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October Offers A Unique Opportunity To Sell Fixed Annuities
October is often referred to as CD Renewal Month. It’s a busy time for people looking to renew the 6-month CDs they used to shelter their April tax returns. And that spells opportunity for you!
Offer CD alternatives
Your clients may want an alternative to a CD — maybe a product with a higher rate. Or a vehicle that can take them into retirement and provide a stream of income.
Let’s compare. When set up properly, fixed annuities and CDs have similarities, but also some important differences:
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