Welcome to The Settlement Institute Store!

Here you will find valuable resources to help you learn everything from A - Z when it comes to the exit planning process, strategies, and more.

You will find resources for both professional advisor’s and sellers alike.

In addition, our checkout process uses a secure server so your information will be kept safe and sound as it should be.

Browse our categories below to find the right resource for you:

• Exit Planning
• Exit Strategies
• Professional Advisor Training and Business Building Programs
• Professional Advisor Marketing Resources
• Continuing Education (life insurance CE, MCLE, CPE)

Or, you can browse our resources by type:

• Books (hard copy and electronic)
• Audios
• Online Financial Advisor Training Programs
• At Home Study Courses
• Continuing Education (life insurance CE, MCLE, CPE)

Top Sellers

Appreciated Asset Sales Strategies

The definitive guide to selling a highly appreciated asset and the top 9 most effective strategies to do so to meet your goals.

This manual is updated annually and only the most effective and proven strategies and tax loopholes are included so you have a full in-depth step-by-step view on each strategy, how to use it, what to look out for, its cost, etc.

In addition, the most important estate, real estate, and income tax loopholes that you should be aware of before you sell.

Click here for more info <<<

• $216 worth of valuable bonuses
• 365 Day 100% Unconditional Money back guarantee
• Save 50 times what you pay or your money back
• Immediate download
• Only $29.97 - No Risk

(Includes valuable bonuses valued at over $216 ! )

Exit Advisors Affiliate Program - Exit Planning Training, support, network

The most comprehensive training, support, and turn key solution for helping professional advisors learn about and earn large commissions from the Ensured Installment Sale (Structured Sale) captial gains deferral strategy.

The Exit Advisors Affiliate Program contains more than 5+ hours of multimedia training, resources, transaction documents, marketing templates, etc. In addition, the program includes expert support from the top Structured Sale firm in the entire U.S.

With this program, licensed life insurance individuals can earn large commissions on the transactions for this very effective capital gains deferral strategy.

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• 5+ hours online multimedia training
• Top rated support
• Large potential commissions
• A must for all financial planners and Exit Planners
• Instantly ads a new income stream to your business
• More!

98 Minute Teleseminar with Top Tax Attorney Robert W. Wood - Structured Sale In-depth

98 Minute Exclusive Teleseminar with Top Tax Attorney Robert W. Wood on the Structured Sale.In-depth Teleseminar geared at both sellers and professional advisors to teach step-by-step the Structured Sale strategy and a deep analysis of the tax issues involved with this strategy and several others including the Charitable Remainder Trust, Installment Sale, and 1031 Exchange.

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• 98 Minutes of high sound quality
• Teleseminar hosted by Forbes 100 Attorney and #6 Tax attorney in the U.S.
• Step-by-step from A to Z on the Structured Sale, tax law, strategy comparisons, etc.
• Download immediately!
• A must have for all professional advisors and sellers considering ANY exit strategy
• More!
• Only $24.97 for a 98 Minute exclusive teleseminar hosted by a top 6 attorney in the U.S.

1031 Training is the most comprehensive step-by-step training and tool system to help ANYONE perform a 1031 exchange like the pros.

This system was created by one of the top 1031 exchange accommodators in the U.S. from his own experiences and refined so both the novice and the expert can learn and apply these step-by-step principles on doing a 1031 exchange.

The package is an at home study course that includes:

• Proprietary “point and click” software that makes creating all of the forms for a 1031 and makes performing a 1031 easy
• Packed with real life examples and case studies
• Step-by-step training manual
• forms and agreements
• marketing materials
• 4 DVD’s packed with in-depth tutorials

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With this package you will cut your learning curve in HALF and put the 1031 exchange to use for yourself.

Who is this good for?

• Are you a…

  REAL ESTATE AGENT? ACCOUNTANT OR CPA? MORTGAGE BROKER? INSURANCE AGENT? FINANCIAL ADVISOR?

  ATTORNEY? REAL ESTATE INVESTOR? REAL ESTATE APPRAISER? SMALL BUSINESS OWNER? OPPORTUNITY SEEKER?

This at home course will help you save a lot of money when doing your own 1031 exchange, and will enable you to ad a new stream of income to your current business.

Click here for more information on the at home study course <<<