The CharitableCapital^TM Gift Annuity Program

 The Reinsurance of Charitable Gift Annuities

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 The CharitableCapital^TM Planning Program

 Creating a Higher Level of Planned Giving

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 The ManagedIncome^TM Trust Program

 A version of a Charitable Remainder Unitrust

 Manage income and taxation while generating a substantial tax deduction

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 LeveragedExecutive Loan^TM Program

 The Split $$$ Alternate

 An Effective Solution to New Deferred Compensation Changes

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 The 412(i)Linc^TM Program

 The Selection & Design of Fully Insured Defined Benefit Plans

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 CompensationDesign^TM Services For Business

 A comprehensive approach to employee benefit planning

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 The EngineeredInvesting^TM Program

 Replacing — Emotional Investing with Reason, Knowledge and Foresight

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 Offshore Financial Engineering

 U.S. Treasury compliant offshore

 Asset Protection and Tax Planning

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