Always Available – Retirement Plan Consulting

5th Oct 2016

ALWAYS AVAILABLE
RETIREMENT PLAN CONSULTING to SUPPORT YOU

Here comes 4th quarter!  Hard to believe the crunch is about to begin: end of year tax planning that can take over your life.  We think we’ve found a few ways to make it all just a little easier for you.

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5 ways to make 4th Quarter easier for you

1. CONSIDER US YOUR RETIREMENT PLAN CONCIERGE

Have a question on small business retirement plans? We’ll get you to the correct answer.  And, if your client does not fit our specialty – defined benefit and cash balance plans– we’ll refer you with a warm introduction to a highly qualified TPA.


Martin Aza Answering Calls

2. AVAILABLE ANYTIME – EVEN NIGHTS AND WEEKENDS 


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Meeting with clients on short notice? We’re available 24/7 by appointment. We can run estimates, answer questions, or be on a call with you and your clients.

Call: 866-269-2706

Email: DBPlans@dedicated-db.com

3. FREE RETIREMENT PLAN ILLUSTRATIONS AND PROPOSALS

Not sure if your client qualifies? Run an estimate yourself online and then give us a call.  We can refine it for you and help you talk your clients through it.

TRY OUR DEFINED BENEFIT CALCULATOR

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4. NEW PLANS AVAILABLE THROUGH DECEMBER 31st


December 31st

Getting close to the year-end deadline? We offer a Quick Adoption Process throughout December to make sure your client’s plan is opened by the year-end deadline. But, the earlier you start talking to your clients, the sooner you can open the investment accounts and start putting their money to work.

5. SUPPORT FOR A 4TH QUARTER SALES CAMPAIGN

Need marketing inspiration? Check out our Sales and Marketing Resources. You’ll find tons of great ideas, white papers — and free brochures!  

Marketing Materials

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Don’t have time to talk?

Save this email and contact us at DBPlans@dedicated-db.com when you have small business retirement questions, or whenever it’s convenient for you. We’re available 24/7 by appointment. We are here to help

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Estimate contribution and deduction with our DB calculator Try it now