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!

Tools to Help You Sell

OnePersonPlus® is a Defined Benefit Retirement Plan that can cut taxable income by $100,000 or more while adding $1-2 million to retirement savings in just 5-10 years. It is designed specifically for independent physicians & consultants, 1-5 person firms and the self-employed.

We've updated everything you need: Training for you, Brochures for your clients, Marketing Presentations, and a quick way to Estimate Contributions and Tax Savings. Our DB Experts are available to answer questions and run custom proposals: 1-866-269-2706. Check out the materials below, and particularly, Typical Client Profiles to see who needs your help.

Program Highlights for Advisors Program Highlights for CPAs Typical Client Profiles Handy reference guide to client profiles and contribution limits Weekly Demo Signup FAQs Advisor Brochure Defined benefit plan description for advisors Dedicated DB Overview	Client Brochures: Order now Order brochures for your clients Client Highlights Program description you can download and email to clients Presentations DB Client Presentation Present to Doctors & Dentists Present to CPAs Sign up to train CPAs & give CE Credit Sales Kit Letter templates, phone scripts and more Articles to email clients SmartMoney Magazine Fortune Small Business New York Times Investment Advisor Planner InvestmentNews Weekly more press...	Proposal Request Form Request a custom client proposal Set-up Questionnaire Set up a DB plan Fee Schedule Roadmap/Signing Up Clients Instructions for Opening an Investment Account