April is CD Replacement Month. Along with October, advisors should use this month to capitalize on the momentum behind this financial awareness campaign. Now is a golden opportunity to review portfolios and discuss alternatives that safely outperform CDs.
Our 2021 CD Replacement Kit includes a wealth of marketing materials:
- Taxable Equivalent Yield Chart
- CD vs. Annuity Comparison Chart
- Split Annuity Comparison Chart
- CD vs. FIA Sales Strategy
- CD Prospecting Letter
- Customizable Fact Finder
- Retirement Pitfalls Presentation
- Going Broke Safely Presentation
- IAMS Top Annuity Solutions Report
