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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.

Program Highlights for Advisors Program Highlights for CPAs Typical Client Profiles Handy reference guide to client profiles and contribution limits Weekly Demo Signup 5 Step Sales Process FAQs Advisor Brochure Defined benefit plan description for advisors Dedicated DB Overview What we do		Client Brochures: Order now Order brochures for your clients Client Highlights Program description you can download and email to clients Presentations DB Client Presentation Present to Doctors & Dentists Present to CPAs Sign up to train CPAs & give CE Credit Defined Benefit White Paper Download and email to your clients. Sales Idea Upgrade Your Retirement Plans — 5 Step Campaign Sales Kit Letter templates, phone scripts and more Articles to email clients Financial Planning SmartMoney Magazine more press...		Proposal Request Form Request a custom client proposal Set-up Questionnaire Set up a DB plan Fee Schedule Roadmap/Signing Up Clients Instructions for Opening an Investment Account

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