50+ Updated Tools to Acquire New Clients and Close Plans
If you’re looking to build your book of business, we have your solution. You can help high-income prospects reduce tax liabilities by $50,000 to $100,000 by making large contributions to Defined Benefit or Cash Balance retirement plans—contributions that become assets for you to manage.
We’ve recently updated 50+ resources to help you successfully offer these plans to small business owners, attorneys, doctors and others. Whether you want to brush up on these plans or are looking for marketing resources you can share with prospects, you can now access these free tools on our Sales and Marketing Resources page.
Want new clients? Create an estimate for clients using our do-it-yourself DB calculator. As always, our Plan Design Consultants can run custom proposals and help you identify qualified prospects: 1-866-269-2706.
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