Marketing Resources to Boost Your Practice
Deepen relationships and build annual asset inflows by offering high contribution defined benefit (DB) retirement plans. Here are a few of our most popular resources that you can use to introduce the best retirement plan solution for your high-income clients. Our clients are high earning self-employed individuals or small business owners who want strategies to reduce their current tax burden.
Download these free resources to help you market, present and inform your clients. Or get started by running a proposal to see how much your client can save in taxes.
Prospective Clients for Defined Benefit Plans
- Independent professionals, owner-only companies and individuals with self- employment income
- 40+ years of age
- Annual income of $150,000+
- SEP-IRA or 4o1(k) clients who want to contribute more each year
If you have questions, please contact us at any time. We’re always available to help you.
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