Identifying the right prospects doesn’t have to be hard. Here’s why.

25th May 2023

We make opening a plan easy.


Despite market challenges, we make it easy to open a new plan.

In times like these, your high-income clients are looking to you for flexible retirement solutions. Dedicated DB’s easy set-up process takes the hassle out of setting up a new Defined Benefit or Cash Balance plan. We’ve simplified the steps for adopting plans so that you can focus on what matters most – keeping your clients’ retirement goals on track.

We make identifying the right prospects easy.

We believe that a quick call can help determine if your prospect is a good fit. Do you know a self-employed consultant? A board member? A private practice physician? Or maybe a small family-run business? Call 866-269-2706 to get us moving in the right direction.

What’s more, high-contribution retirement plans help self-employed and small business owners accelerate retirement savings by allowing them to make very high deductible contributions – averaging $100,000+ annually.

If your high-income client is ready to save big on taxes, we’re ready to help. Email us at

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Best regards,

Gary's signature 

Gary Rosen

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Call: 866-269-2706