Learn, Market, Close the Plan: 50+ Up-to-Date Resources

11th May 2018

All the Resources You Need to Offer 

High Contribution Defined Benefit & Cash Balance Plans

 

Dedicated Defined Benefit Services | Sales & Marketing Resources

Dedicated Defined Benefit Services | Sales & Marketing Resources

Now, you can access 50+ marketing tools and learning resources, up-to-date for 2018. 

This year, high income clients are struggling to understand the impact of the new tax law. For high-income small business owners and self-employed clients, making smart decisions about retirement plans can make the difference in whether or not they can take advantage of the 20% deduction for pass-through income.  We have everything you need to show them their retirement plan options.  

VISIT RESOURCE CENTER

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Want to Learn?

You can filter resources to help you get up to speed on Cash Balance plans and/or Defined Benefit plans.

Check “Learn” and see materials to help you learn more about the Plans:

Filter by Defined Benefit Learn

Use these resources to learn about our retirement plans:

Live Demo Presentation Icon Live Demo: “Introduction to Defined Benefit Plans for Business Owners” 
Cash Balance Factsheet Cash Balance Factsheet: “Financial Advisor Program Overview” 
High Contribution Retirement Plans High Contribution Retirement Plans Factsheet: Learn about all the plans Dedicated DB offers 
WhitePaper on Defined Benefit Plans WhitePaper on Defined Benefit Plans: “A Powerful Tax Strategy for High Income Individuals with Self-Employment Income and Small Business Owners”

Ready to Market?

These plans allow clients the highest deductible contributions, in 2017, averaging $140,000+ annually. Share materials with clients who are good prospects for high contribution retirement plans.

Check “Market” in the resource center for materials you can email or send to clients.

Filter by Defined Benefit Marketing

Here is a sample of our materials you can download:

Defined Benefit Plan Client Highlights Defined Benefit Plan Client Highlights: “A Retirement Plan with Huge Tax Savings”
Create a Defined Benefit Plan Proposal Create a Proposal: Give this illustration to your clients
Cash Balance Plan Whitepaper Cash Balance Plan Whitepaper: Learn about all the plans Dedicated DB offers

Resource Types

And, if you know what you are looking for specifically, click on that Resource Type to download the material.

Filter by Defined Benefit Resource

Dedicated Defined Benefit Services | Order Brochures

OnePersonPlus Brochure

Create Retirement Plan Illustrations

Not sure if your client qualifies? Run an estimate yourself online and then give us a call. We can refine it for you and help you talk your clients through it.

TRY OUR INSTANT DEFINED BENEFIT CALCULATOR

Always Available – Even Nights and Weekends

Meeting with clients on short notice? We’re available 24/7 by appointment. We can run estimates, answer questions, or be on a call with you and your clients.

PHONE: 866-269-2706
EMAIL: DBPLANS@DEDICATED-DB.COM

 

 

Dedicated DB@ DedicatedDB

A Defined Benefit plan provides #retirement benefits for corporate board members who receive high salaries. See how… https://t.co/udADc6rmdF

9:00 PM 24 June 2022

Dedicated DB@ DedicatedDB

Clients are looking at the world differently and #advisors are here to help. https://t.co/POMSnpfbi9

8:01 PM 24 June 2022

Dedicated DB@ DedicatedDB

The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI

7:08 PM 24 June 2022

Dedicated DB@ DedicatedDB

9 signs a client relationship is in danger. https://t.co/1GsJrXtyJI

7:03 PM 24 June 2022

Dedicated DB@ DedicatedDB

What's next in #wealthtech? Innovators weigh in at INVEST 2022. https://t.co/oTSprapOES

5:10 AM 24 June 2022

Dedicated DB@ DedicatedDB

Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV

4:30 AM 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now