Cash Balance Whitepaper for You & Your Clients

20th Apr 2017

FORWARD TO YOUR
SMALL BUSINESS CLIENTS!

DOWNLOAD OUR WHITE PAPER

Download our White paper

Learn the basics of Cash Balance Plans and who’s eligible for one of the best tax-advantaged retirement plans available today.

DOWNLOAD CASH BALANCE WHITE PAPER

 


ONLINE CALCULATOR

Quickly estimate the 2017 contribution limit and tax savings for your clients. Compare defined benefit plan to other retirement plans.

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Cash Balance White Paper to Share with Your Successful Small Business Clients

In our recent survey of Financial Advisors who have sold defined benefit plans with Dedicated Defined Benefit Services, the # 1 Marketing Tool requested was a white paper on Cash Balance plans.  So, here it is!

WHAT: A clear explanation of how a Cash Balance + 401(k) Retirement Program can provide significantly higher tax savings each year compared to a SEP-IRA or 401(k) alone – with examples your clients will understand.

WHO: Our OwnersPlusTM Cash Balance + 401(k) Retirement Program is designed specifically for Partnerships, Professional Practices, and Businesses with 1-10 employees who want to save significantly more for retirement and reduce taxes each year while limiting the cost of employee benefits.

HOW:

  1. Download White Paper: “Cash Balance Plans for Small Businesses”
  2. Add your contact information to the document and save on your desktop.
  3. Email to small business owners who want to save more for retirement and reduce their taxes.

FOLLOW-UP: Call your clients to ask if they are interested in saving more for retirement or reducing taxes for 2017.  Dedicated DB plan consultants will run custom illustrations for you at no charge if you complete our Illustration Request Form.

QUESTIONS? Call 1-866-269-2706 to discuss specific client situations.

DOWNLOAD “CASH BALANCE PLANS FOR SMALL BUSINESSES”

SIGN UP FOR CASH BALANCE PLAN WEBINAR
 

Putting Cash Balance Plans to Work
Thursday, April 27, 2017
10am Pacific / 1pm Eastern

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Dedicated Defined Benefit Services is ready to help you sell defined benefit plans by providing a variety of sales tools, defined benefit plan expertise, and ongoing administration services. You manage the assets.

 

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