Tax Surprise?

21st Apr 2016

Which of your high income clients owed more than expected?

Man Looking SurprisedCreate a Win-Win solution for 2016 with more powerful retirement plans:

  • Contributions and fees are fully deductible

Estimate Tax Savings & Contribution

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Run our Instant Do-It-Yourself Defined Benefit calculator to see how much YOU or Your Client could save on taxes and add to retirement savings. Compare the defined benefit contribution to a SEP, SIMPLE, and 401(k) for your client.

Try it Now

Who can benefit the most?

If your clients or prospects are age 40+ and earn over $100K in self-employment income, a defined benefit plan may provide large tax savings. Typical clients are Medical Practitioners, Consultants, Franchise Owners, Mom and Pops, Real Estate Professionals, Financial Advisors and more. See the Top Occupations for our defined benefit clients in 2015 and take a look at how much Typical Clients can save.

If your clients have small businesses – 1 to 10 employees – an OwnersPlus Cash Balance + 401(k) Profit Sharing Retirement Program might allow them to contribute even more while controlling the cost of retirement benefits for employees.

Use Our 2016 Tax Savings Strategy to Deepen Client Relationships

Help your clients turn tax-shock into retirement savings awe.

See the 5-Step Tax Savings Strategy

Talk to prospects now, before they contribute to a SEP for 2016!

Discuss how a defined benefit plan can help their 2016 tax situation — before a contribution to another plan makes it impossible to get much larger tax deductions for 2016. Show them these huge differences in tax savings for retirement plans that include a Defined Benefit plan, saving them as much as $50-100K in 2016 taxes and giving you additional assets to manage.


Make 2016 the year you become a tax-savings hero to your clients

(who spread the word to all their colleagues.)

We will do everything we can to help you bring in DB sales in 2016. Click here to run a 2016 illustration online or contact our Defined Benefit specialists at 1-866-269-2706. You can also complete the Illustration Request Form — we’ll turn it around for you within 24 hours.

Call us toll free at: 1-866-269-2706 or email us at

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Estimate contribution and deduction with our DB calculator Try it now