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Defined Benefit Plans

Use your DC value prop to win DB business

Don’t let DB plans intimidate you. Much of the value you provide DC plans can be leveraged with DB prospects.

Differentiate yourself with DB plans

As an advisor, you can add value and get a jump on the competition by prospecting DB plans.

Conquering two common DB challenges

DB expertise can help you tackle two common plan sponsor challenges.

 

We can help

If you’re not as comfortable with DB plans as you are with defined contribution plans, that’s OK. We can help you through the process. Call our Advisor Support Team at 800-952-3343, option 2, to get started, or email to initiate a DB quote.

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