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.

spacer
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

 Dedicated DB Logo

 

 

Dedicated DB@ DedicatedDB

A Defined Benefit plan provides #retirement benefits for corporate board members who receive high salaries. See how… https://t.co/udADc6rmdF

9:00 PM 24 June 2022

Dedicated DB@ DedicatedDB

Clients are looking at the world differently and #advisors are here to help. https://t.co/POMSnpfbi9

8:01 PM 24 June 2022

Dedicated DB@ DedicatedDB

The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI

7:08 PM 24 June 2022

Dedicated DB@ DedicatedDB

9 signs a client relationship is in danger. https://t.co/1GsJrXtyJI

7:03 PM 24 June 2022

Dedicated DB@ DedicatedDB

What's next in #wealthtech? Innovators weigh in at INVEST 2022. https://t.co/oTSprapOES

5:10 AM 24 June 2022

Dedicated DB@ DedicatedDB

Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV

4:30 AM 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now