We can help ease retirement plan design this summer. Here’s how.

7th Jun 2023

LESS PLANNING - MORE PLAYING

Hello,

We can help with your clients’ retirement plans, so you can enjoy more of your summer downtime.

For almost two decades, Dedicated DB has helped high-income professionals maximize retirement contributions and tax savings with high-contribution retirement plans. Our simplified process for opening Defined Benefit plans allows you to focus more time on building retirement wealth for your clients.

With summer on the horizon, we wanted to remind you of some helpful prospecting tools and resources: 

  • Check out our 30+ Sales and Marketing resources. We have over 30 tools and resources – including white papers, fact sheets, and marketing presentations – to help clients learn about the advantages of Defined Benefit and Cash Balance plans.
  • Request a customized plan proposal. Not sure if your client qualifies for a high-contribution retirement plan? Our plan design consultants are happy to create a custom illustration and discuss whether your client is a good fit. Email your request to DBplans@dedicated-db.com
  • Estimate contributions and tax savings. Run an estimate yourself online and then give us a call at 866-269-2706. We can refine it for you and help you talk your clients through it.

It’s never too early to start prospecting. Let me know how I or any of my team can help.

Best regards,

 

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

E raymond.lee@dedicated-db.com
(866) 269-2706

www.dedicated-db.com

 

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Call: 866-269-2706