This letter has been adapted from Query, a publication of the American Society of CLU.

Dear Prospect:

Could your business survive the unexpected? Yes or no, the difference could be planning.

In the rush of daily business, the urgent sometimes drives out the important, keeping us from the long-range planning we know we should be doing. That's a common problem — I know, because it is the same in my business. However, that doesn't change the fact that everything we have worked so hard for can be lost simply because we didn't take time to plan.

  1. Where do you and your business/practice stand? To test your long-range business planning, how would you answer these questions?
  2. If you are a sole proprietor, does your will authorize your executor to continue to do business?
  3. If your business is a corporation or partnership, have plans been made to continue or dispose of the company if anything happens to one of the principals?
  4. Will your business have enough cash to cover any liabilities and continue operating if you become disabled?
  5. Do you wish your family to receive all or part of the value of your business--and do you know what that value is?
  6. At retirement, would you and your associates prefer to receive cash in exchange for your respective business interests?
  7. Will the officers and employees of your company be able to keep the business going if you were out of the picture?
  8. Would you like to be in business with your partner's spouse or children?
  9. Have you thought what you will do with your business when you reach retirement age?

Business planning in one or more of its many forms is specially designed to solve problems like these. For a free "Business Planning Check-Up" please fill out the request form below and return it to me in the enclosed postage-paid reply envelope.

There is no obligation, of course.

Sincerely,

Sales Associate

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

YES! I would like the free "Business Planning
Check-Up"
described in your letter.

  Please Contact: ____________________________________

  Company Name: __________________________________

  Phone: _______________   Best Time to Call: __________

  E-Mail: ____________________________________________

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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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