Partner with CPAs to Build Your Business

Advisors who succeed in offering defined benefit and cash balance plans often partner with CPAs to identify prospects in need of new tax strategies.

We’ve assembled a wealth of free materials and learning resources to support you as you talk to CPAs and gather referrals from them.

  • Program Highlights for CPAs

  • Presentation for CPAs

  • Typical Client Profiles for Defined Benefit Plans

  • Turning What You Know About Defined Benefit Plans on Its Head

  • Demo the Contribution and Estimated Tax Savings

Resources

Learn

OwnersPlus Cash Balance Advisor Overview

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Learn

OnePersonPlus Defined Benefit CPA Overview

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New Flexibility in Defined Benefit Plans

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Estimate how much you or your client could save on taxes with our DB calculator Try it now

See if you or your client qualify for Defined Benefits Learn More

Questions about opening new plans

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