Helping your client find liquid accounts where they can store their emergency money provides a value added service. This will build trust and confidence with your client and prove that you are looking out for more than just their safe money income funds.
Make sure when you sell annuities that you are also selling emergency money. That’s not to say that you are going to actually sell savings accounts, certificates of deposit, or money market accounts but it doesn't hurt to let your clients know where they can get the best rates of return on their emergency money accounts.Here is a great resources for you clients to find out who is offering the highest rates of returns on FDIC insured accounts:
Written by anthony-owen
