How can you cultivate your own high-net-worth clients?

24th Oct 2023

Prospects from all walks of life may qualify for a Defined Benefit plan.

Hello,

Doctors and lawyers are the obvious occupations…
But what about these professions for a Defined Benefit plan?

  • Architect
  • Board Director
  • Contractor
  • Entrepreneur
  • Financial Planner
  • Consultant
  • Real Estate Agent
  • Software Developer
  • Video Gamer
  • Online Coach

Small business owners and self-employed professionals from all walks of life open Defined Benefit retirement plans with us each year. It often starts with a short conversation about tax planning. Here are three questions to get the conversation started:

  1. Would you be interested in saving more for retirement if you could take a larger tax deduction?
  2. Do you have W-2 or 1099 income in 2023 that is not currently covered by an employer-sponsored retirement plan?
  3. Do you plan to work at least another 3-5 years?

Not sure if your prospect qualifies for a Defined Benefit plan? Contact us.

Our retirement plan experts are available to answer questions or run custom proposals. If you want to talk about any prospect or client situation, email DBplans@dedicated-db.com or call us at 866-269-2706.

Typical client examples >
Estimate tax savings >

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E raymond.lee@dedicated-db.com
(866) 269-2706

www.dedicated-db.com

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Call: 866-269-2706