Is a possible recession making your clients rethink their retirement plans?

13th Sep 2022

Waiting email header, picture of a loading circle


Are your clients worried about a possible recession? And thinking about waiting to retire?

While the markets may ebb and flow, it’s important to help your self-employed and small business clients stay the course. Now may be a good time to recommend a flexible retirement plan that allows your clients to accelerate their retirement savings.

Turbocharge tax savings and contributions with a Defined Benefit plan

These wealth-building pension plans allow high-income, self-employed professionals to make very high contributions – the largest deductible contributions approved by the IRS. At Dedicated DB, our Plan Design Consultants can:

  1. Help you identify prospects
  2. Create a custom proposal
  3. Work quickly to complete the plan design

Let’s talk before your clients contribute to a SEP and solo 401(k)

We appreciate that many clients want to continue contributing towards their retirements while delaying big purchases. However, please have them hold off on contributing to a SEP-IRA or solo 401(k) until you talk to us first. Call us at 866-269-2706, so we can discuss the best retirement plan options. We’re here to help.



Best regards,

Raymond Lee 

Raymond Lee photo

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

(866) 269-2706

 Dedicated DB Logo

Dedicated DB@ DedicatedDB

How long does it take to set up a Defined Benefit #retirement plan? Learn about this and more in our FAQs.

7:59 PM 27 January 2023

Dedicated DB@ DedicatedDB

Here's how to connect with people, not just their money.

6:01 PM 27 January 2023

Dedicated DB@ DedicatedDB

We've simplified the process. Here are the 4 key steps to get started with a defined benefit #retirement plan.

7:59 PM 26 January 2023

Dedicated DB@ DedicatedDB

Here are 6 questions your #financialadvisor should be asking.

4:59 PM 26 January 2023

Dedicated DB@ DedicatedDB

Check out our latest Client of the Week. It's about two California-based contractors who have pushed the boundaries…

11:01 PM 25 January 2023

Dedicated DB@ DedicatedDB

Head’s Up Insight: Here’s Where SECURE 2.0 Falls Short

10:50 PM 25 January 2023

Estimate contribution and deduction with our DB calculator Try it now