OPP - Newsletter - September 2010

Run our Instant Defined Benefit calculator to see how much YOU or Your Client could save on taxes and add to retirement wealth.

TRY IT NOW!

Quicklinks

	Tax Facts for Advisors Quick summary of proposed tax changes that might impact your clients
	Typical Client Profiles
	4th Quarter Sales Plan
	Client Brochure Free! Order and send to clients
	Proposal Request Form We'll run a custom proposal for clients who need more
	2010 Set Up Questionnaire

Key Dates

Tax filing for 12/31/2009 plans must be completed by October 15th, 2010.

OnePersonPlus® is supported by Dedicated Defined Benefit Services, the only national company focused exclusively on helping advisors target, market, sell and service Defined Benefit Plans for HNW, high-income Professionals, Small Business Owners and the Self-employed.

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

Turn $100,000 in Tax Savings into Investable Assets

You don’t have to be a tax pro to talk to your high income clients about upgrading their retirement plans in 2010. The high visibility of proposed tax increases can open the door to fruitful conversations. Our defined benefit clients contribute on average over $100,000 each year to their plans which is a deduction against earned income. Click here to see the impact of the right retirement plan.

Turn $100,000 in Tax Savings into Investable Assets

Tax Facts for Advisors
Updated summary of the tax changes proposed by the President
Three Questions to Ask Your Clients
Instant Personalized Proposal

Run a few numbers to show your clients what the can save this year and looking ahead.
Typical Clients

A quick reference to pinpoint the ideal clients for defined benefit plans.
Roadmap

For opening a defined benefit plan.

5-Step Sales Plan

1. Prospect for DB Clients

We can help you identify prospects among your clients and in your community. Learn more.

2. Begin the Conversation

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

3. Present a Proposal

Try a personalized proposal for one of your clients The tax savings will say it all. Run a proposal now!

4. Contact Dedicated DB

Our defined benefit specialists will help you close the sale. 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.

Together we'll meet your clients' needs — and exceed their expectations.

Contact our defined benefit specialists. We can create custom proposals and design plans to fit your client's situation. Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Visit www.onepersonplus.com