How do you best plan for long-term variability?

24th Oct 2025

With changing market conditions becoming a fixed feature, how do you help your clients maximize their long-term financial success? If you have clients that are high-income self-employed they may be eligible to access increased tax savings while also contributing a lot to their retirement. Defined Benefit plans allow for the high contributions and great tax savings.

Some clients may be reluctant to make a commitment to a long-term plan, but Defined Benefit plans do offer some unique areas of flexibility. To learn more about those areas have a look at our Flexibility white paper.

DOWNLOAD OUR FLEXIBILITY WHITE PAPER

What is the right plan?

Your client may have unique conditions that make them more suitable to a different plan. Learn more about other retirement options.

RETIREMENT PLAN OPTIONS

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