Act by Dec 31: You Can Lock in 2018 Client Tax Savings

19th Dec 2018

Quick Adoption for Defined Benefit Plans

Defined Benefit Plans
QUICK ADOPTION 2018

DON’T DELAY: Open Plan by December 31, 2018

Give Your Clients Big Tax Savings in 2018.
Plans Must Be Opened by Year-End.

OnePersonPlus® is a Defined Benefit Retirement Plan that potentially can reduce taxable income by $100,000 or more while adding $1-2 million to retirement savings.

It’s not too late to help your high income clients with self-employment income lock in 2018 tax savings and build retirement assets by setting up a defined benefit plan. Plans must be opened by the end of their fiscal year, generally, December 31st.

We have special quick adoption procedures to help individuals or individual and spouse open Defined Benefit and 401(k) plans through year-end.

GET STARTED

We can help you make the sale.

DECEMBER ONLYcalendar icon

Quick Adoption Application must be completed and signed by 12/31/2018. Fund by tax deadline in 2019.

DOWNLOAD PLAN APPLICATION

OnePersonPlus Overview for Clients

EMAIL THESE MATERIALS TO HIGH INCOME CLIENTS

Defined Benefit Client Highlights

CREATE AN ILLUSTRATION

Show your clients a proposal; you can create one in seconds.

CALCULATE SAVINGS

Call Our Defined Benefit Specialists

1-866-269-2706

 

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