A custom DB plan proposal. Would you like 1, 2 or 3?

25th May 2021

 
A custom proposal? Or two? Or thee?

Hello,

A custom proposal for a Defined Benefit retirement plan can be a great conversation starter for your high-income clients, who are looking to lower their tax liabilities.

Pick 3 of your clients and we’ll run 3 free custom proposals. It’s part of our complimentary concierge service, to help advisors and CPAs identify viable candidates.

Do you know a self-employed or small business owner like this…? A consultant? A board member? A realtor? A private practice physician? Or maybe a small family-run business? If your qualified client is ready to save big on taxes, we’re ready to help. Call us at 866-269-2706.

Defined Benefit and Cash Balance plans help self-employed and small business owners accelerate retirement savings by allowing them to make very high deductible contributions – averaging $100,000+ annually.

Don’t guess. We’re happy to talk through any prospect or client situation. It’s what we do.

CALL TO CHAT ABOUT ANY CLIENT SITUATION
DOWNLOAD ILLUSTRATION REQUEST FORM

 

All the best,

Gary Rosen

Gary Rosen
Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E gary.c.rosen@dedicated-db.com
818-630-7162

www.dedicated-db.com

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