Check in with your clients and help them evaluate their options when it comes to renewing or rolling over their CD. There are 8 questions we have chosen as key questions to review with clients before they take any action.
Often clients don't know that they have choices when it's renewal time. These questions can open their eyes to new possibilities. They may choose to renew, or maybe they discover a new way to achieve their goals with your help.
Download this list of questions you can take on your next appointment!
Call Liz in our Annuity Department to review how clients can see higher rates before they renew bank CD. Show them the opportunity to earn more!