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.

Start with doctors.

Doctors continue to have high income — Physicians, surgeons, and dentists claim the top 9 positions on Forbes 2010 "Best Paying Jobs" list¹

And they want to build their net worth by holding on to more of their income.

How Can You Help?

Financial advisors nationwide are using Dedicated Defined Benefit Services to offer high tax deductions to physicians. Medical professionals represented over 30% of our defined benefit clients in 2009 with average annual contributions of nearly $104,000² .

Here's how it's working for one radiologist:

Dr. Sam is 62 years old and is a sole practitioner. Through his advisor, he recently set up a OnePersonPlus defined benefit plan for 5 years and his contribution for 2010 will be $196,000. Each year as he funds his plan, he will invest about $200,000, almost 40% of which would have been paid to the IRS. His advisor helps him develop a conservative investment portfolio to maintain steady annual contributions. When the plan is terminated, Dr. Sam can roll the accumulated assets, projected to reach $1.2 million, into an IRA or 401(k) where they will continue to grow tax-deferred until withdrawn.

Name has been changed to protect the privacy of the client.

Who Qualifies?

Independent professionals and consultants, small business owners and the self-employed

Age 45+
Looking to save more than $50k in a retirement plan
Expect to contribute at least 3-5 years

Get Started Today!

5-Step Sales Plan

Dedicated Defined Benefit Services is ready to help you identify new prospects and sell defined benefit plans. Follow our 5-Step Sales Plan to bring in new clients and significant assets in 2010.

1. Prospect for Physicians

We can lead you to 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 sample client proposal to take to your clients. The tax savings and projected DB accumulation will say it all. Try a test 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.

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

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.