Maybe You Can Help!

Some of your high income clients have just been hit by hard news — combined 2009 tax liabilities that exceeded $100,000. Given possible tax rate increases, those numbers are likely to be even higher in the future...

Unless YOU introduce OnePersonPlus® Defined Benefit (DB) plan, a powerful tax strategy that can reduce tax liability by $40,000, $50,000, $80,000 or more. If your clients were not ready to commit in 2008 and 2009, now is the time to re-open the conversation with an updated 2010 proposal.

The large contributions that small business owners, independent professionals or the self-employed in their 40’s – 60’s make to a DB plan over the next five to fifteen years will be new assets each year for you to manage. Advisors with five DB plans can bring in over half a million dollars in new assets each year without even looking for the business. Click here for examples of typical clients you might recognize.

Give Your Clients Something to Celebrate Next April 15th!

1. Identify DB Plan Prospects — pick 5-10 qualified candidates from your book of business or find local independent professionals. Generally, good prospects are within a decade of retirement, earning over $75,000, have few or no employees, and want to commit to saving significant pre-tax dollars in a retirement plan. Learn more about Who’s Eligible.

2. Contact Prospects — If you don’t know which of your self-employed clients think their taxes are too high, posing the question is a great way to start them talking. We have many tools to help you get their attention:

   • Letters
   • Call scripts
   • Brochures
   • Client highlights
   • Articles

3. Custom Estimate — Give each prospect a personalized estimate of how much they can save in taxes and what they can expect to accumulate tax-deferred in the plan. Use our “Instant Do-It-Yourself DB Calculator” or fill out a Proposal Request Form and we will create a custom proposal for you to present.

4. Prepare for the Close — We will make sure you are ready to close the sale. We can train you in DB plans and answer any questions. Sign up for a DB overview, either Monday, May 3 at 1pm PT or Wednesday, May 12 at 10am PT. Our consultants are available to talk with you and the client or CPA to design a plan that meets your client’s needs. Call 1-866-269-2706.

5. Establish the Plan and Open the Investment Account — Once your client has agreed to the plan, complete the Set up Questionnaire. Dedicated Defined Benefit Services will establish the plan and let you know when to open the investment account.

Worry-free, State-of-the-art 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’re 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 stay on top of critical regulatory changes and master the nuances of these plans.

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.