Newsletter

Do you have high-income self-employed clients looking to save for retirement and to maximize their tax savings? With our newly updated calculator, you can quickly run a proposal and have something immediate to share with them for discussion.

When you compare Defined Benefit plans to other retirement plan options for self-employed clients, the tax savings and contributions may be much higher than alternatives such as SIMPLEs, SEPs, and 401(k)s.

We know every client’s situation is unique. To make the process as seamless as possible our defined benefit experts are ready to help.

See how the savings add up, give our calculator a try.

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