Dear Mr. Jacobs:
As your Ohio National representative, one of my responsibilities is to be sure your goals and dreams, and current coverages are current and complete. A review of your retirement planning, insurance protection, and other financial security programs costs nothing. However, periodic reviews can find dangerous gaps or short-falls, or make you aware of problems which, for example, could result in a severely under-funded retirement. If you agree that reviewing your financial security decisions and insurance makes sense, I'd like to arrange a mutually convenient time for a no-obligation meeting. It won't take long, but it could be time very well-spent. I'll be in touch shortly, and will look forward to seeing you. Sincerely, Jessica F. Partridge, CLU |
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