Are you looking for new ways to boost your client’s savings?

As we get back into the swing of the school year, let’s take the opportunity to learn about high-contribution tax-deductible Defined Benefit plans.

What is special about these plans?
They allow high contributions that are fully tax-deductible allowing clients to save more for their retirement and on their taxes.
Which clients are a good fit for a Defined Benefit plan?
Clients that are high-income self-employed people with no or under five employees who would like to save more on their taxes.
How can I learn more about Defined Benefit plans?
Our website has numerous resources to help you learn about and market DB plans. We also offer webinars with Free CE credit as a bonus.

If you’re interested in more in-depth information. Sign up for a live demo on our website.

Basics of Defined Benefit Plans White Paper

Our Defined Benefit Calculator can help you quickly estimate how much your client may be eligible to save.

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com

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