Phone Script

• Call early
• Introduce yourself
• I'm reaching out to doctors who may be missing significant tax breaks available to them. Can I ask you a couple of questions to see if I can help you save $50,000 or more on your taxes each year?
• We have an IRS-approved retirement plan that works well for people aged 40 or older who have significant self-employment or small practice income. Would you be in that category?
• On average, doctors in our plans are contributing and deducting $115,000 annually so that they can rebuild their retirement wealth over the next 5-10 years.
• I'd like to show you an estimate of what you can save this year. If you have about 5 minutes, we can run your personal estimate as we speak. Are you in front of a computer? We can do it together. Go to www.onepersonplus.com and let's fill in the fields together.
• (If no) I'd like to send you some materials that you can review at your convenience and then I'll follow up with you next week. Could I make sure I have the correct address for you?
• Would you prefer email?
• Do you have any questions?
• Thank you for talking with me today.