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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.
Quicklinks
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Prospect for Physicians
Find self-employed doctors who need tax solutions -
Ideal Clients
Handy reference guide to typical client profiles -
Live Presentation
Sign up for weekly demo -
Program Highlights
Program overview for advisors - Eligibility
Quick eligibility test to qualify candidates - Eligible Compensation
Business entity and compensation chart
Dedicated Defined Benefit Services is ready to help you identify new prospects and sell defined benefit plans. Follow our 5-Step Sales Plan to bring in new clients and significant assets in 2012.
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We can help you identify prospects among your clients and in your community. Learn more.
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Make your case with the right sales tools — call script, sample letters, presentation and brochures. Download marketing tools.
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Try a personalized proposal for one of your clients The tax savings will say it all. Run a proposal now!
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Our defined benefit specialists will help you close the sale. Get our help.
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Open plans now for 2012 tax savings. Gather up to 50% of the contribution before year- end. Click for more information.
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