Marketing Defined Benefit Plans? We’ve Got the Material You Need.

27th May 2025

Sales and Marketing Tools Updated for 2025

OnePersonPlus Program Overview for Business Owners
Partner with CPA Presentation

With expenses rising your small business clients may be looking for ways to save. Defined Benefit plans are an effective retirement strategy that can help independent business owners save on income taxes and for retirement.

Our comprehensive library of marketing resources can help you understand and explain the special advantages of these unique plans.

We offer a variety of helpful materials including prospecting ideas on who may be best suited for a Defined Benefit plan and how these plans work.

Explore our resources and expand your knowledge.

VIEW OUR SALES
AND MARKETING TOOLS

 

Create a Proposal in Minutes

Try our newly updated Defined Benefit Calculator and generate a proposal for either 2024 or 2025.

RUN A PROPOSAL

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
(866) 269-2706

www.dedicated-db.com

© 2026 Dedicated Defined Benefit Services, part of FuturePlan by Ascensus. All Rights Reserved.

OnePersonPlus is a registered trademark of FuturePlan Administrative Services, LLC.

Estimate contribution and deduction with our DB calculator Try it now

Call: 866-269-2706