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Sales and Marketing Tips

How to Double the Money You Manage & Increase Client Retention, While Meeting Your Clients Needs Better Than Your Competitor.

  • A magnifying glass hovering over several copies of the word features and finding the word benefits tDo you have high-income earning clients who are business owners and who consistently complain about their increasing tax liability each year? With income tax rates on the rise, you need to be able to respond to these concerns with knowledge and resources that meet these clients’ needs.
  • Do you have high-income earning clients who are business owners and frustrated with the contribution limits of their defined contribution plan [e.g. profit sharing/401(k), SEP, etc.] ? Would they like to contribute substantially more to a qualified retirement plan ($100,000 – $150,000 or more annually)?
  • Do you have clients who are currently contributing to their employees’ defined contribution plan, but are dissatisfied with the limits on maximum contributions imposed on themselves, the Owners/Partners, by existing plan limits?
  • Do you have clients receiving earned income for sitting on boards of companies/institutions (receiving Board of Director fees), royalties, consulting, or other non-traditional earned income? Many of these clients do not need this income for retirement and would like to shelter a portion from income tax.
  • Do you have clients who are partners with law firms or medical practices looking for increased tax deduction and asset/liability protection? This plan offers that valuable, sought after protection.
  • Do you have clients who are partners with a law firm, medical practice, or other similar business model looking for a growth strategy? This plan is commonly used as a strategy to retain existing partners and key-staff, attract new partners, and attract talented new employees.
  • Do you have high-income earning clients who are writers, artists, consultants, lobbyists, entrepreneurs, or small business owners? These are clients who often need and are looking for increased income tax deduction.
  • Do you have clients who own a business and are lacking or looking for an innovative business succession strategy? If you do not talk to your clients about succession planning, eventually someone else will, causing you to potentially lose business or worse a client.
  • Do you have high-income earning clients looking for ways to increase retirement funding for estate planning and business planning purposes, and a potentially tax-deductible way to fund a “buy/sell” agreement?
  • Maybe you have a clients who have previously explored a Defined Benefit Plan but decided against it due to high employee cost and/or perceived inflexibility – new pension legislation now allows for more cost-effective, dynamic, and customizable plan designs. Now is the time to help your clients reach their financial and business planning needs.

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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