Are your clients’ tax concerns making you rethink your approach?
26th Sep 2022
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