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




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

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