Newsletter

Hello,

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.

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.

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.

It’s never too early to start prospecting. Let me know how I or any of our Plan Design Consultants can help. Thanks.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com