This webinar covers how advisors can identify and capture “safe money” opportunities that are often overlooked in client portfolios. We break down where trillions of dollars are currently sitting, including CDs, savings accounts, and money market funds, and why these assets rarely come up in typical conversations. You’ll see a side-by-side comparison of current CD rates versus alternative guaranteed options, along with the key factors that make certain clients a strong fit. We also introduce a simple 3-conversation model designed to help uncover these assets naturally, using real questions and practical strategies you can apply immediately. If you work with conservative clients or retirees, this session provides a straightforward framework to help you better position and manage their safe money.