Live Presentation

Learn the basics of defined benefit plans for your small business and self-employed clients.

  • How defined benefit plans work
  • Which clients benefit?
  • What materials are available?
  • How to get started

Recurring Webinars

Schedule

  • Every Monday at 1pm (Pacific)
  • Every Wednesday at 10am (Pacific)

Using our WebEx online conferencing system, you can attend a live online presentation of the program and get easy-to-use sales materials. A presentation takes just 30 minutes, and you can do it right from your own desk!

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Recurring Webinars

Schedule

  • Every Monday at 1pm (Pacific)
  • Every Wednesday at 10am (Pacific)

Using our WebEx online conferencing system, you can attend a live online presentation of the program and get easy-to-use sales materials. A presentation takes just 30 minutes, and you can do it right from your own desk!

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

Call toll free at: 1 (866) 269 - 2706
(Monday to Friday, 8.30am-8pm ET) or Send us a message