Calculator – 2023

Defined Benefit Calculator

Two minute calculation

Advisor

Advisor's Company Name *

Broker Dealer

Advisor Name *

State *

Advisor Phone *

Advisor Email *

Business Owner

Company Name

Business Entity *

Owner's First Name

Owner's Last Name

Owner's Date of Birth *

Owner's Compensation *

Date Business Started *

Employees

To include up to 4 additional employees in the proposal calculation, click to add:

Relationship

Name

Date of Birth

Annual Compensation

Relationship

Name

Date of Birth

Annual Compensation

Relationship

Name

Date of Birth

Annual Compensation

Relationship

Name

Date of Birth

Annual Compensation

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