There's no getting around it: Interest rates are dropping. Still, in an unpredictable economy, many clients gravitate toward low-interest products like CDs. It could be because they’re hesitant to invest in anything tied to the market, or they're simply unaware of the potentially better alternatives available to them.
This is where you come in. The annuity market has experienced significant growth in innovation, with new products, features, and carriers offering a fresh set of options. CD Replacement Month is the perfect opportunity to engage with clients and discuss these exciting updates!
To support your efforts, we've updated the 2024 CD Replacement Kit for October and packed it with top annuity rates along with some agent-favorite marketing materials.
What's inside:
- IAMS' 2024 Taxable Equivalent Yield chart
- A split-annuity alternative guide and checklist
- CD vs. FIA sales strategies
- SPL sales tips and comparisons
- Client concept guides on Going Broke Safely and Market Loss Recovery
- The 2024 IAMS vs. Barron's best annuities guide
- A prospecting letter, email and fillable fact finder
- Refreshed social cards and post copy
Enter your information here to request your 2024 CD Replacement Kit.
