Newsletter

Fall is a good time to look over the trajectory of the year and see where potential prospects have grown. High-income, small business owners may be eligible to invest more with a Defined Benefit plan. These specialized plans work for clients who meet specific criteria.

If you’re wondering where to find them, we have three ideas:

1. Review your client list – If you have self-employed clients who maxed out their retirement plan last year they may be eligible to save even more with a Defined Benefit plan. This type of plan allows the large tax-deferred savings.
2. Reach out to your network – Look through your contact list and see if there are any potential candidates or business contacts who may know a good prospect.
3. Look at our Typical Clients – Our list of ideal clients can help give you an idea of who is a perfect fit for a Defined Benefit plan.

For even more ideas have a look at our 5 Steps to Defined Benefit Sales.

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

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