Download Brochures to Give to Your Clients
Client brochures are a great conversation starter. Each brochure promotes the benefits of a high-contribution retirement plan with client examples. You can download and email them to your Defined Benefit plan and Cash Balance plan prospects.
Defined Benefit Plan PDF Brochure
Intended for high-income people who are typically:
- Owner-only, owner + spouse or family business
- 40+ years old with $150,000+ of business income
- Able to contribute a significant amount of earned income for 3 years or longer
Cash Balance Plan PDF Brochure
Intended for small business owners who typically:
- Want to make larger tax-deductible contributions than allowed in a SEP-IRA or 401(k) plan
- Have a business with 1-10 employees
- Are willing to make contributions for their employees for 3+ years, but want to control the cost