DOUBLE T. INVESTMENTS FINANCIAL Protection.

Slides:

Advertisements

Similar presentations

An Indexed Annuity is a Fixed Annuity It retains all the benefits of a traditional fixed annuity: Your principal is guaranteed. Your interest credits.

Advertisements

Investment Basics A Guide to Your Investment Options Brian Doughney, CFP® Wealth Management Senior Manager.

Savings and Investing.

Investment and Financial Services: What Every Financial Educator Should Know.

© 2009 Morningstar, Inc. All rights reserved. 3/1/2009 Long-Term Investment Performance.

1. FIA is a One-Stop Financial Center, helping people take charge of their family’s future. 2 FIA helps bring Equity Indexed Products to middle America.

Investing Wisely to Avoid the Financial Risk of Longer Life Expectancy Seminar #3.

1. FIA is a One-Stop Financial Center, helping people take charge of their family’s future. 2 FIA helps bring Equity Indexed Products to middle America.

Economics. What is investing? Simply put, investing is saving money in a way that earns income. The purpose of investments in to earn additional income,

Protect Your Retirement. Three Phases of your Financial Life Phase One Accumulation Accumulation Phase Two Protection Phase Three Phase Three Distribution.

Prepare for Your Future

Personal savings in the United States are less than 2% of disposable income. Yet, savings are important for economic growth as businesses and the governments.

(0415) © 2015 Morningstar. All Rights Reserved. By accessing this presentation, you agree to the following terms. If you do not agree to these.

Goal Setting "The indispensable first step to getting the things you want out of life is this… Decide what you want.” Retirement – when…how much… Home.

5.1 Savings and Investing 5.2 The Rule of 72 Getting Started.

Key Components of Financial Planning Gazell Pettway, Jr Investment Consultant.

Chapter 12 In-Class Notes. Background on Mutual Funds Advantages of Investing in Mutual Funds Diversified portfolio Professional management Marketability.

With Individual Stock Risk With Individual Stock Risk Market Sector Risk (30%to 50% of the upside, 100% of the downside) Market Sector Risk (30%to 50%

It’s Your Money! Week 3 & 4: Financial Planning. What is Financial Planning? A PROCESS not an event Balances today’s needs with goals for the future Analysis,

Unit 3 - Investing: Making Money Work for You. UniqueSavingsFeatures UniqueInvestmentFeatures CommonFeatures Short-term Low risk Earns small amount of.

Savings & Investment Vehicles Mike Meade. Saving vs. Investing Saving o Putting money away for safe-keeping o Emergency funds o Zero risk Investing o.

1 Wharton Financial Institutions Center Policy Brief: Personal Finance David F. Babbel Fellow, Wharton Financial Institutions Center Professor of Insurance.

How to read your account statement presentation How to read your account statement.

Investing  . If you invest $1,000 each year What are some ways to invest?      

Caroline Murphy, President. Investments Types Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds.

Caroline Murphy, President. INVESTMENT TYPES Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds.

Bonds & Other Investments. Bond Investments What is a bond? Main Categories of Bonds – Government bonds Municipal bonds U.S. savings bonds Treasury bills.

Essential Standard 4.00 Understand the role of finance in business.

Saving and Investing Notes. Saving and Investing Objectives Explain factors that influence the amount of money earned at a financial institution.

Lecture 5 Types of Mutual Funds Financial Markets.

Money Watch Investment Company Financial Investment Advisors Work to Make Your Money Grow.

 Investment: directing resources from being consumed today in order to prepare for the future. ◦ National Forests ◦ Starting a Business ◦ Using assets.

For educational and informational purposes only. LFD Agenda items Types of common investments Cash Cash equivalents (CDs, Treasury bills) Bonds.

Index Annuity Basics.

Presented by StanCorp Equities, Inc., member FINRA

P/E Capital Investments manages the wealth of select families and business owners. P/E Capital Investments does not provide tax or legal advice. It is.

Lesson 8B: Evaluating Investment Options

MoneyCounts: A Financial Literacy Series

Diversification & Risk – Day 2

Positioning Fixed Index Annuities.

Saving and Investing.

Investing Craig L. Israelsen, Ph. D

Personal Savings and Investment #46

The Security Bucket By JT fredericks.

INVESTMENTS 101 STOCK MARKET SUMMARY What is an INVESTMENT?

INVESTMENTS 101 STOCK MARKET SUMMARY What is an INVESTMENT?

Positioning Fixed/Indexed Annuities

Chapter 2 Investments.

Unit 4 - Investing: Making Money Work for You.

Checking Savings Investments

By Ermer & Michelle Twano

Personal Savings and Investment

What is a…. Mutual Fund Personal Trust Pension Fund

Personal Finance Final Exam Review Game

22 Investors and the Investment Process Bodie, Kane, and Marcus

Investment Strategies

Managing Your Money Ch 12.

MoneyCounts: A Financial Literacy Series

Monday, March 27, 2017 Objective: Students will be able to examine the types of accounts available to consumers from financial institutions and the risks,

Jerry McMillan P P P P Investment Services: Financial Advice:

22 Investors and the Investment Process Bodie, Kane, and Marcus

General Money Management & Personal Savings and Investment

Savings and investing Personal Finance.

Monday, November 16, 2015 Objective: Students will be able to examine the types of accounts available to consumers from financial institutions and the.

Personal Investing ©William Klinger. This work is licensed under a Creative Commons Attribution 4.0 license

S&G Gramby Business Services Insurance Agency

The Risk and Return of Growing Money

Ch. 11 Financial Markets.

Introduction to the Stock Market

Risk vs Return A World of Risk.

Presentation transcript:

DOUBLE T. INVESTMENTS FINANCIAL Protection

Investment Fiduciary Standards What You Can Expect Courtesy and Respect Direct Relationship Personal Meetings Confidentiality Privacy Protection Informational Events Regular Account Reviews Frequent Communications On-going Guidance & Support

Designed Discussions Purpose Family Health Finances

Investment Strategies Balanced Allocations Market Diversification Product Balance Risk Vs Safety Guaranteed Lifetime income

Investment Services Comprehensive Team Live Account Events Insurance Reviews Investment Portfolio Insurance Coverage Live Events Goals Long term Planning Risk Analysis

Investment Strategies Principal Guaranteed Principal Non-Guaranteed Best for; Preservation Income Protection Best for; Growth Long-term Savings Checking Savings Money Market CD’s F I A Treasury Fixed Annuity Indexed Cash Value Index Whole Life Cash Value Variable Life insur Variable Annuity Stocks Bonds ETF’s Mutual Funds REITS Commods Options

Designed Discussions “You Are the Creator of Your Future, just as, You Are the Result of Your Past” Tomorrow – is predicated upon today Future Today – is yesterday’s vision Present Yesterday’s - production and perspectives postulates today. Past History’s concepts and courage meets the present, at today. The Mysteries of tomorrow are a direct result of the efforts and innovations of Today

Law of the Ice-Berge

Annuity Investing Fixed Index Performance Guaranteed Low Risk Returns Low Risk Index Performance Based Returns