The
CharitableCapitalSM
Gift Annuity Program
The Reinsurance of Charitable Gift
Annuities
·
5
5
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The
CharitableCapitalSM
Planned Giving Program
Creating
a
Higher
Level of
Planned
Giving
·
5
5
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The
ManagedIncomeSM
Trust Program
A version of a Charitable Remainder Unitrust
Manage income and taxation
while generating a substantial tax deduction
·
5
5
More details...
LeveragedExecutive
LoanSM
Program
The Split $$$ Alternate
An Effective Solution to New
Deferred Compensation Changes
·
5
5
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The
412(i)LincSM
Program
The Selection & Design of Fully
Insured Defined Benefit Plans
·
5
5
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CompensationDesignSM
Services
For Business
A comprehensive approach to
employee benefit planning
·
5
5
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The
EngineeredInvestingSM
Program
Replacing — Emotional Investing with Reason,
Knowledge and Foresight
·
5
5
More details...
Offshore
Financial Engineering
U.S.
Treasury compliant offshore
Asset Protection and Tax Planning
·
5
5
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If you would like information on any of our programs and
capabilities please click here or contact us at 1-888-884-3332
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