Retirement Success Summit Video – Deferred Sales Trust

On January 25, 2021, Reef Point Founder and DST Trustee, Greg Reese, participated in the Retirement Success Summit. The Summit featured 20+ experts in the areas of retirement planning, reverse mortgages, mortgages, college planning, estate planning, social security planning, health insurance, medicare, real estate investing, and more!  Greg was interviewed by Brian Zeek about the benefits of a Deferred Sales Trust as it relates to retirement success. Watch the video replay below!