Newsletter

Our full library of marketing tools is updated and ready for you to use and share with your clients. We have many types of documents that can help you better understand Defined Benefit and Cash Balance plans, identify which of your clients may be a good fit, and that you can easily share to explain the advantages of these unique plans.

Here is a small selection of helpful tools to get you started:

LEARN

• Defined Benefit Plan Overview for Financial Advisors
• Typical Client Profiles
• Cash Balance Plan Overview for Financial Advisors

MARKET

• Defined Benefit Plans for Small Business Owners
• Retirement Plan Tax Savings
• High Contribution Retirement Plans

Look through the rest of our library and discover tools to help you sell.

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

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