1. DOUBLE T. INVESTMENTS
FINANCIAL Protection

2. 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

3. Designed Discussions
Purpose
Family
Health
Finances

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

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

6. 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

7. 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

8. Law of the Ice-Berge

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