Newsletter

Summer is a slower time for many people. Your business may be slow because of clients’ vacations and colleagues working at a “summer” pace. Why not take advantage of the summer slowdown and ramp up your learning and prospecting activity?

Now is the perfect time to shore up your knowledge of Defined Benefit and Cash Balance plans. As you may know, most plans need to be established during Q3 and Q4. Here are 3 ways that you can sharpen your skills and build your pipeline for the rest of the year:

OPEN A DEFINED BENEFIT PLAN FOR YOURSELF
Many of our best clients are advisors like yourself. In fact, 12% of our clients in 2018 were independent RIAs and CPAs who opened plans for themselves. You can create an estimate for yourself using our do-it-yourself Defined Benefit calculator. As always, our Plan Design Consultants can run custom proposals. We’re happy to help: 866-269-2706.

LEARN MORE AND GET FREE CE CREDIT
Sign up for one of our free live webinars to get a deeper understanding of Defined Benefit and Cash Balance plans. You can help your high income, self-employed clients reduce tax liabilities by $50,000 to $150,000 by making large contributions to these retirement plans. And our webinars have been approved for 1 unit of Continuing Education (CE) Credit for CPA, CFA, CFP, CRPC, CRPS, IMCA, PACE, & RP accreditation.

ORDER COMPLIMENTARY DB & CB BROCHURES
Defined Benefit and Cash Balance plans do not have to be complicated. We’ve taken the hard work out of introducing these plans by creating easy-to-understand brochures that focus on the key benefits and advantages of high-contribution retirement plans. We’ll send you 5, 10 or 20 brochures. If you need more, just give us a call at 866-269-2706

Get Ready for the Selling Season NOW.
Contact Us for ALWAYS AVAILABLE Consulting.

866-269-2706 | DBPlans@dedicated-db.com