Complimentary DB Resource Kit: Your Path to Client Asset Growth

28th Jul 2017

YOUR DEFINED BENEFIT RESOURCE KIT IS READY

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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:

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

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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.

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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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Estimate contribution and deduction with our DB calculator Try it now