Newsletter

With the summer season upon us and many clients on vacation, capturing their attention can be hard, especially while they are busy relaxing on the beach. The value proposition of Defined Benefit plans may get them thinking. If they are high-earning self-employed individuals they may be able to speed up their retirement savings, shortening their years to retirement.

We have some helpful financial planning resources that can help you connect with clients and get them excited for building a future where they can do more relaxing.

1. Calculator – Quickly run a calculation and generate a proposal showing how much tax and retirement savings they may be able to access.
2. Defined Benefit Plan Highlights for Business Owners – Share with your clients the highlights they may be eligible for with these specialized plans.
3. Call Script – Easily identify good prospects and get the conversation started.

Keep your business strong during the summer slowdown.

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