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Date
Mr. and Mrs. Client
Address
Home town, USA Zip
Dear [Financial Institution Client]:
If you're thinking about rolling over your Bank Certificate of Deposit,
you may have better alternatives. Certificates of Deposit offer a great
way for many people with short- term investment needs to earn interest. If
your needs go beyond the short-term, you may wish to consider some
alternatives that can potentially help you earn more from your investments
than CDs.
If you're holding CDs that are about to mature, please take a moment to call
me before making any reinvestment decisions. I can assist you with some
conservative alternatives that can give you the potential for higher yields
to help fight inflation.
I would be happy to discuss your investment needs, with no obligation, so
that you can make a well-informed decision about where to put your money.
Please call me at {PHONE NUMBER} today. I look forward to hearing from you!
Sincerely,
[Your Name], [Title]
[Institution]
NOTE:
Bank CDs are federally insured and offer a fixed rate of return, whereas
both the principal and yield of investment alternatives will fluctuate with
changes in market conditions and are not guaranteed.
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