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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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    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

estate planning3 life insurance3 financial planning3 insurance agent education1 computer5 401k2 irc section 78721 personal finance2 retirement planning3 generation skipping trust1 irs section 412i1 health insurance3 insurance5 grats1 annuities2 legacy trusts1 attorney5 irs section 162 bonus1 crt1 monitor3 auto insurance3 lcd3 asset allocation2 insurance trust1

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