We specialize in DB plans. Need prospecting tips?
31st Aug 2021
Labor Day is a great time to reconnect with clients and start year-end tax planning conversations. Here are a few ways to jump-start your prospecting activity:
1) Request a customized Defined Benefit plan proposal
Not sure if your client qualifies for a high-contribution retirement plan? Run an estimate yourself online and then give us a call. We can refine it for you and help you talk your clients through it.
|TRY OUR 2-MINUTE PROPOSAL|
2) Improve your expertise with 50+ Sales and Marketing resources
We have over 50 Sales and Marketing materials – including white papers, fact sheets and marketing presentations – to help clients learn about the advantages of Defined Benefit or Cash Balance plans.
|50+ TOOLS TO HELP YOU SELL|
3) Need help identifying a prospect or client? Call us.
Have a question about small business retirement plans? Or a specific client situation? We believe a 10-minute call can quickly get us moving in the right direction. Take advantage of our complimentary concierge service.
|CALL US AT 866-269-2706|
It’s never too early to start prospecting. Let me know how I or any of our Plan Design Consultants can help. Thanks.
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
P (866) 269-2706