These marketing tools will help you introduce Designer DB Plus and Cash Balance combination benefit plans.

  1. Designer DB Plus™ Proactive Tax & Retirement planning Strategies PowerPoint Presentation
  2. FAQ’s
  3. Personalizable Brochure
  4. Short Designer DB Plus™ video link
  5. Customizable template letters for an email to CPAs and prospect
  6. How to Work With CPAs

Apply for Advisor Marketing Kit