Concepts

Personal/Financial Strategies

Income Protection	Retirement
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	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
Education Strategies	Charitable
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	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
Wealth Strategies	Estate
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 2013 Comparison A TDA Solution	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

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