We built three one-page client pieces that make the CD-to-MYGA conversation simple. They're available by request only. Tell us you'd like the kit, and our team will add your agency logo and contact information and email the finished PDFs to you.
CD Renewal Checkup
A quick one-page flyer with a CD vs. MYGA side-by-side, the tax-deferral example, and three questions to ask before a CD renews.
Love Your CD? Meet the MYGA
A detailed comparison sheet covering rates, terms, taxes, backing, access to money, and options at the end of the term.
Before Your CD Renews
A client guide with a feature-by-feature checklist and plain-English "good to know" points about how a MYGA works.
