|
|
|
||
|
|
|
|
OnePersonPlus is designed to be the easiest
defined benefit plan to
sell.
- Click here for a fast Overview of Program Highlights for Financial Advisors (PDF).
- Click here for a fast Overview of Program Highlights for CPAs (PDF).
- Download a brochure to read about the benefits of the program for you and your clients.
- Sign up for an online presentation and learn how to sell to your clients.
- About Dedicated Defined Benefit Services, LLC
|
||||
To learn more join us for an online demonstration. Give us 20 minutes of your time. We'll show you how to succeed with OnePersonPlus. For a schedule and to sign up, click here.
Subscribe to our quarterly update with prospecting tips and product news.
Click Here
Sales Tips & Templates
Finding Clients — where to look for appropriate clients
Letter Templates — templates to customize and send to clients/prospects
Telephone Scripts — sample dialogues
Overcoming Objections — know what to say when clients and prospects are reluctant
FAQs — answers to client questions about defined benefit plans
|
||||
|
|
|
Copyright 2001-2008 Leaffer Shapiro LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.