Small Business Pension Program


			What is the Small Business Pension Plan?
			Who is Eligible?
			Sales Support
			Create Proposal
			Instructions for Print/Email

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			FAQs






	Estimate your client's maximum annual contribution, tax savings, and total benefit at retirement by completing this form.

	Financial Advisor

	Financial Advisor Name *		Financial Advisor # *


	Title *		Branch *


	Phone *		Email *


	State *


	Client

	Owner's First Name		Owner's Last Name

	Company Name

	Business Entity *


	Owner's Date of Birth * mm/dd/yyyy		Owner's Income *


	Date Business Started * mm/dd/yyyy


	Employees

	To include up to 4 employees in the proposal calculation, click to add:

	Set an Estimated Annual Contribution
	After calculating the estimated annual contribution, you may specify a lower, desired contribution level. To do so, return to this page and enter the desired amount:

	Leave at $0 if you want to see the maximum estimated contribution.

	Submit

	* Required Fields *


	Estimate 2006 Contribution and Create a Proposal for Clients

	In 3 Easy Steps

1	Complete this form. Enter employee information if appropriate.

2	Press Submit below to see a Proposal

3	To estimate a lower contribution amount, press the back button on your browser from the proposal and enter a Specific Annual Contribution in the form. When you want to show the proposal to a prospective client, print a copy without headers and footers. For instructions on printing and emailing the proposal, click here.


		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.