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Prospecting Tools
What is Solo db? Who is Eligible? Proposal & Process Service & Support FAQs Prospecting Tools
 

 

Prospecting Tools

Solo db is designed to be the easiest defined benefit plan to use.
Here are tools to help you prospect and open these plans:


Hartford Solo DB 16 Page Client Brochure (pdf)

Hartford Solo DB Seminar Script (pdf)

Hartford Solo DB Seminar Slides (ppt)

Hartford Solo DB Invitation Order Form (pdf)

Hartford Solo DB Invitation Sample (pdf)

Ad for Local Placement (pdf)

Hartford Solo DBTM FAQs (pdf)

Hartford Solo DB Prospecting Letter (pdf)

Hartford Solo DB End of Year Postcard (pdf)



Solo DB's Partnership Provides Great Defined Benefit Solutions
Spring Newsletter 2007

Help Clients Celebrate Next April 15th.
Spring Newsletter 2006

Turn Second Incomes into Primary Tax Deductions!
Fall Newsletter 2005

Dentist Connect : No Pain, Big Gain
Spring Newsletter 2005

CPA Connect : Perfect Timing
Winter Newsletter 2004


 

To order brochures and other marketing materials.
Phone PLANCO
1 (800) 456-PLAN
1 (800) 456-7526

 
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