Small Business Pension Program, UBS Marketing Tools




			Home Contact

Micro DI 1


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








	This plan is designed to be the easiest defined benefit plan program to use. Here are tools to help you get started:

	Financial Advisor Sales Guide (pdf) This guide gives you scripts and prospecting tips so you can begin contacting your clients right away. Financial Advisor Program Overview (pdf) Prospecting Letters (word) Prospecting Letter 1 (Clients or prospects without a retirement plan) Prospecting Letter 2 (Clients or prospects with an existing defined contribution plan) Prospecting Letter 3 Do You Qualify for the Small Business Pension Program? CPA Prospecting Letter Client Brochure (pdf) Small Business Pension Program Client Presentation (powerpoint) To read the PDFs, you will need Adobe Acrobat Reader.


	Highlights

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


	Newsletter Archive

	Fall Newsletter 2005 Prospecting Individuals with Secondary or Side Income Spring Newsletter 2005 Dentist Prospecting Tips Fall Newsletter 2004 CPA Prospecting Tips


		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.