Sales and Marketing Materials
Tools to Help You Sell
OnePersonPlus® is designed to be the easiest defined benefit (DB) plan to sell. Great support includes training for you, brochures for your clients, marketing presentations, and a quick way to estimate contributions and tax savings. Our DB Experts are available to answer questions and run custom proposals: 1-866-269-2706.
Learn
Typical Client Profiles
Handy reference guide to client profiles and contribution limits
- Dedicated DB Overview
What we do
Market
Flexibility in Defined Benefit Plans Whitepaper
Download and email to your clients.
- Sales Idea
5 Step Sales Process
Close
Roadmap/Signing Up Clients
- Questionnaires
- Defined Benefit Plan Questionnaire
Set up a DB plan or a combined DB + 401(k) plan - OwnersPlus Cash Balance Plan Questionnaire
Set up a Cash Balance plan - OnePerson K 401(k) Plan Questionnaire
Set up a OnePerson K.
Brought to you by:
OnePersonPlus defined benefit plans are supported by Dedicated Defined Benefit Services, (DB) part of FuturePlan by Ascensus. Dedicated DB is the only national company focused exclusively on helping advisors target, market, sell and service defined benefit pension plans for high net worth clients. As the "go-to" experts, we have established over 4,000 defined benefit plans for 1-5-person organizations. We specialize in retirement plans for high-income self-employed people, and welcome inquiries from individuals and small business owners who want to minimize their taxes and maximize their retirement savings. 866.269.2706.
Trusted by leading financial services companies including TD Ameritrade, Transamerica, Ameriprise, and hundreds of independent financial advisors and CPAs.
© 2020 Dedicated Defined Benefit Services, part of FuturePlan by Ascensus. All Rights Reserved.
OnePersonPlus is a registered trademark of Dedicated Defined Benefit Services.