Small Business Pension Program, UBS




			Home Contact

Micro DI 1


			What is the Small Business Pension Program?
			Who is Eligible
			Sales Support
			Create Proposal
			Smart Investing
			Marketing Tools
			FAQs







	Show your clients, where appropriate, how they may be able to deduct up to $100,000 or more in income and potentially reduce their tax liability up to $40,000 or more.

	The Small Business Pension Program^SM. A special defined benefit retirement plan program designed specifically for high-income self-employed individuals and owners of one to five employee businesses who are age 45 or older.

	Benefits to Your Clients

	Highest allowable retirement contributions each year for qualified clients Significant tax savings for the business over the life of the plan Full range of investments available through UBS Financial Services Inc.

	Support for Financial Advisors

	Simplified plan set up and administration Retirement Plans Specialists to help you present to clients and set up the plan


	Highlights

			Run a Client Proposal
			Financial Advisor Sales Guide
			Client Brochure
			Prospecting Letters
			Financial Advisor Program Overview


	Questions

	For more information call Retirement Consulting Services at 1 (888) 738-1546, option 1


		UBS Financial Services Inc. Retirement Consulting Services 1200 Harbor Blvd. Weehawken, NJ 07086 Copyright 2001-2006 Leaffer Shapiro, LLC. All rights reserved. UBS Financial Services Inc. does not provide tax or legal advice. Your clients should consult their tax or legal professional regarding their retirement plan. The Small Business Pension Program is a service mark of UBS Financial Services Inc. For Broker/Dealer Use Only. This material has been prepared by UBS Financial Services Inc. for broker/dealer information only, has not been filed with the NASD and may not be reproduced, shown or quoted to members of the public or used orally or in written form as sales literature.