Your goal at this step of the sales process is to analyze the information received in the Information-Gathering Interview, assess the situation in light of the stated objectives, and prepare recommendations that match the prospect's needs with
Ohio National's products and services.
The Ohio National tools you will need to help with case analysis and preparation are:
- Disability Income Proposal System software featuring:
- Target Premium Money Purchase Ability
- Package Disability Illustration, Automatically including Regular Occupation & Residual Benefits
- Active businessowner Matrix, which Automatically Adjusts Occupation Classification
- Disability Income Marketing Guide (Form 8722)
- Financial Calculations Software — Project Future Growth of Business Value & Future Income
- Direct Mail Letters
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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.
