Program Portfolio Overview - Turnkey

 

Each Program includes an assortment of coaching, training, marketing materials, case design and

web based calculators coupled with administration and tax reporting. All available on a modular basis.
 

Client oriented and compliant — Private Labeling Available

Available for each Program:
Training Manuals PowerPoint® Presentations
Letters and Flyers Application Kits
Tri-Fold and Half-Fold Brochures Prototype Legal Documents
Booklets    

 

 

 

The Private Label Trust Services Program

 

Compel deeper, longer client relationships

 

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The CharitableCapitalTM Gift Annuity Program

 

The Reinsurance of Charitable Gift Annuities

 

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The CharitableCapitalTM Planning Program

 

Creating a Higher Level of Planned Giving

 

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The ManagedIncomeTM Trust Program

 

A version of a Charitable Remainder Unitrust

 

Manage income and taxation while generating a substantial tax deduction

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TheLeveragedExecutive LoanTM Program

 

The Split $$$ Alternate

An Effective Solution to New Deferred Compensation Changes

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The CompensationEngineeringTM Program For Businesses

 

A comprehensive approach to employee benefit planning

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The Leveraged IRA Giving Program

 

Replacing — Emotional Investing with Reason, Knowledge and Foresight

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The Family Business Private Insurance CompanyTM

 

A turnkey program providing multiple tax and business planning advantages

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The Private Income TrustTM Program

 

Income and tax savings while living - giving at death

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The Exec Benefit Carve Out

 

Reversing Reverse Discrimination

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The Managed Lead Annuity Trust

 

Engineering Taxable Capital into Financial Capital

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The Shadow Equity Incentive Program

 

Ownership motivation with out giving up ownership

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TaxEngineered Accredited InvestingTM

 

A paradigm shift in investment taxation and risk management

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The Private Giving Fund ProgramTM

 

Creating Bigger Waves of GivingTM

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