Do Your Clients Need Pension or Retirement Plan Options?
If you have business-owner clients looking for retirement funding options like 401k's, pension plans, or defined benefit plans, or needing to evaluate an existing retirement plan, we can help.
Our goal is to help YOU market small business retirement plans and to keep the process SIMPLE for you and the client. There has never been a better time to be in this market.
New tax laws contain numerous provisions designed to encourage the establishment of pension and profit sharing plans in the small business. Let us help you capitalize on the renewed interest of your business-owner clients as they become aware of the advantages contained in the new law.