Policyholder's Annual Update

Name: _______________   Date: __________

Section I: Since our last discussion, I/we have:
[ ] Purchased a new home   [ ] Sold home
[ ] Changed residence to ____________________
[ ] Changed attorney and/or accountant
[ ] Acquired new personal assets; inherited securities, cash, or property
[ ] Drawn up or   [ ] changed will/trust   [ ] disposed of assets
[ ] Matured or paid up life insurance policies
[ ] Started new savings account
[ ] Acquired new life insurance
[ ] Taken on or   [ ] dropped an associate
[ ] Had a gain or   [ ] loss in investment values
[ ] Member of family firm has become disabled/handicapped
[ ] Marital status has changed
[ ] If spouse/self attending college, will graduate in __________
[ ] If child attending college, will graduate in __________

Section II:
I/We expect a child in __________ (month).
I/We had a child on __________.
Name: ____________________
Birthdate: __________
I/We adopted a child.
Name: ____________________

Section III: I/We are interested in:
[ ] Wealth Accumulation
[ ] Retirement Planning
[ ] Tax Advantaged Savings
[ ] College Funding
[ ] Income Protection upon Disability
[ ] Family Income Protection upon Death
[ ] Reviewing My Present Financial Situation
[ ] Insurance for Spouse
[ ] Insurance for Children
[ ] Insurance for Parents
[ ] Mortgage Life/Disability Insurance
[ ] Converting Term Insurance
[ ] Policy/Beneficiary Design
[ ] Reviewing Insurance
[ ] Business Succession Planning
[ ] Business Insurance
[ ] Employee Benefits
[ ] Group Life Insurance
[ ] Group Disability Insurance
[ ] Estate Planning

NOTE: Please return this update REGARDLESS of any changes.

Who are three people (business or social, friends or acquaintances who could benefit from my services)?

  1. Name: ______________________________
    Address: ____________________________
    Comments: __________________________

  2. Name: ______________________________
    Address: ____________________________
    Comments: __________________________

  3. Name: ______________________________
    Address: ____________________________
    Comments: __________________________

The Ohio National Life Insurance Company
Ohio National Life Assurance Corporation

You should also have a specific idea to present, which relates to something you and your client have already discussed. Introducing ideas from out of left field each time soon teaches clients to see plan reviews as thinly disguised sales calls. This can undermine the confidence and trust you've worked so hard to build and maintain.

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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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