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Run our Instant Do-It-Yourself DB calculator to see how much YOU or Your Client could save on taxes and add to retirement savings.
Quicklinks
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Present to Clients
"A Tax Strategy for High Income Self-Employed and 1-5 Person Companies" -
Sales Kit
Reach new clients with template letters and script - Overcoming Objections
- Client Highlights
Email to select clients today -
Sample Letters
Customize for your outbound marketing campaign
Step 2: Begin the Conversation
Once you've identified your ideal clients for defined benefit plans, begin the conversation. We've created some marketing tools for you to use when you talk to your existing clients or prospects.
Seminar: You've identified one or more prospects who have the potential to benefit from the tax advantages of a defined benefit plan. Now use our "A Tax Strategy for High Income Self-Employed and 1-5 Person Companies" presentation. We've highlighted the different financial profiles that your prospects might fit and explained the benefits in layman terms.
Phone Script: Need a few bullet points to help make your case? Download our sales kit! You may also want to review our FAQs or Overcoming Objections for questions that may come up during the conversation.
Client Material: Email Client Highlights which describe the program and benefits for the clients. Order Client Brochures to hand out or mail to prospects.
Sample Letter: We've drafted some letters for you to customize.
For additional resources, visit our Sales and Marketing page.
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Copyright 2001-2012 Dedicated Defined Benefit Services LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.