Newsletter

The school year is just starting and now is a good time to educate yourself about the advantages of Defined Benefit plans.

1. Who are these plans best suited for?
   Defined benefit plans work best for high-income self-employed people with few or no employees. See Ideal Clients.
2. What are the advantages?
   These plans allow large contributions and big tax savings.

3. Is it hard to setup these plans? Not with us at your side. We walk you through the whole sales and plan design process.

Our team of Defined Benefit experts can answer all your questions and provide in depth information so that you can learn more. We also have many additional educational resources available on our website. Take a look at our library.

We’re happy to talk with you. No question is too small.

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