Help your clients reach their financial savings goals for 2025

16th Dec 2025

As we reach the end of 2025, it’s time to close this year’s books and finish the season on a positive note. To end the year strongly, consider which of your clients is looking to maximize their tax savings and invest in their retirement goals. If they are high-income self-employed individuals, they may be eligible to reduce their tax burden by $100,000 with a Defined Benefit plan.

This is our busy season and it’s important to get those plans in by year end so that clients can lock in their savings for 2025 and get ahead of any changes happening in the new year.

Our team is ready to walk you through our streamlined process. Learn more on our site:

REVIEW YEAR END ADVANTAGES

Put Together a Quick Estimate

Our Defined Benefit Calculator can help you generate a proposal that shows how much your client may be eligible to save.

TRY OUR DEFINED BENEFIT CALCULATOR

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