Brochures – Just in Time for Year-end Asset Gathering

30th Nov 2017

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Which Client Would Benefit from a Cash Balance or Defined Benefit Plan?

Offer high income clients and prospects the potential to add $100,000 or much more to their retirement savings by making large tax deductible contributions annually to these IRS-approved plans. These plans must be opened by the end of your client’s fiscal year, generally, December 31st. In most cases, contributions are new assets for you to manage.

Here are some highlights of OnePersonPlus Defined Benefit Plans® and OwnersPlus™ Cash Balance Plans to share with your qualified clients:

OnePersonPlus Defined Benefit Plan

  • Owner-only and family businesses

  • Large deductible contributions averaging $125,000 annually

  • Open platform for investments

  • Requires annual contributions

  • Can be combined with OnePerson(k) to increase total contribution and flexibility

OwnersPlus Cash Balance Plan

  • Business owners with 1-10 employees

  • Large deductible contributions for owners, up to $200,000 or more

  • Contributions for employees are limited and controlled

  • Open platform for investments

  • Requires annual contributions

  • Combines cash balance with a 401(k)/profit sharing plan to maximize retirement savings

ORDER FREE CLIENT BROCHURES

We’ll send you 10 brochures to mail or hand to your clients or prospects – at no cost to you. 

OnePersonPlus® Brochure

The OnePersonPlus brochure compares Defined Benefit to other plans suitable for the self-employed and family businesses. It highlights who is best suited for a DB vs. a one person 401(k). Preview Brochure.

ORDER BROCHURE

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OnePersonPlus Brochure

OwnersPlus™ Brochure

The OwnersPlus brochure presents the Cash Balance + 401(k) solution for business owners with 1-10 employees to maximize business owner savings. Preview Brochure.

ORDER BROCHURE

OwnersPlus Brochure

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MORE MARKETING AND SALES TOOLS

Visit our Sales and Marketing Resources page for additional tools to help you close the sale for 2017.

OnePersonPlus Program Highlights for Clients
Share this one-page overview of a defined benefit program that you can email to clients today

OwnersPlus Program Highlights for Clients
Email this one-page overview of a cash balance program to your profitable small business clients

Illustration Request Form
We’ll run a custom proposal for clients who need more

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FREE RETIREMENT PLAN ILLUSTRATIONS

Proposal ImageNot 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 Instant Defined Benefit Calculator

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CONTACT US FOR ALWAYS AVAILABLE CONSULTING

Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and do not charge asset-based fees. We are here to help.

You provide the investments and money management.

PHONE: 866-269-2706

CONTACT US

 

Dedicated DB@ DedicatedDB

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The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI

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Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV

4:30 AM 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now