Four tips to grow business during the summer slowdown

Summer can be a time to slow down and reflect but it doesn’t have to slow down business prospecting.

Here are four ways to keep business growing in the summer while taking time to relax.

Collaborate with your CPA network. Reach out and see if they have any referrals for high-income self-employed individuals in need of tax savings.
Talk to clients who filed an extension. If you have clients who filed an extension they may still be able to take advantage of tax savings for 2024 with a Defined Benefit or Cash Balance plan.
Review our Sales and Marketing materials to learn about Defined Benefit plans. Share them with your qualified clients.
Run a proposal and contact our Defined Benefit specialists. They can walk you through the entire process

Does your client have employees?

If you have a high-income small business owner with employees, a Cash Balance plan may be the right solution. Schedule time with us for a review.

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

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