Internal page for John T Davis only. Not for public or client use.
Do not share this URL or password with clients. This is only a convenience launch pad for internal presentations and tools.
Use these buttons to launch your presentations and download your planning workbook.
Reminder: This page is not linked from public navigation. Access via direct URL or bookmark only.
Go to the download page to get the ZIP file containing your 2025 Goals & Data workbook. Always save and unzip to your computer and work in desktop Excel for full functionality.
Open Goals & Data Workbook Download PageUse the download button on that page to save the ZIP, then unzip and use a fresh copy for each client.
Launch the full PowerPoint with all animations to walk clients through how the order of market returns can impact retirement income, even when the “average return” looks reasonable.
Open “Sequence of Returns” PowerPointOpens in a new tab via OneDrive. Set sharing to “Anyone with the link can view” (no editing).
Launch this deck to explain how index crediting, caps, participation rates, and downside protection work inside a hybrid fixed index annuity or similar structure.
Open “Index Explanation” PowerPointOpens in a new tab via OneDrive. Set sharing to “Anyone with the link can view” (no editing).