Download Your Client Guide to Bank CDs vs. Annuities (SPDAs)

Annuities vs. CDs

Clients often have their hard-earned savings in a CD or savings account at their bank. This helpful handout shows clients how a CD compares to a Single Premium Deferred Annuity (SPDA).

Bank CD vs. Single Premium Deferred Annuity (SPDA)

When you give your client this handout, they get to see the following comparisons between a CD and a SPDA:

  • Safety
  • Timeline
  • Interest
  • Tax Savings
  • Liquidity
  • Maturity

The ultimate goal of this informational handout is to show your clients just how attractive an annuity can be. 

Print Out This CD vs. Annuities Handout

Give a copy of this informational handout to your clients in order to get the annuity conversation started. If you have at least one contract with us, we'll even customize it for you.

If you want the paper to be a bit more substantial than something you can print at home, you can upload this exact 8.5" x 11" file to a printing company like Vistaprint. That gives you the option to choose a thicker paper, and you even choose a glossy finish, which gives you an attractive and professional-looking flyer.

You can also order a flyer holder if you'd like to display these handouts in your office.

New to annuity sales?

Annuity sales are a huge opportunity for independent agents in the senior market. If you want to learn how to sell annuities to seniors, you've come to the right place!

Check out our complete guide here: The Ultimate Guide to Selling Annuities In the Senior Market