Chances are, if your client owns or wants a low-interest rate product like a CD, they A) are gun shy about putting their money into anything tied to the market; or B) don’t know that other, potentially more valuable options are out there.
But they're not likely to look at their calendar and think, “It’s April! I should call my advisor to talk about my CDs.” (That would be way too easy.) If you need help planting the conversation seed, we've designed a wealth of marketing materials to get you started.
Check out everything offered in our 2023 CD Replacement Kit:
- 2023 Taxable Equivalent Yield chart
- A split-annuity alternative guide and checklist
- CD vs. FIA sales strategies
- An SPL vs. CD calculator
- Prospecting letters, a fillable fact finder, social cards, and post copy
- Going Broke Safely and Market Loss Recovery concepts
- IAMS' Beyond Capital Transfer guide