Get Your Defined Benefit Plan
Resource Kit

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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.

Unlock Your Resource Kit

DEFINED BENEFIT WHITE PAPER

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

DEFINED BENEFIT OVERVIEW

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Fact sheet for clients on defined benefit plan tax advantages, examples, and fees.

DEFINED BENEFIT PLAN PRESENTATION

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Pull together a group of high-income prospects and walk them through this simple presentation.

DEFINED BENEFIT BROCHURES

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Order 10 defined benefit plan brochures to give or mail to your best prospects.

Estimate contribution and deduction with our DB calculator Try it now

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