Selected Modular Programs
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
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Training Manuals |
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PowerPoint® Presentations |
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Letters and Flyers |
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Application Kits |
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Tri-Fold and Half-Fold Brochures |
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Prototype Legal Documents |
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Booklets |
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The Private Label Trust Services Program
Compel deeper, longer client relationships
· More details...
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The CharitableCapitalTM Gift Annuity Program
The Reinsurance of Charitable Gift Annuities
· More details...
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The CharitableCapitalTM Planning Program
Creating a Higher Level of Planned Giving
· More details...
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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
· More details...
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The LeveragedExecutive LoanTM Program
The Split $$$ Alternate
An Effective Solution to New Deferred Compensation Changes
· More details...
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The EBenefitsHubTM Program For Businesses
A comprehensive approach to employee benefit planning
· More details...
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The Leveraged IRA Giving Program
Replacing — Emotional Investing with Reason, Knowledge and Foresight
· More details...
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The Private Income TrustTM Program
Income and tax savings while living - giving at death
· More details...
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The Managed Lead Annuity Trust
Engineering Taxable Capital into Financial Capital
· More details...
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The Shadow Equity Incentive Program
Ownership motivation with out giving up ownership
· More details...
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TaxEngineered Accredited InvestingTM
A paradigm shift in investment taxation and risk management
· More details...
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The Private Giving Fund ProgramTM
Creating Bigger Waves of GivingTM
· More details...
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