Newsletter

Finding your way through the retirement plan landscape can be a challenge. Knowing which direction to help guide your clients towards retirement security takes skill and understanding.

If you have high-income clients that max-out their current plans annually you may want to explore the details of Defined Benefit plans. These specialized plans can help self-employed individuals and small business owners save tens of thousands of dollars on their taxes while also expanding their retirement savings.

They must meet certain criteria to be eligible:

• Earning $100,000+ annually
• Self-employed or small business owner with less than 5 employees
• 35+ years of age

Learn more about Defined Benefit plans on our website:

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com