Create a Conversation - CD Alternative
Published: July 22, 2021
Tracking Code: 30028
Business Line: Retirement Solutions
Category: Conversation Starters

In this conversation card, you're looking for clients with CDs that rollover regularly or where the clients aren't using the funds. Through a multi-year guarantee annuity (MYGA), you can provide principal protection and liquidity with a greater return than a typical CD.

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