Newsletter

Now that the new year is getting underway, it’s a good time to put together a plan to help grow your business. Setting targets for 2025 will help you have goals to work towards and create the opportunity to learn new ways of reaching them.

If you are looking to increase your assets under management and help your small business clients save on taxes Defined Benefit plans may help you achieve those goals.

Defined Benefit plans are ideal for high-income, self-employed people, who are 35+ and looking to save money on their taxes.

We can help you:

• Identify qualified prospects
• Explain the unique advantages of these plans
• Create a proposal
• Close the sale

Have a look at our 5-Step Sales Process to learn more about Defined Benefit plans and how they may be able to help you reach your sales goals in 2025.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com