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For your successful small business clients, a OnePersonPlus defined benefit plan can cut taxable income by $100,000 or more while adding to their retirement investments. In 2006, contributions to OnePersonPlus defined benefit (DB) plans averaged $130,000 and the entire amount is a deduction against 2006 earned income. These plans work best for owners of 1-5 person companies who are age 45 to 70.
And, what about you? More and more independent financial advisors are now setting up OnePersonPlus plans for themselves! If you own your practice, click here to run a proposal for yourself today and see what a difference it can make in your own taxes for 2007.
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Huge contributions. Contributions are the highest amounts allowed by the IRS compared to other retirement plans. |
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New assets to manage each year. Contributions are required each year the plan is open, generally 8-10 years, so you have a committed stream of new investment dollars to manage year after year. |
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Investment flexibility. The open architecture investment model offers maximum flexibility to purchase equities, mutual funds, fixed income or other marketable securities for the plans. |
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No pressure for high yields. DB plans are generally funded with investments that match the funding rate of 5-7% so the pressure is off to generate the highest yields. |
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No asset-based fees. With OnePersonPlus, there's just a one-time set-up fee and a yearly administration fee charged to clients for services provided. |
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Technical expertise not required. Defined benefit specialists are available by phone every week day to talk with you, your client and your client's tax advisor as necessary. |
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Easy sales process. The OnePersonPlus sales process is streamlined with online tools like the instant proposal generator, sales support and an end-of-year Quick Adoption. |
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Client referrals. This innovative tax strategy demonstrates your sensitivity to client needs, inspiring clients to refer friends and family to you for this product - and other investment advice. |
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Other significant tax savings. High contributions can significantly reduce your client's adjusted gross income, making itemized deductions potentially worth even more. |
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Expanding market. Baby boomers starting second careers, consulting or sitting on corporate boards can put all that earned income into a OnePersonPlus plan if they do not need it to support their lifestyle. |
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OnePersonPlus DB plans are now serviced and administered by Dedicated Defined Benefit Services, the leader in small business DB plans. Dedicated DB provides an easy sales process for financial advisors with personalized service along with support for your clients. The founders leveraged more than 45 years of retirement plan experience to create an end-to-end platform that combines innovative online tools, ready-to-use sales support materials, technical expertise available by phone and high quality administrative services. Dedicated DB's call center is manned by a team of senior financial and legal experts to immediately answer any questions and create custom plan proposals for same day delivery.
In the past, advisors had to assemble and coordinate an actuary, a third-party administrator, a tax attorney and a CPA to create a DB plan. Now, this powerful OnePersonPlus DB product allows advisors to offer plans to clients knowing there are no surprises and that the process for set-up and monitoring is completely intuitive and streamlined. Sales and marketing aids available from the website include client letters, phone scripts and a client brochure.
Call 1-866-269-2706 for more information.
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Copyright 2001-2007 Leaffer Shapiro LLC. All rights reserved.
OnePersonPlus¨ is a registered trademark of Leaffer Shapiro LLC.
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