Selected Modular Programs
Each Program includes an assortment of coaching, training, marketing materials, case design and
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 | ||
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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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The LeveragedExecutive LoanTM Program The Split $$$ Alternate An Effective Solution to New Deferred Compensation Changes |
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The EBenefitsHubTM 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 Private Income TrustTM Program Income and tax savings while living - giving at death |
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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 |
