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.

 

Read our email “Painful tax season…Your clients surprised?”

Dedicated DB@ DedicatedDB

What are the 9 typical client situations that we see with Defined Benefit plans? https://t.co/7NEmXAod6b

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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

6:01 PM 27 January 2023

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