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

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. Check out the materials below, and particularly, Typical Client Profiles to see who needs your help.

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, individuals with self-employment income and owners of 1-5 person firms.

Program Highlights for Advisors Program Highlights for CPAs Typical Client Profiles Handy reference guide to client profiles and contribution limits Weekly Demo Signup 5 Step Sales Process 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 Defined Benefit White Paper Download and email to your clients. Sales Kit Letter templates, phone scripts and more Articles to email clients Financial Planning SmartMoney Magazine 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

Create a 2011 Proposal

Send your clients an updated 2011 Defined Benefit proposal. Calculations for new plans change yearly according to guidelines set forth by the IRS. Give your clients the most up-to-date contribution and tax savings information, but more importantly, offer them the best tax savings plan available. Calculate the Tax Savings Now!

Solutions That Work

Our DB Experts are available to answer questions and run custom proposals: 1-866-269-2706 or DBPlans@dedicated-db.com. Whether your client is younger or has a complicated business situation, our DB Experts can work with you and your client to come up with feasible options.