This step of the sales process is where you complete the applications and submit them to the corporate headquarters for underwriting.
The tools you will need are:
- Application,
as listed on the DI Proposal System software.
- Ohio National Financial Supplement.
Must be completed when $5,000 or more are being applied for in monthly benefits.
- Buy-Sell Questionnaire.
Must be accompanied by the company's balance sheet and profit and loss statements for the past two fiscal years.
What to Do
- Fill out forms completely and accurately.
- Stress the importance of pre-payment to get the coverage in force.
- Coordinate with corporate headquarters' underwriting contract.
Back to Top | Next
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.
