CIP Software
The Value of Math Modeling
CIP Software uses advanced Math Modeling techniques to:
- analyze your current plan in both graph and chart forms
- prove best end results
- identify potential areas of improvement
- provide ongoing, inexpensive annual reviews
Client Results
Technique advantages apply at all asset levels
Client A
- Net worth at age 66: $60 million
- Business Entities: 4 Corporations, 1 Partnership, 2 Trusts
- CIP Software identified 24 estate planning techniques (non-insurance and non-charitable); client adopted 4 techniques
- Died at 80 (14 years later)
- Transferred $87 million to adult children and grandchildren
- Estate tax savings: $26 million
Client B
- Net worth at age 72: $90 million
- Business Entities: 9 Corporations, Partnerships, LLCs
- CIP Software identified 11 estate planning techniques; client adopted 6 techniques
- Age 85 today
- Transferred $110 million to daughter and grandchildren
- Estate tax savings: $50+ million