Help Your Clients See the Tax-Deferred Advantage.

Bank CDs are aggressively marketed, but they carry a hidden annual tax drag. Use this tool to show your clients how a Multi-Year Guaranteed Annuity (MYGA) can outperform comparable taxable CDs through the power of tax deferral.

Compare Apples to Apples: Show true net yields after tax drag
Visualize the Difference: Interactive growth projection curves.
Highlight Key Advantages: Clear value proposition for client presentations.

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See how tax deferral compounds over time

Adjust the inputs to model a specific client scenario.

MYGA value at maturity
$127,628
Tax paid at withdrawal only
CD value (after annual tax)
$124,380
Interest taxed each year
Extra growth from deferral
+$3,248
More money working for your client
Effective annual rate advantage
+0.52%
Tax deferral equivalent rate boost

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