Partnering with CPAs for High Net Worth Clients

Now that tax season is winding down and CPAs have had a chance to clear their desks, it's a great time to approach them about clients who had high tax liabilities. They know who took the biggest hits and who might be ready to do something about it.

Here's where you can help! YOU can introduce OnePersonPlus^® Defined Benefit (DB) plan, a powerful tax strategy that can reduce tax liability by $40,000, $50,000, $80,000 or more. On average, annual DB contributions are $112,000* and almost 40% of that is funded with dollars that would have gone to pay taxes. Within 5-10 years, these DB plans can potentially accumulate $1 Million to $2 Million in assets for you to manage. And you won't need to rely on high risk investments.

Surprisingly, many CPAs are unaware of the suitability of DB plans for some of their clients.

OnePersonPlus may be the perfect fit for a client who pays too much in taxes and...

• 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
• Wants to build substantial retirement savings

Get Referrals from CPAs

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

1. Sign up for our upcoming webinar: Partnering with CPAs for DB Plan Referrals Friday, May 14, 10am Pacific.

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

3. Download a FREE CPA Presentation: 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.




4. Show CPAs the Actual Tax Savings with our Instant Do-it-yourself Online DB Calculator: Quickly estimate the 2010 tax savings and contribution limit for one of their clients. 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.
   
   Try it now! And estimate:

   • 2010 Income tax savings
   • 2010 Maximum retirement plan contribution
   • Projected annual retirement cash benefit
   • Projected accumulation at retirement
   
   

5. Typical Client Profiles: Download this handy reference guide to typical profiles and contribution limits. A great "leave-behind" when meeting CPAs face-to-face.

6. CPA Continuing Education on Defined Benefit Plans: We can train you to deliver an accredited course to a group of CPAs, Contact us to arrange your training session.

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

Don't know any CPAs? 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.

Worry-free, State-of-the-art DB Plan Administration

Dedicated Defined Benefit Services, LLC (Dedicated DB), a national third-party administrator, specializes in the design, marketing, and administration of DB plans for businesses with 1-5 employees. We’Äôre the "go-to" experts in small business defined benefit plans.

Dedicated DB's depth of experience and high quality support is especially important now, since passage of the Pension Protection Act. We're on top of critical regulatory changes and master the nuances of these plans.

We do not charge asset-based fees. We are here to help you earn them.

You provide the investments and money management.

Questions? Call 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Our expert consultants will guide you every step of the way.

Visit www.onepersonplus.com

*Based on 2008-2009 first year contributions to Dedicated Defined Benefit Services DB Plans.