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How can you add value to your client relationships this tax season?

8th Mar 2022

client relationships tax season

Hello,

How can you add value to your client relationships with all the recent distractions?

Just a quick note to remind you know that we’re here to help keep your clients’ retirement plans on track. Whether it’s running a custom proposal for a Defined Benefit plan or talking out a specific client situation, we’re ready to offer our expertise. This tax season please let me know how I or any of our Plan Design Consultants can help. Call us at 866-269-2706. Thanks.

Best regards,

Raymond Lee

Raymond Lee photo

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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