•  Special pricing access to all FusionPower Dashboard Options above.

 •  Membership Certificate designed for framing on 8½x11 parchment.

 •  User password for our online PowerTool Calculator.

 •  Continuous access to case design and coaching thru our 888.884.3332 Hotline.

 •  Twenty-five percent tuition savings for the professional designation programs:

     Chartered Financial Engineer — Charitable Capital Advisor.

 •  Twenty-five percent tuition savings for each of our annual Symposiums.

 •  Access to the FEI Advisor Resource Directory.

 •  Free access to our monthly Teleconference Programs covering timely financial engineering topics conducted by industry leaders.

 •  Our monthly newsletter, Financial Engineering360 Update, covers timely financial, tax,  economic and legal issues effecting the affluent.

 •  Twenty-five percent savings for our cache of turnkey client marketing and advanced strategy

     programs targeting:

 •  Affluent Families
 •  Boomers & Seniors
 •  Medical Professionals

 •  Affinity Groups
 •  Non-Profits
 •  Businesses

 •  Corporate Executives
 •  Pro Athletes & Celebs

        •  Niche Client Marketing Programs

           Custom marketing materials supported by case design and training

             •  Family Business Financial Engineering

             •  The Family Wealth HUB Program

             •  Boomer LifeStage CoachingTM

             •  CharitableCapitalTM Coaching

             •  Business Compensation Engineering

        •  Advanced Strategy Marketing Programs

           Custom marketing materials supported by case design and training

             •  The LeveragedExecutive LoanTM

             •  The Family Family Business Private Insurance Company

             •  The ExecBenefit Carve-OutTM

             •  Shadow Equity Incentive BenefitsTM

             •  Wealth Management 7702TM

             •  The Managed Lead Annuity TrustTM

             •  The ManagedIncomeTM Trust

             •  The CharitableCapitalTM Gift Annuity

             •  Leveraged IRA GivingTM

             •  The Private Income Trust

             •  The Private Giving Fund