Go back to Sales and Marketing ResourcesClient Calls
29th Sep 2016
Use our phone script to make your case to clients.
Try this call script to open the conversation with your clients about defined benefit plans.
Dedicated DB@ DedicatedDB
Why are Cash Balance #retirement plans a great option for self-employed doctors and owners of small medical practic… https://t.co/0EZFBkl9RU
11:01 PM • 21 March 2023
Dedicated DB@ DedicatedDB
Top 5 Personal Finance Books To Read In 2023 https://t.co/bues3q3e0B
10:59 PM • 21 March 2023
Dedicated DB@ DedicatedDB
For the self-employed, these pension plans provide large tax-deductible contributions averaging $100,000+ annually.… https://t.co/Cu7S4GWPm5
9:59 PM • 15 March 2023
Dedicated DB@ DedicatedDB
2 Case Studies: The True Cost Of Aging At Home For Affluent Elders https://t.co/LtSeHxlWBz
9:01 PM • 15 March 2023
Dedicated DB@ DedicatedDB
Here are the top 9 typical client situations for Defined Benefit plans. https://t.co/7NEmXAod6b
3:59 AM • 15 March 2023
Dedicated DB@ DedicatedDB
What the Markets’ New Tailwinds Could Look Like in 2023 https://t.co/OayCl26kOb