In times like these…How can your clients stay focused on retirement goals?

11th Mar 2020

Help your clients stay focused on their long-term goals.

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.


Calculator Proposal Output

Want to keep your clients focused on retirement planning?

Try our online Defined Benefit Plan Calculator, which easily compares retirement plans.

In 2 minutes you’ll have a professional proposal with estimated contribution and tax savings.


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