Updated 2016 Marketing Materials

21st Mar 2016

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2016 Client Highlights, Whitepaper & Updated Calculator

Offer high income prospects and clients the potential to reduce 2016 tax liabilities by $50,000, $80,000, or more by making large deductible contributions to an IRS-approved defined benefit plan. Generally, these contributions are new assets for you to manage.

Dedicated DB gives you the training, support and confidence to open DB plans.
Use these 3 tools to catch the attention of prospects and clients. Or, visit our Sales and Marketing page for more sales tools

1 Client Highlights— A one-page overview to start the conversation with clients and prospects about a defined benefit plan. >OnePersonPlus Program Highlights
2 Defined Benefit Basics Whitepaper — If you or your clients want a deeper understanding of how Defined Benefit plans work, download this whitepaper, add your contact info, and email to suitable DB prospects. Defined Benefit Plan White paper
3 Online Calculator — Quickly estimate the 2016 contribution limits and tax savings personalized for your prospects and clients. Compare SEP IRA, SIMPLE, 401(k) Profit Sharing and Defined Benefit plans. Try it now! Proposal Image

Questions? Call 1-866-269-2706

OnePersonPlus is a Defined Benefit Retirement Plan that has the potential to allow annual deductible contributions of $100,000+ for qualified Professionals, Consultants, Small Business Owners and Individuals with Self-employment Income.

Dedicated DB@ DedicatedDB

A Defined Benefit plan provides #retirement benefits for corporate board members who receive high salaries. See how… https://t.co/udADc6rmdF

9:00 PM 24 June 2022

Dedicated DB@ DedicatedDB

Clients are looking at the world differently and #advisors are here to help. https://t.co/POMSnpfbi9

8:01 PM 24 June 2022

Dedicated DB@ DedicatedDB

The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI

7:08 PM 24 June 2022

Dedicated DB@ DedicatedDB

9 signs a client relationship is in danger. https://t.co/1GsJrXtyJI

7:03 PM 24 June 2022

Dedicated DB@ DedicatedDB

What's next in #wealthtech? Innovators weigh in at INVEST 2022. https://t.co/oTSprapOES

5:10 AM 24 June 2022

Dedicated DB@ DedicatedDB

Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV

4:30 AM 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now