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Ohio National Financial Services provides its sales associates with a host of resource material to support their estate planning activities.

The components listed below interact with this section and can be found by navigating to the ON-Net Forms Catalog.
(User log-in required.)

NOTE: It is recommended that students have hard copies of all forms referenced in this material. Please order or print the forms listed below via the ON-Net Forms Catalog for use as a reference throughout the course.

  • Estate Planning Concepts
    • Estate Planning Client Guide (Form 2307)
    • Adviser's Guide (Form 2450)
    • Estate Planning Brochure (Form 2452.1)
  • Overfunded IRAs
    • Stretch IRA Brochure (Form 8946)
    • Estate Planning Strategy Brochure (Form 8947)
  • Estate Analysis
    • Request for Estate Analysis Report (Form 2490)
    • Estate Planning Data Taker (Form 2491)
    • Estate Analysis Brochure (Form 2494)
  • Charitable Giving Concepts
    • Charitable Giving Adviser's Guide (Form 2501)
    • Charitable Giving Client Guide (Form 2502)
  • Family Business Planning Concepts
    • Family Business Succession Planning Brochure (Form 2304)
    • Adviser's Guide (Form 2470)
  • Financial Calculations — Estate Tax Calculations Software
  • Estate Planning Concepts (2010) PowerPoint Presentation
  • Basic Estate Planning (2010) PowerPoint Presentation
  • The Myths & Realities of Estate Planning PowerPoint Presentation
  • Comparison of Estate Settlement Costs PowerPoint Presentation
  • IRA Wealth Protection Sales Idea (6 min., 37 sec.)

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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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