SALES IDEA: Create Quick Savings Estimate for Clients

27th Oct 2017

CALCULATOR COMPARES RETIREMENT PLANS

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Do you have clients with high self-employment income?

Doctors, Contractors, Consultants, Engineers, Lawyers, and Authors are just a few of the clients who come to us for Defined Benefit plans. On average, they contribute $120,000+ each year and save $40,000 or more on current year taxes.

Use our 2-minute Small Business Retirement Plan Calculator and Proposal to get an accurate estimate of what a client can contribute and save. Many high-income clients can double or triple their retirement plan contributions each year.

ENTER YOUR CLIENT’S INCOME AND AGE

CREATE A RETIREMENT & TAX SAVINGS ESTIMATE FOR CLIENTS AND PROSPECTS

The calculator personalizes a comparison of the defined benefit plan results to other small business retirement plans. Learn more about how defined benefit plans Compare to defined contribution small business retirement plans.

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SALES IDEA

  1. Identify Qualified Defined Benefit Prospects and download a  “Typical Client Factsheet”
  2. Run a Calculation for one or more prospects and save as PDF. In each case you will immediately receive a client-appropriate illustration that explains the program.
  3. Call Dedicated DB at 866-269-2706 to discuss your prospect; we can refine the estimate if you have additional information
  4. Learn more about Defined Benefit plans and see all the marketing materials you can send to clients
  5. Email your customized Defined Benefit Estimate to your client or new prospect along with a OnePersonPlus Defined Benefit Business Owner Overview
  6. Follow-up via email or phone. Dedicated DB will participate in conference calls with the client and or CPA at your request.
  7. Open Plans by the end of the business fiscal year, generally, December 31st. Up to 75% of the contribution can be deposited once the plan is established.

CONTACT US FOR ALWAYS AVAILABLE CONSULTING

Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and do not charge asset-based fees. We are here to help.

You provide the investments and money management.

PHONE: 866-279-2706

CONTACT US

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client of the week

CLIENT OF THE WEEK

Multiple Income Sources

These days, it’s not only low-income people who have more than one source of income. One recent client, age 57, is a content creator. He is an author with royalties from a well-selling book, a paid TV commentator…

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Estimate contribution and deduction with our DB calculator Try it now