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the small business defined benefit solution

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big savings on taxes today

A Pension Plan for High-income Professionals, Independent Consultants, 1-5 Person Firms and the Self-employed

defined benefit
  • Large current year tax deductions — up to $500,000 or more in tax savings over ten years
  • Highest retirement contributions each year — $100,000 or more if qualified
  • Full range of investments — mutual funds, annuities, securities, and/or insured deposits
defined benefit
  • A large, steady stream of investment dollars each year for you to manage. Plans on average are funded for 8+ years
  • Simplified plan set-up and administration — no need to be a technical specialist
  • You prospect and qualify clients. We help close the sale and set up the plan







Estimate your client's maximum contribution and tax savings.
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toll free at: 1-866-269-2706
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  • Answer Technical Questions

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