Find the right CD alternatives for your clients
In an uncertain economic environment, low-interest rate products like CDs are still attractive to clients - often because A) they are gun-shy about putting their money into anything tied to the market or B) they don’t know that potentially more valuable options are out there.
The annuity market has witnessed recent surges in product innovation, refreshed features and strategies, along with new carriers entering the space. CD Replacement Month is a great time to connect with clients and prospects to review these changes!
To help you start the conversation, we've combined top annuity rates and plenty of marketing materials into our 2024 CD Replacement Kit. Here's what's inside:
- 2024 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
