Top 7 Reasons Wealth Managers Love Defined Benefit Plans from Dedicated DB

1. We know what your HNW, high income clients want. The majority of our mutual clients want to keep the money they have earned by managing their tax liabilities. They will invest significant sums today — when it's tax deductible — to increase their retirement wealth. On average, our clients contribute $120,000 each year to their DB plans — for you to manage. Learn more about who qualifies.




2. Best qualifying tools in the business — all available online. Download our "Typical Clients" (pdf) to help you pinpoint clients in your own book of business. Try our instant do-it-yourself calculator to see how much these clients can contribute and save in taxes annually — starting in 2011.




3. Easy-to-understand marketing materials — to help you talk to your clients about upgrading to a defined benefit plan. Order our FREE client brochures and give them to 10 prospects in September. Or download our white paper on DB plans and email it to prospects.




4. Simplified Process.Our prototype plan document and 2-page Adoption Agreement can be tailored to meet your client's objectives. We consult with you and if available, bring the client's CPA into the conversation. We help you close the sale. Give us a call at 1-866-269-2706.




5. Investment neutral and compatible with any platform you use. Consider our Investment guidelines as you work with your clients to build a portfolio.




6. No asset-based fees. Our simple fee schedule covers all the basics.




7. Training. Never sold a DB plan? We can guide you — on the phone or on the web. Check out our "Learn" section or sign up for our DB 101 webinar that runs twice every week.

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

Questions? 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.

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