double t. investments since 1997. p r o t e c t w h a t m a t t e r s m o s t additional services :...

16
Double T. Investments Since 1997

Upload: buck-patterson

Post on 23-Dec-2015

217 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Double T. InvestmentsSince 1997

Page 2: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

P R O T E C T W H A T M A T T E R S M O S T

Additional Services: √ Retirement

Solutions √ Medicare

Supplements √ Buy/ Sell Agreement

Page 4: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Life Coverage

Retirement Investments

Health Plans

Medicare Supplements

5

4

2

1

Double T. Investments

INSURANCE SOLUTIONS

Income Protection3

Graduation, Marriage, Birth/ Adoption, House, etc…

LIFE EVENT TRIGGERS:

Page 5: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Health

Platinum Gold Silver Bronze

90/10 80/20 70/30 60/40

Double T. Investments

HEALTH PLANS

Page 6: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Basic Categories

TermPolicy

WholeLife

Cash Value Paid-up Policy (EX: 20yrs)

Limited Term (Ex: 10yrs) Lesser Premium

Double T. Investments

LIFE COVERAGE

Page 7: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Supplemental

Accident CancerCriticalillness

HospitalStay

Designed toProtect or Replace

Lost Income

Double T. Investments

• Heart Attack • Stroke

INCOME PROTECTION

• Diagnosis• Treatments

• Serious Injury• Major Burns

Page 8: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Retirement

FixedAnnuity

IndexedAnnuity

SinglePremiumAnnuity

• Unlike Mutual Funds it’s TAX DEFERRED INVESTMENTS…

• Unlike 401(k)s and IRAs, there is no annual limit on an Annuity; Meaning - put more away to catch up…

• Or you can turn a Lump-sum, into payments for life…

Double T. Investments

LONG TERM INVESTING

Page 9: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Buy/ Sell

Partner Partner BusinessCorporation

• Surviving Partner

• Provides ‘Cash’ Transition

• Buy-out the deceased partner

• Eliminates conflicts and

confusions

Double T. Investments

Partnership Agreement

Page 10: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Double T. Investments

“How We Do Business”

About Us

There's a Long list of things that could happen but there's only a short list of financial solutions when things do happen..

We'll help you clearly define your objectives, strategies, and goals, then equip you with the knowledge necessary to put a Plan into action.

Page 11: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy
Page 12: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Double T. Investments

Page 13: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Double T. Investments

Page 14: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Double T. Investments

Since 1997

W E A R E H E R E T O H E L P…

CALL US: (719) 428 - 5855

EMAIL US: [email protected]

WEBSITE: www.DoubleTinvestments.net

Page 15: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Tim [email protected] [email protected]

double T. investments2210 E. La Salle Str, Ste 206Colorado Springs, CO 80909

Double T. Investments

Page 16: Double T. Investments Since 1997. P R O T E C T W H A T M A T T E R S M O S T Additional Services : √ Retirement Solutions √ Medicare Supplements √ Buy

Tim [email protected] [email protected]

double T. investments2210 E. La Salle Str, Ste 206Colorado Springs, CO 80909

THANK YOU

BYENOW