Painful tax season…Your clients surprised?

If your clients are still feeling the shock from the 2018 tax year, introduce to Defined Benefit and Cash Balance plans.

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

Clients are 'overwhelmed' by retirement planning. Here's why. https://t.co/Dnkak4Ow0p

What are the top questions about Defined Benefit plans? See our frequently asked questions. https://t.co/rPqYz8oAmc

How can you save your retirement plan from falling apart? https://t.co/xBeRjY2xdl

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

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

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