Find the right CD alternatives for your clients
With economic uncertainty still top of mind, many clients turn to Certificates of Deposit for their sense of security. But what if you could offer them higher yields, tax deferral, and more guaranteed income - without the market risk so many fear?
That's where annuities come in! April is CD Replacement Month, and we've made it easier than ever to educate clients and prospects on smarter alternatives.
Why now's the time to start the conversation:
- $950 billion in CDs will mature by October; $2.5 trillion maturing within the next 12 months
- 86% of all bank CDs will mature within a year
- Interest rates are expected to drop
- Clients need attractive alternatives for reinvestment
Our free marketing kit includes:
- A 2025 Taxable Equivalent Yield chart to compare returns
- A Split-Annuity strategy guide and checklist to optimize tax efficiency
- Comparisons and calculators for CDs vs. annuities and CDs vs. SPL
- Prospecting emails, a fillable fact finder, social cards, and post copy
- Going Broke Safely and Market Loss Recovery concept pages
Fill out the form here to request your copy.
