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  1. The Financial Engineering Institute

    We have been providing financial engineering services such as Coaching, Training for financial services professionals since 1982. The professional credentials ...
    asset protection2
    Business Succession planning1
    Charitable Giving1
    planned giving1
    accounts receivable financing1
    financial engineering1
    deferred compensation1
    charitable remainder trust1
    financial advisor marketing1
    charitable lead trust1
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    NIMCRUT1
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    welfare benefit trusts1
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    IRC section 78721
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    split dollar alternatives1

    www.financialalliance.net - 2009-02-13

  2. The Financial Engineering Institute, LLC

    The Institute is the governing body and grantor of the professional designation, Chartered Financial Engineer. Providing advance continuing education and other ...
    asset protection2
    Business Succession planning1
    Charitable Giving1
    planned giving1
    accounts receivable financing1
    financial engineering1
    deferred compensation1
    charitable remainder trust1
    financial advisor marketing1
    charitable lead trust1
    charitable gift annuities1
    financial advisor training1
    offshore planning1
    supporting organizations1
    pooled income funds1
    financial advisor coaching1
    insurance agent education1
    NIMCRUT1
    financial advisor education1
    financial advisory network1
    welfare benefit trusts1
    advanced case design1
    family private foundations1
    IRC section 78721
    IRs section 162 bonus1
    IRS section 412i1
    irs section 419e1
    mortality arbitrage1
    multi-disciplinary practice1
    reinsuring gift annuities1
    split dollar alternatives1

    www.thefei.com - 2009-02-07

gift4 estate planning3 401k2 life insurance3 personal finance2 health insurance3 financial planning3 charitable giving1 insurance5 attorney5 donation2 annuities2 legacy trusts1 retirement planning3 bequest1 charitable remainder trust1 crt1 donate2 auto insurance3 asset allocation2 charity3

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