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A New Wealth Management Dimension
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•Letters and Flyers•Tri-Fold and Half-Fold Brochures•Booklets
•PowerPoint® Presentations•Application Kits•Prototype Legal Documents
A Concierge Approach – Manuals ▪ Brochures ▪ Booklets ▪ Presentations ▪ Much More
Privat Label Solutions — Branded marketing materials supported by coaching, case design and training
Compel deeper, longer client relationships
The Reinsurance of Charitable Gift Annuities
Creating a Higher Level of Planned Giving
A version of a Charitable Remainder UnitrustManage income and taxation while generating a substantial tax deduction
The Split $$$ AlternateAn Effective Solution to New Deferred Compensation Changes
Replacing — Emotional Investing with Reason, Knowledge and Foresight
Income and tax savings while living - giving at death
Engineering Taxable Capital into Financial Capital
Ownership motivation with out giving up ownership
A paradigm shift in investment taxation and risk management
Creating Bigger Waves of Givingᵀᴹ
