OPP - Newsletter - June 2010

Run our Instant Do-It-Yourself DB calculator to see how much YOU or Your Client could save on taxes and add to retirement savings.

TRY IT NOW!

Quicklinks

	Advisor Highlights Program overview
	Present to Doctors "Defined Benefit Plans for Medical Professionals"
	Resources to find Prospects
	Script points
	Overcoming objections
	Client Highlights Email to selected clients today
	Proposal Request Form

For a custom proposal or questions email us at DBPlans@dedicated-db.com or call 1-866-269-2706.

Give Your Doctor Some Tax Relief

Physicians, surgeons, and dentists consistently rank high in terms of income. They:

Claim the top 9 positions on Forbes 2010 "Best Paying Jobs" list¹
Represent over 30% of our defined benefit clients in 2009 with average annual contributions of nearly $104,000²

How many of your clients are doctors?

The Bureau of Labor Statistics reports that 15% of physicians are self-employed.

They need to take responsibility for their own retirement planning.
They may not think of themselves as small business owners or know their options.
Doctors deserve the best tax-advantaged investing that the IRS allows.
Be the first to offer this $100k tax deduction: A Defined Benefit Plan

5-Step Sales Plan

Dedicated Defined Benefit Services can help you identify new prospects and sell defined benefit plans. Follow our 5-Step Sales Plan to gather assets now.

1. Prospect for Physicians

Find doctors who are self-employed and need tax solutions. Learn more.

2. Begin the Conversation

Make your case with the right sales tools — call script, sample letters, presentation and brochures. Download marketing tools.

3. Present a Proposal

Create a client proposal. The tax savings and projected DB accumulation will say it all. Run a proposal now!

4. Contact Dedicated DB

Get support from our defined benefit specialists. Get our help.

5. Gather Assets Now

Open plans now for 2010 tax savings. Gather up to 50% of the contribution before year-end. Click for more information.

Dedicated Defined Benefit Services can help you:

Approach your existing doctors
Identify new prospects who are physicians
Sell defined benefit plans

¹ Forbes, May 17, 2010 "America's Best Paying Jobs" — data referenced is from the Bureau of Labor Statistics' latest Occupational Employment and Wage Estimates based on 2009 survey.
² Based on new plans administered by Dedicated Defined Benefit Services LLC.