Sales and Marketing Resources

OnePersonPlus® and OwnersPlus™ are the easiest Defined Benefit (DB) and Cash Balance (CB) plans for you to offer your clients.

  • New to DB and CB plans? We offer ongoing education. Sign up for our weekly webinar.
  • Not sure which clients fit? We have the best qualifying tools in the business. Start by reading about  Typical Clients.

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NEW CASH BALANCE WHITEPAPER: Learn the basics of cash balance plans designed specifically for small business owners. READ and FORWARD to suitable clients.

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Estimate contributions and tax savings with our DB calculator Try it now