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Sales & Marketing

Turn What You Know about DB Plans on Its Head
Share this article with the CPAs in your community who might not have looked at defined benefit plans recently. We discuss the ways defined benefit plans have changed to become the retirement plan of choice for high income clients.

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.

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    Upgrade Your Retirement Plans — 5 Step Campaign

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