Bigger Retirement Plans for High Income Clients
A OnePersonPlus® Defined Benefit Plan could help your best clients accumulate $1-2 million in retirement assets in 5-10 years and save thousands in taxes each year. Work with your clients to invest in any marketable securities. Assets roll into an IRA at DB plan termination and continue to grow tax-deferred.
Online Calculator
Quickly estimate the 2011 contribution limit and tax savings for your clients.
Try it now!
Visit www.onepersonplus.com for more information.
Increase AUM with an easy-to-implement, highly rewarding campaign that you can start this summer and work through the year. Click here
Triple the Dollars
How many of your clients have SEPS, SIMPLES or individual 401(k)s with you (or with someone else)? Small change, right? But what if you could double, triple or even quadruple your clients' contribution each year? By UPGRADING your clients to a Defined Benefit (DB) plan, you'll be giving them the IRS approved qualified plan with the highest allowable contributions.
Retirement Plan Savings Limits *
For a Client Age 52 Earning $245,000
On average, our DB clients contribute $120,000 every year their plan is in effect. For clients in higher tax brackets, as much as 40% of the funding comes from money that would have been paid in taxes.
* 2011 plan maximum contribution limits for a 52 year old, including "catch-up" contributions of $2500 for SIMPLE IRA, $5500 for 401(k).
Learn More: Run a personalized illustration for clients or call: 1-866-269-2706. Upgrade Your Retirement Plans Campaign
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Step 1 |
Step 2 |
Step 3 Run Proposal to estimate 2011 defined benefit tax savings and contribution for your client |
Step 4 Call Respondents |
Step 5 Call Dedicated DB Sales Support for help in closing the sale: |
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