2017 BROCHURES: Explain Tax Savings for High Income Clients

7th Jun 2017

ORDER UPDATED BROCHURES TODAY
MAIL TO CLIENTS & PROSPECTS THIS SUMMER

Defined Benefit and Cash Balance plans do not have to be complicated. We have taken the hard work out of explaining these plans by developing brochures that walk your client through the benefits and examples. We’ll send you 10 brochures this month (5 of each) at no cost. If you need more, give us a call at 866-269-2706.

PREVIEW AND ORDER NOW

OnePersonPlus BrochureOnePersonPlus® is an IRS-approved Defined Benefit Plan for high income self-employed individuals, owner-only and family businesses.  In 2016, clients who opened our OnePersonPlus® Defined Benefit plans had a median plan contribution and deduction of $133,000.  Annual contributions are required.

OwnersPlus BrochureOwnersPlusTM Cash Balance + 401(k) Retirement Program is designed to give owners of 1-10 employee companies the tax advantages of a defined benefit plan with the additional control over employee costs.

If your clients have high income from self-employment or a small business, introduce them to a more powerful retirement plan that has the potential to double or triple their contributions and deductions for 2017.

ORDER BROCHURES

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TRY OUR ONLINE DEFINED BENEFIT CALCULATOR

Create a personalized retirement estimate that shows how much your client could save on taxes and add to retirement wealth.

CALCULATE SAVINGS

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MARKETING TIPS AND SALES SUPPORT

  1. Identify Defined Benefit and Cash Balance Prospects 
  2. Order brochures from Dedicated DB.
  3. Once your client responds, you might need to gather additional information — use our “Illustration Request Form” to gather census information.
  4. Call Dedicated DB at 866-269-2706 to discuss your prospect or you can run an estimate using our online calculator right now.

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client of the week

CLIENT OF THE WEEK

Raise the Roof!

It’s time to celebrate! A roofer, age 61, in Texas has a thriving C-Corporation in which his only other employee is his wife; all his other workers are independent subcontractors.

READ MORE

 

 

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Estimate contribution and deduction with our DB calculator Try it now