Give Your Doctor Some Tax Relief

RX for Tax Relief

Physicians, surgeons, and dentists consistently rank high in terms of income — claiming the top 9 positions on Forbes 2009 "Best Paying Jobs" list. Doctors are looking for investment and tax-savings solutions right now — in fact, over 50% of our defined benefit clients in 2009 are self-employed physicians with average annual contributions, so far this year, of $115,000.

How many of your clients are doctors?
The Bureau of Labor Statistics reports that 15% of physicians are self-employed which means they need to take responsibility for their own retirement planning. They may not think of themselves as small business owners but they are entitled to the best tax-advantaged investing that the IRS allows. You could be the first to offer it: a defined benefit plan.

This newsletter provides all the marketing tools you need to approach your existing doctors and to identify and sell new prospects who are physicians. Dedicated Defined Benefit Services can be there every step of the way to help you close the sale.

Prospecting for Doctors

Doctors are easy to identify in your community. We've learned that certain specialties are more likely to be self-employed, have few employees and to need tax solutions: anesthesiologists, radiologists, psychiatrists, podiatrists, and pain specialists. A simple web search can help you identify local prospects.

Click to find links for Psychiatrists, Radiologists, Anesthesiologists, Endodontists in your community.

Marketing Tools

1. Seminar: You've identified one or more physicians who have the potential to benefit from the tax advantages of a defined benefit plan, now use our "Defined Benefit Plans for Medical Professionals" presentation. We've highlighted the different financial profiles that your prospects might fit and explained the benefits in layman terms.

2. Order brochures: click here to receive 25 brochures to hand out or mail to prospects

3. Phone Script: Need a few bullet points to help make your case? Try these!

4. Sample Letter: We've drafted some for you to customize

Closing the Sale

1. Feasibility Proposal — run one online in 2 minutes to present to your client/prospect or complete a Proposal Request Form and we can produce a customized proposal for clients who are younger or have more complicated situations.

2. Overcoming objections — read our Q & A to help you answer questions or call 1-866-269-2706 and we can join you via phone with your client, prospect or their tax advisor.

3. Complete the Set up Questionnaire with your client once your prospect has said yes, and we'll work with you to make sure your client's objectives are met.

Contact Call or email us at: 1-866-269-2706 DBPlans@Dedicated-DB.com