive a hard copy certificate for your files by mail. In addition, the CE providor we have partnered with will report your passing grade and CE credit to your state board of insurance.

 

Q: If I choose to take the CE now, can I still join the Exit Advisors Training Network™ later?

A: Yes, you sure can. The CE course and the supporting materials you will receive are aimed at teaching you the in-depth information on the strategy from start to finish.

If you choose to take the CE only, and later decided that you would like to add the strategy to your current practice and earn the maximum commissions from placing the annuities, you can join the Exit Advisors Training Program anytime you choose and receive the benefits mentioned at the top of this page.

One thing to keep in mind though is that CE is included in the Exit Advisors Training Network™. So, you can save $67 by enrolling in the Exit Advisor Training Network™ first, rather than taking the CE course... then choosing to enrol.

 

Q: How many life insurance CE credits will I receive when I pass the test?

A: From the feedback we have received from our past students on the preferred length of a specialized CE course, this course is eligible for 1 credit hour.

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Q: How do I offer the Ensured Installment Sale™ (Structured Sale) annuity strategy to my clients?

A: This annuity strategy is offered by several of the worlds largest life insurance companies and is specifically designed for helping sellers of highly appreciated real estate defer capital gains taxes.

Currently, these life insurance companies do not allow life insurance licensed individuals to work directly with them on these annuities. They require life licensed individuals to work through their appointed structured annuity brokers, of which there are only a select handfull throughout the U.S.

The Settlement Institute has gained the designation from the nation's top structured annuity expert, Settlement Professionals Inc., as the exclusive training course for their professional advisor Affiliates. We aligned with Settlement Professionals Inc. to provide training for their Affiliates because we recognize them as operating the most attractive and comprehensive program to enable professional advisors to offer the Structured Sale annuity strategy.

Joining the Settlement Institute Exit Advisors Training Network™ is much more than simply giving you the opportunity you to sell the annuity through the nation's top structured annuity broker. It provides full training, marketing and materials, networking with the other members, access to the exclusive online portal for the Exit Advisor members, tools to help you build your business, and much more.

Learn more about the program here >> Exit Advisors Program

*Remember, the CE credit and everything else included in the CE only package are all a standard part of the Exit Advisor Affiliate Program. So, you will save $67 if you make the decision to join the Exit Advisors Affiliate Program from the start, rather than taking the CE first... then choosing to join the program.

Register now to secure your place.

 

Q: What is the process in receiving my training and CE course?

A: We have tried to make this as simple as possible for you.

  1. After you enroll, you will first receive an email containing the access information for your online training portal where you can instantly download all of your bonuses and multimedia training.
  2. Within 24 hours you will receive an email from our CE providor partner with your access link to the online CE course.
  3. You have full lifetime access to the materials in our online training portal and can come and go as you please.

 

Q: What happens if I cannot gain access to the CE course or online training?

A: If for some reason you have difficulties gaining access to the CE course or online training, please call us at 800-666-5854 or email us at support[at]settlementinstitute.org. One of our customer service reps will be glad to help you.

 

Q: Can I make money by referring my colleagues to take this course?

A: You sure can! We know the value that a personal referral has when it comes to sharing valuable information. If you have colleagues or friends who you feel would benefit from taking this course and earning a CE credit in the process, please email us at info[at]settlementinstitute.org and ask about our "Referral Program".

In this referral program we will pay you a nice commission for each person you refer who ends up enrolling in this exclusive course. It can truly be the easiest and fastest money you have ever made!

 

Register now to secure your place.