Request Your CD Replacement Kit Today


October is CD Replacement Month and 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 with clients and prospects that safely outperform CDs.

Our 2022 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
  • Market Loss Recovery Chart
  • CD Prospecting Letter
  • Customizable Fact Finder
  • Retirement Pitfalls Presentation
  • Going Broke Safely Presentation
  • IAMS Top Annuity Solutions Report

Submit Now to Request Your 2022 CD Replacement Kit

5 Year Guaranteed Rate - 5.10%
3 Year Guaranteed Rate - 4.65% 

2 Year Guaranteed Rate - 4.05%