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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
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    charitable gift annuities1
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    insurance agent education1
    NIMCRUT1
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    welfare benefit trusts1
    advanced case design1
    family private foundations1
    IRC section 78721
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    mortality arbitrage1
    multi-disciplinary practice1
    reinsuring gift annuities1
    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

  3. Welcome to Capitol Financial Group, Inc.

    The Capitol Financial Group - Current thinking through a comprehensive planning process using Analysis and modeling that assist shareholders of privately held ...
    Estate Planning3
    Life Insurance3
    Wills3
    401k2
    Term Insurance1
    Stock Options1
    Executive Compensation1
    Deferred Compensation1
    Variable Life Insurance1
    Family Limited Partnership1
    Buy-Sell1
    Charitable Remainder Trust1
    Defined Benefit Plan1
    Business Continuation1
    Key Man Insurance1
    Life Insurance Trust1
    Profit Sharing Plan1
    Business Transition1
    Employee Stock Ownership Plans1
    Wealth Transfer Planning1
    Non Qualified Plans1
    Money Purchase Plan1
    Due Care1
    Split-Dollar1
    Restricted Stock Plans1
    162 Bonus1
    By-Pass Trust1
    Deferral Plan1
    Disability Buy-Out1
    401k Excess Plan0
    401k Wrap Plan0

    www.thecfginc.com - 2009-02-12

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