Contact Dedicated Defined Benefit Services LLC 1-866-269-2706 |
Listen Up
Partner with CPAs to Build Assets:
Use Defined Benefit Plans to Deliver a Powerful Tax Strategy to High-Income Self-Employed and Small Business Clients
Accountants can be a great source of client referrals. Talk to them before year-
end to identify clients who can take advantage of large 2009 tax deductions.
Learn how to get in front of CPAs and bring in referrals with sales presentations
and defined benefit continuing education training.
Join us for a free 30-minute online presentation on partnering with CPAs and getting client referrals. |
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Presented by Art Leaffer Co-founder and EVP, Business Development and Sales Thursday, December 3, 2009 |
You'll Learn:
- How to Develop the Relationship
- What to Know Before You Introduce Yourself
- What to Say When You Do
- How to Focus CPAs on the Best Prospects
- How to Give CE Credit Training to CPAs
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Sales & Marketing For marketing material, including our client brochures, please visit our Sales and Marketing page. |
OnePersonPlus® defined benefit plans give clients the largest yearly retirement contribution allowed by the IRS. Your qualified clients may be able to rebuild $1-2 million+ in retirement savings over 5-10 years.
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Once registered, you will receive an email confirmation with the password and teleconference number. If you have any problems registering, please email webdemo@onepersonplus.com and reference this event. |