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Marketing Resources to Build Your Practice

Cultivate relationships and bring in significant assets by offering cash balance pension plans to your clients. Here are a few of our most popular resources that you can use to introduce the best retirement plan solution for your highly profitable small  business clients. Our clients are high income self-employed individuals or small business owners who seek solutions to reduce their current tax burden.

 

Download these free resources to help you market, present and inform your clients. Or get started by signing up for our weekly webinar to learn how Dedicated DB has made it easy to offer these powerful plans.

 

Prospective Clients for Cash Balance Plans

 

  • Professional Practices, Partnerships, Profitable Businesses with 2-10 employees
  • Owners age 40+ years of age
  • Annual income of $150,000
  • 401(k) clients who want to contribute and deduct more each year

If you have questions, please contact us at any time. We’re ALWAYS AVAILABLE to help you.

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CASH BALANCE HIGHLIGHTS

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Fact sheet for clients on cash balance plan tax advantages, examples, and fees.

CASH BALANCE WHITEPAPER

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Add your contact info to this layman's explanation and email to clients.

CASH BALANCE SAMPLE ILLUSTRATION

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Show small business owners how much they can save

Estimate contribution and deduction with our DB calculator Try it now