Rebuild Your Clients Savings Now

A small business Defined Benefit plan (DB) for the right client allows contributions on average of $120k* each year. The entire contribution is a tax deduction for independent professionals, consultants, small business owners, and the self-employed. This year, clients might appreciate the tax savings even more because their tax savings can be used to rebuild retirement wealth.

OnePersonPlus may be the perfect fit for a client who...

• Is 45 to 70 years old
• Works as an independent professional OR consultant OR owns a 1-5 person firm OR is self-employed OR has a substantial side or second income OR a spouse who does.
• Earns $75,000 or more annually
• Can contribute a significant amount of earned income annually for at least 3 to 5 years
• Pays too much in taxes currently
• Desires substantial retirement savings

And how do you find new clients?

Referrals from CPAs:
Download a FREE CPA Presentation

Use the new OnePersonPlus® Defined Benefit Plan presentation designed specifically for you to use with CPAs. It's sure to spark their interest in this powerful tax strategy for their high-income self-employed clients.

With this presentation you can:

• Introduce CPAs to the OnePersonPlus DB retirement plan
• Review DB plan basics
• Compare retirement plans and potential tax savings
• Identify ideal clients and learn where to find them
• Gain goodwill as well as referrals for your advising business

Download your presentation copy now.

Not Yet Connected with CPAs?

Clients turn to their accountants for investment and tax advice. Now is the perfect time to consider an alliance with a CPA. October through December is typically when high-income individuals, the self-employed, and small business owners are looking for new tax strategies to shield their earnings for the year.

Build a network of CPAs.

• Every state has a CPA association or society. Go to www.AICPA.org for contact information. Call the personal financial planning division of your state's Association for specific recommendations.
• Consider getting on the agenda for a CPA conference or an association's monthly meeting.
• Contact CPAs who are teaching local college courses, or who author trade journal articles, or who currently serve your existing clients.

See the Actual Tax Savings with our Online Calculator

Quickly estimate the 2008 tax savings and contribution limit for your clients. Try it now!

Tool for closing a OnePersonPlus plan is to run a proposal which will quickly calculate online:

• 2008 Income tax savings
• 2008 Maximum retirement plan contribution
• Projected annual retirement cash benefit

You get customized estimates within 2 minutes along with a printable, client-ready proposalå. It's free and quick to run.

Tell the CPAs you approach you'd be happy to run a complete proposal for a client they have in mind. It will take you about five minutes and you'll have a professional proposal to deliver. It's the tax savings that will say it all to the CPA and get them thinking about the right clients for this plan.

Remember, Dedicated Defined Benefit Services provides ongoing sales support and administrative services for advisors. We are here to help.

You provide the investments and money management.

Click here to email us or call 1(866)269-2706

Visit www.onepersonplus.com

* Average annual contributions for DB plans established with Dedicated DB in 2007. Average term was 9+ years.