Tax saver agent presentation


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Tax saver agent presentation

  1. 2. <ul><li>Our History </li></ul><ul><li>Both 1031 Exchange Advantage, Inc. & David P. Greenberger, Esq., the Founding Partner of TaxSaver Network, have a history of over 30 years in the real estate law and 1031 Exchange business. </li></ul><ul><li>The company has enjoyed being the exclusive 1031 accommodator to major brokerages such as Prudential California Realty (a Berkshire Hathaway Company) and Prudential Douglas Elliman, the largest brokerage in NYC. As part of its affiliate program, these brokerages have enjoyed annual commissions over $250,000, based on exchanges referred. </li></ul><ul><li>As a result of a large volume of exchanges between 2001-2007, the company learned that to find, increase and close real estate transactions, agents needed answers to tax questions beyond their expertise, as well as strategic marketing tools supported by technology. </li></ul>
  2. 3. <ul><li>In response, and in view of the fact that investors make up over 20% of today’s real estate market, 1031 Exchange Advantage, Inc., has developed TaxSaver Network, the only source on the web for unbiased information for investors to learn, plan and prosper. </li></ul>
  3. 4. <ul><li>What Is TaxSaver Network? </li></ul><ul><li>TaxSaver Network empowers members to save taxes on real estate they buy, sell or hold. </li></ul><ul><li>A $49.00 annual membership fee allows investors to receive unlimited consultation with an attorney, have access to our database of off-market properties, and use the site’s Tax Axe Tools. </li></ul><ul><li>Members also receive special pricing on loans, investments and tax-free services they won’t find anywhere else. </li></ul>
  4. 5. <ul><li>A marketing tool for you to reach out effortlessly and inexpensively to investor prospects. </li></ul><ul><li>A resource to help you provide clients with quick answers to investment questions. With help from TaxSaver, you become the expert. </li></ul><ul><li>A unique tool to offer your clients and prospects, motivating them to move forward with their real estate transactions through education on tax-free strategies. </li></ul><ul><li>An avenue for selling listings faster through exposure to the Network’s vast database of investors. </li></ul>What Is TaxSaver Network For Real Estate Agents? A unique, strategic marketing tool
  5. 6. <ul><li>Our postcards are ideal for use in farming. Each contains a special code so when one of your prospects signs up for TaxSaver, you will be notified and that prospect will be linked to your account. </li></ul><ul><li>In addition, banners are available for you to upload to your website to help you market. Anyone who signs up for a membership through the banner on your website also will be linked to your TaxSaver account. </li></ul>How To Use TaxSaver Network To Market
  6. 7. <ul><li>You can also use pre-coded personalized eflyers to reach out to your sphere of influence or prospect database. </li></ul><ul><li>When a prospect signs up, the special embedded code links them to your TaxSaver account, generating a notification email to you. </li></ul><ul><li>It’s like having hundreds of fishing poles in a lake, but without all the waiting around to see if you’ve caught something. TaxSaver alerts you when you have! </li></ul>How To Use TaxSaver Network To Market
  7. 8. <ul><li>Once you have members linked to your account, TaxSaver goes to work. We will notify you whenever your clients search the Network’s database, use a Tax Axe Tool or schedule a personal consultation. </li></ul><ul><li>This helps you monitor your clients’ progress so you’ll know when it’s time to step in to assist with their transaction. By then, your client will be educated, motivated and ready to buy or sell. You don’t have to waste any time or energy prospecting or motivating clients – TaxSaver does it for you! </li></ul>TaxSaver Tracks Client Activity
  8. 9. <ul><li>TaxSaver also markets your listings to its thousands of network members. This exclusive group, unreachable by non-members, is highly motivated and empowered to buy. Many are operating under strict timelines to complete tax- free exchanges, helping you sell your listings faster. </li></ul><ul><li>While you are marketing TaxSaver, we are also marketing you. Agent members are featured in the “Professional Locator” directory, which is accessed by investor members searching for various types of service providers. You can enhance your listing with a bio, photo, testimonials and any additional information potential clients should know about your expertise. </li></ul>Additional Benefits To Agents
  9. 10. <ul><li>Why Join TaxSaver Network Today? </li></ul><ul><li>TaxSaver offers the support you need to deal with today’s savvy investment buyers, who make up over 20% of today’s real estate market. Tapping into this growing pool of potential clients translates into more business. </li></ul><ul><li>TaxSaver’s marketing tools help you introduce the service to your clients, track their level of interest and turn their interest into motivation – and that’s how deals get closed. </li></ul><ul><li>Empower clients to act, motivate sellers to list, sell listings faster – TaxSaver helps you do it all. </li></ul>