OnePersonPlus | Support Services

Support Services:

Estimate your client's maximum contribution and tax savings.
Click here

The Sales Kit includes template letters and phone scripts that will get you communicating to clients in minutes. Click here.

Call Defined Benefit Services
toll free at: 1-866-269-2706
Monday - Friday, 9:30am-8pm ET

OnePersonPlus^® is designed to make it easy for you to close the sale and open the plan — so you can stay focused on helping your clients invest. Here are ways we can help you make a sale:

Create an online proposal instantly!
Select Create a Proposal on this Web site. Type in your client's name, date of birth, and income. Print it out to show your client. The proposal will estimate the maximum allowable contribution for your client, annual tax savings, projected annual benefit and the total accumulation at retirement.

We have expertise to help you nail the sale.
Contact our DB experts at 1-866-269-2706 to answer your questions about the plan design, eligibility and technical issues. They can run custom proposals for you to take to client meetings.

Sales power a download away.
Select Sales on this Web Site and you'll find a Financial Advisor Guide with sample letters, phone scripts and our tools to help you identify prospects and close the sale.

We will join you when you meet with your client.
Our technical specialists can join you by phone when you talk to your client or his CPA.

Quick turnaround.
Have the completed prototype defined benefit Adoption Agreement and other plan documents in your hands within ten business days or if you prefer, sent directly to your client.

You're always in the loop.
We'll notify you when the plan is established so you can help your client open an investment account.

Write
Dedicated Defined Benefit Services LLC
550 North Brand Boulevard
Suite 1610
Glendale, CA 91203

Email
DBPlans@dedicated-db.com

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