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toll free at: 1-866-269-2706
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Newsletter Archive

DB Sales: Who Opened Plans in 2013?
February 2014 Newsletter

Email our "New Flexible DB" Whitepaper to Clients
November 2013 Newsletter

4th Quarter Client Reviews
October 2013 Newsletter

Hold On to More -- Despite Tax Increases
August 2013 Newsletter

Build Your Practice as Housing Recovers
August 2013 Newsletter

Amaze Your Clients
May 2013 Newsletter

more newsletters...

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.

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New Flexibility in Defined Benefit Plans
Recent changes in regulation provide defined benefit plan administrators and their clients an array of tools and strategies to build in flexibility.

Tools to Help You Sell

OnePersonPlus is designed to be the easiest defined benefit (DB) plan to sell. Great support includes training for you, brochures for your clients, marketing presentations, and a quick way to estimate contributions and tax savings. Our DB Experts are available to answer questions and run custom proposals: 1-866-269-2706.

  • Sales Idea

    Upgrade Your Retirement Plans — 5 Step Campaign

  • Sales Kit

    Letter templates, phone scripts and more

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