Show clients the power of an annuity with
our free 2026 CD Replacement Kit
With inflation rising, it's essential for investors to grow their money—not just let it sit. CD Replacement Month is a great time to introduce annuities as a higher-yield alternative. Our complimentary 2026 CD Replacement Kit helps advisors start that conversation.
Our free kit includes:
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2026 Taxable Equivalent Yield chart
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Split-annuity alternative guide and checklist
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CD vs. FIA sales strategies
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SPL sales tips and comparisons
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Client materials: Going Broke Safely and a rate cut impacts guide
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Prospecting letter, client email, and fillable fact finder
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New social cards and post copy, and more!
Discover how annuities offer more than CDs. Help your clients take the next step—request your 2026 CD Replacement Kit today!