In times like these, stay the course.
During uncertain times, it’s important that your clients block out the short-term noise and focus on their long-term retirement goals. A powerful solution is available to help high-income earners (like doctors, lawyers and consultants) achieve their retirement goals: a Defined Benefit Plan.
Clients can feel comfortable with flexible plan options.
Download our New Flexibility in Defined Benefit Plans whitepaper, to learn how a well-designed DB plan prevents clients from feeling locked in. Additional flexibility allows business owners to adjust contributions from year to year, if their income changes.
Need a conversation starter? Tax season is a great time to share this whitepaper with your clients and CPA contacts.