When is the best time to start prospecting? Here’s why we think now is…

20th Jan 2022

Estimate tax savings with a Defined Benefit Plan

Hello,

New year. New prospecting opportunities.

2021 was another strong year for our Defined Benefit and Cash Balance plans. In fact, it was our best year ever!

We worked with hundreds of advisors & CPAs to open plans for high-income, self-employed individuals and small business owners seeking tax reduction strategies – many of them saving tens of thousands of dollars in tax liability.

This year, we’ve hit the ground running and are ready to help you identify prospects. How can you talk to your clients about the advantages of Defined Benefit plans? You don’t have to be a retirement plan expert. But if you’re looking for the best solutions for clients, you can count on our expertise:

  • With over 20+ years of experience, Dedicated DB specializes in Defined Benefit and Cash Balance retirement plans.
  • We have established 5000+ high-contribution plans for 1-10 person companies. 
  • Our Plan Design Consultants can explain these plans and are happy to run custom proposals. 

Call us today at 866-269-2706 about your prospecting strategy and how we can work together to qualify your clients. As always, feel free to contact me with any questions.

5-STEP SALES PROCESS
RUN A DIY PROPOSAL


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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