What are the DOs and DONTs of summer prospecting?

15th Jun 2022

What are the DO's and DON'T's?


Summer doesn’t have to be slower for sales, which is why now is a great time to ramp up your prospecting activity. Here are some DO’s and DON’Ts to help you reconnect with clients and have successful retirement planning conversations:

DO 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.
CALL US AT 866-269-2706
DO check out our 50+ Sales and Marketing resources. We have over 50 tools and resources – including white papers, fact sheets and marketing presentations – to help clients learn about the advantages of Defined Benefit or Cash Balance plans.
DO collaborate with your CPA network. They may have client referrals who would benefit from this type of plan design.
DON’T forget that there may still time for clients to open a plan for 2021 – if they filed a tax deadline extension. Despite market volatility, our Plan Design Consultants are still handling many of these requests. July 31st is our deadline for accepting requests for 2021 plans.

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

Raymond Lee photo

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

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


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