Unit XX Business Insurance

Prospect Profile

A fully insured pension plan is ideally suited for a mature small businessowner who has been unable to save for retirement in earlier years. Now, with stable income flow, the businessowner desires to put away a very large, tax-dediuctible contribution for retirement.

businessowner Characteristics:

Age 50 and Up;

Fewer than 10 Employees;

Most employees much younger than owner;

Stable high income; and

Plans to retire in 10 to 15 years.

Example:

businessowner Dentist

Age 52

Income $130,000 Net Annually

Employees 2

Wages $40,000 & $24,000

Goal To create a large retirement fund quickly to replace 85 percent of his earnings during retirement and yet generate an immediate tax deduction for funding the plan.

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

businessowner	Dentist
Age	52
Income	$130,000 Net Annually
Employees	2
Wages	$40,000 & $24,000
Goal	To create a large retirement fund quickly to replace 85 percent of his earnings during retirement and yet generate an immediate tax deduction for funding the plan.