Aquila Legacy Group
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FINANCIAL CONCEPTS

​Income Protection

  • How Much Will You Earn in a Lifetime?
  • Capital Needed to Replace Earning Power
  • Personal Financial Security Needs
  • Odds of Dying (Male)
  • Odds of Dying (Female)
  • How Much Life Insurance Do I Need?
  • If Disability Strikes
  • Sources of Funds During a Critical Illness

Education Strategies

  • Approximate Undergraduate Costs
  • Impact of Inflation on College Costs
  • Education Funding Option
  • Education Tax Incentives (Overview)
  • Education Savings Account Basics
  • Qualified State Tuition Program Basics

Life Insurance

  • Why People Buy Life Insurance
  • How Much Life Insurance Do I Need?
  • Do You Still Have Enough Life Insurance?
  • Types of Life Insurance
  • Types of Cash Value Life Insurance
  • Types of Term Insurance
  • Term Insurance Variation: Level Term Insurance
  • Life Insurance/Long-Term Care Hybrid Plans

Retirement

  • Financial Independence at Retirement
  • Importance of Planning for Retirement
  • Capital Required at Retirement
  • The Price of Delaying Retirement Savings
  • Odds to Living to Retirement at Age 65 (Male)
  • Odds to Living to Retirement at Age 65 (Female)
  • Important Facts About Social Security Retirement Benefits
  • Hypothetical Pension Benefit Results
  • Long-Term Care...Did You Know?
  • Need for Long-Term Care Insurance

Charitable

  • Wealth Replacement Trust in Action
  • Charitable Remainder Trust in Action
  • Charitable Lead Trust
  • Charitable Gift Annuity or Pooled Income Fund
  • Split-Interest Charitable Gifts
  • Retirement Plan Assets

Estate

  • The High Cost of Dying
  • Estate Shrinkage in Action
  • Estate Shrinkage Profiles
  • Estate Tax Flow Chart
  • The Estate Analysis Process
  • Paying the Estate Tax Bill

Wealth Strategies

  • How Much Will You Earn in a Lifetime?
  • Managing Your Finances
  • Tax-Favored Retirement Savings
  • Deferred Annuity in Action
  • Life Expectancy After Retirement
  • Income Annuity Solution
  • Regular IRA vs. Roth IRA...A 2015 Comparison
  • A TDA Solution
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  • Contact Us