We'll focus on how these business-planning concepts work, how the insurance is arranged, and how each party is taxed. While this overview will help you become more confident in applying the marketing and sales principles described in the other sections of this course, it should also serve as a foundation for further study and continuing education.
Much of advanced sales, including business insurance, qualified retirement plans, and estate protection, requires producers to negotiate the maze of technical details created by our legal and tax systems — and they keep changing the rules just in case you start catching on.
Leveraging these rules and requirements to the benefit of your prospects and clients is the key to planning for businessowners and professionals. This challenge requires study and hard work, but it's an effort which is very well rewarded.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.