1. What’s Your
Retirement Inning?
Howard Crockett, CMFC
Business Development Consultant
JD Stambaugh
Jackson National Life Distributors,
LLC
Duncan-Williams Inc.
Mike Hannold
Regional VP
First Trust

2. Duncan-Williams, Inc.
EST. 1969
 Memphis Based
 FINRA
(Financial Industry
 Family Owned Regulatory Authority)
 Pershing
(Bank of
 SIPC
New York Mellon)
(Securities Investor
Protection Corporation)

3. Duncan-Williams, Inc.
EST. 1969
 Grizzlies Team-Up Mentoring Program
 Live At The Garden Concert Series
 Indie Memphis Film Festival

4. Duncan-Williams, Inc.
EST. 1969
 Retirement Planning  Stocks
 Asset Management  Bonds
 Education Planning  Mutual Funds
 Trust Network Services  ETFs
 Wealth Management  Annuities
 Business Services  UITs

5. JD Stambaugh
Registered Representative
Duncan-Williams, Inc.
 Teaching Passion
 “Aha” Moment
 Dynamic and Comprehensive Plan

6. What I’ve Noticed
Can Control Can’t Control
 Real Plan  Timing
 Realistic  Financial Markets
Expectations

7. “What’s Your Retirement Inning?”
 Early Innings
 Aggressive The score will
 Middle Innings dictate how you
Conservative
play the game

 Late Innings
 Play Solid Defense

8. Develop A Plan
 Identify Your Needs
 Evaluate Your Options
 Provide Dependable Strategies

9. Your Organization
 Support Staff
 Coaches
 Players

10. General Manager
 Most Valuable Asset
 Understands the Game
 Maintains Relationships

11. Plan For Success

12. Jackson National
What is an annuity?
How have annuities
performed in this
sideways market?
Who are annuities
really good for?

13. First Trust Portfolios
Unit Investment Trusts
Diversified Portfolios
Equities
Fixed Income

14. Thank You
 DISCLAIMER:
 Duncan-Williams, Inc. member FINRA/SIPC, does not accept time-sensitive,
action-oriented messages such as transaction orders by email. The
information contained in or attached to this email is based on sources we
believe reliable but is not considered all-inclusive. Prices, quotes, rates, yields
and any other information provided herein are subject to market conditions
and/or prior sale, and are subject to change without notice. Opinions are our
current opinions only and are subject to change without notice. Investments
are not FDIC insured, not bank guaranteed and may lose value.
 Variable annuities are sold by prospectus only. Investors should read the
prospectus carefully before investing. Annuities are long-term investments
designed for retirement purposes. Withdrawals of taxable amounts are subject
to income tax and, if taken prior to age 59 1/2, a 10% federal tax penalty may
apply. Early withdrawals may be subject to withdrawal charges. An
investment in the securities underlying a variable annuity involves investment
risk, including possible loss of principal. The contract, when redeemed, may
be worth more or less than the original investment. The purchase of a variable
annuity is not required for, and is not a term of, the provision of any banking
service or activity. Guarantees are backed by the claims-paying ability of the
issuer.