Are your clients’ tax concerns making you rethink your approach?

26th Sep 2022

Hello,

This season has brought a new level of concern about volatility in the markets and the potential tax implications. How can you offer your clients a flexible retirement plan solution? Consider recommending a Defined Benefit plan, which can allow for higher contributions than a SEP-IRA or Solo 401(k) as well as options during years of fluctuating income.

Let’s take your clients’ concerns about taxes and use them as a springboard for productive retirement planning conversations. We think we’ve found a few methods to boost your prospecting activity. Here are 3 ways to make the year-end selling season easier for you:

1) CONSIDER US YOUR RETIREMENT PLAN CONCIERGE

Have a question about small business retirement plans? We believe a 10-minute call can quickly get us moving in the right direction. 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.

HAVE A QUESTION? CALL 866-269-2706

2) 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

3) SUPPORT FOR YOUR SALES CAMPAIGNS

Need marketing inspiration? Check out our 30+ Sales and Marketing resources. You’ll find tons of great ideas, fact sheets, presentations, as well as our New Flexibility in Defined Benefit Plans white paper.

VIEW OUR SALES AND MARKETING TOOLS

Best regards,