Who's Talking to Your Clients about
2009 Retirement Plans?

Don't wait until a tax advisor tells your clients how much they can put into a retirement plan! Many CPAs will talk to your mutual clients only after the year has ended. If you wait until your high-income self-employed and small business clients meet with their CPAs in 2010, you all will miss the window for the largest 2009 tax-advantaged retirement plan: the defined benefit plan. Defined benefit (DB) plans must be opened by the fiscal year-end, generally, December 31st.

Compare DB plans to SEPS and 401(k)s. On average, annual DB contributions are $120,000* and almost 40% of that is funded with dollars that would have gone to pay taxes. Within 5-10 years, these DB plans can accumulate $1 Million to $2 Million in assets for you to manage. Without relying on high risk investments.

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
• 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

Most qualifying high income clients and prospects are not aware of DB plans. They'll appreciate you all the more for informing them. As one advisor said to us, "I'm a hero to my clients for the tax savings!"

So, it's up to Wealth Managers, Financial Planners and Advisors to raise the subject with high income self employed and small business clients. Bringing the CPA into the conversation right now is even better. By raising their awareness and partnering with them you're also likely to gain new referrals.

Get Referrals from CPAs:
Download a FREE CPA Presentation

We've assembled materials to support you as you talk to CPAs and gather referrals from them.

Use the updated OnePersonPlus® Defined Benefit Plan PowerPoint designed specifically to present to CPAs. It covers all the basics on 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.

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 2009 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:

• 2009 Income tax savings
• 2009 Maximum retirement plan contribution
• Projected annual retirement cash benefit

You get customized estimates within 2 minutes along with a printable, client-ready proposal. 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.

Marketing Tools

We've created marketing tools that you can use when reaching out to tax advisors. Try it now!

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

1. Seminar: You've identified one or more CPAs whose clients may be good candidates for defined benefit plans, now use our "A Tax Strategy for High Income Self-Employed and Small Businesses Owners" presentation. Introduce the OnePersonPlus DB program and review the typical profiles of DB plan sponsors.

2. Typical Client Profiles: Download handy reference guide to typical profiles and contribution limits.

3. CPA Highlights: Email program highlights to your CPA contacts today.

4. More Tools: Visit our Sales and Marketing page for more prospecting tools.

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

*Based on 2008 first year contributions to Dedicated Defined Benefit Services DB Plans.