UPDATED 2017 CALCULATOR Creates Personalized Marketing for Clients

27th Mar 2017

CREATE A PERSONALIZED RETIREMENT ESTIMATE FOR CLIENTS AND PROSPECTS

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If your clients don’t like how much they have to pay for 2016 taxes, use the 2-minute Small Business Retirement Plan Calculator and Online Proposal to start a conversation about what they can do in 2017 to reduce taxes and save much more for retirement. Many high-income clients can double or triple their retirement plan contributions each year. 

In 2016, clients who opened our OnePersonPlus® Defined Benefit plans contributed and deducted an average of $148,000. Their median plan contribution was $133,000 and annual contributions are required.

ENTER YOUR CLIENT’S INCOME AND AGE
 

CALCULATOR COMPARES RETIREMENT PLANS 

The calculator also 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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MARKETING TIPS AND SALES SUPPORT

  1. Identify Defined Benefit Prospects
  2. Run a Calculation for one or more prospects and save as PDF. In each case you will immediately receive a client-appropriate proposal 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.
 

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Client of the Week

CLIENT OF THE WEEK

Missed the boat in 2016?

Todd, age 52 and a Financial Advisor in Virginia had a good earnings year in 2016 but had already contributed the maximum to his existing Solo 401(k) when he learned about our OnePersonPlus® Defined Benefit plan (DB).

READ MORE

 

 

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4:30 AM 24 June 2022

Estimate contribution and deduction with our DB calculator Try it now