Painful tax season…Your clients surprised?
7th Jun 2019
If your clients are still feeling the shock from the 2018 tax year, introduce to Defined Benefit and Cash Balance plans.

Dedicated DB@ DedicatedDB
What are the 9 typical client situations that we see with Defined Benefit plans? https://t.co/7NEmXAod6b
8:59 PM • 6 February 2023







Dedicated DB@ DedicatedDB
Clients are 'overwhelmed' by retirement planning. Here's why. https://t.co/Dnkak4Ow0p
7:59 PM • 6 February 2023







Dedicated DB@ DedicatedDB
What are the top questions about Defined Benefit plans? See our frequently asked questions. https://t.co/rPqYz8oAmc
8:58 PM • 2 February 2023







Dedicated DB@ DedicatedDB
How can you save your retirement plan from falling apart? https://t.co/xBeRjY2xdl
7:59 PM • 2 February 2023







Dedicated DB@ DedicatedDB
How long does it take to set up a Defined Benefit #retirement plan? Learn about this and more in our FAQs. https://t.co/rPqYz8o2wE
7:59 PM • 27 January 2023







Dedicated DB@ DedicatedDB
Here's how to connect with people, not just their money. https://t.co/pOIbcRxipx