CD Rollover

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 {BRANCH/INSTITUTION NAME} 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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