This questionnaire and form allows the Reef Point Estate Planning Team to analyze the circumstances and see where they can help defer capital gains.
Realtor Email Marketing Campaign
A sample real estate email marketing campaign to send to clients/prospects.
DST Elevator Pitch
A simple description of the Deferred Sales Trust to use in conversations with clients/prospects.
DST Conversation Starters
A quick reference document to help facilitate conversations around the DST.
Sample DST Marketing Materials
An overview of the different sales flyers that can be found in the flyer folder.