Complimentary DB Resource Kit: Your Path to Client Asset Growth

28th Jul 2017

 

Easy access to defined benefit resources for your high-income self-employed clients

Dedicated Defined Benefit Services

CALL US:
1-866-269-2706

YOUR DEFINED BENEFIT RESOURCE KIT IS READY

We’ve pulled together everything you need to introduce the best retirement plan solution for your high-income clients.

GET YOUR FREE KIT

Financial Advisors can deepen relationships and build annual asset inflows by offering high contribution defined benefit (DB) retirement plans.

Ideal clients for DB plans are self-employed individuals or owners of family businesses, age 40+, who earn $150,000+. Clients and their CPAs appreciate learning about the tax advantages of these plans.

Use these complimentary resources to contact qualified clients:

Factsheet: Defined Benefit Plan Overview for Clients
White Paper: Defined Benefit Plans: A Powerful Tax Strategy
Presentation: Defined Benefit Plans for Small Business Owners 
Client Brochures: Large Tax Savings Create Retirement Income and Wealth

GET YOUR FREE KIT

HELP YOUR HIGH-INCOME CLIENTS SAVE ON TAXES

Our handy Resource Kit has everything to help you offer the best retirement plan solution for your high-income clients. Unlock these complimentary marketing resources.

CALCULATE THE SAVINGS

Create a personalized estimate of contribution maximums and tax savings for each qualified prospect. 

CALCULATE THE SAVINGS

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

 

 

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