Process Flow – New Estate Planning Team (EPT) Affiliate Sign Up

Process Flow – New Estate Planning Team (EPT) Affiliate Sign Up.

Introduction:

The Deferred Sales Trust (DST) is a proprietary legal and tax strategy created by Todd Campbell of Campbell Law.  The Estate Planning Team, LLC, (EPT) in partnership with Campbell Law provides marketing, training, compliance and the administrative structure necessary to broaden the geographic availability of the DST Strategy and to oversee training and compliance to help ensure proper implementation of the DST Strategy.   Qualified professionals may be given the opportunity to become an EPT Affiliate in order to be able to offer the DST Strategy to their own core offerings, and to benefit from the marketing and other support available from the EPT and the sponsoring Trustee.

Affiliate Enrollment:

Realtors:  Interested Realtors will be enrolled by the sponsoring Trustee by entering the Realtors contact information in the myept.com website.  **(Realtors are the only professional group that is provided free access to the EPT tools and support, until they close their first transaction.)

Other Professionals: For other professional advisors who wish to become an EPT affiliate, we will have to direct them to enroll personally as follows:

• Go to www.myept.com and click JOIN NOW!
• Enter your profession and license information – click next
• Enter Partner Code: RPtrustee
• Complete your personal profile information & payment info
• Once submitted, the new member will receive a welcome email with a guide on how to use the website.

There is a $50 set up fee and monthly membership fee of $40 to be an affiliate member, and to receive access to all of the marketing and other support described below.