Your goal for this section is to become knowledgeable in the estate planning process as it pertains to your role as agent. Toward that end, you should target the following objectives:
- Learn how to successfully approach
estate planning prospects to offer your services and products.
- Know how
to conduct an estate planning fact-finder and estate analysis.
- Be familiar with the tools and resources
available from Ohio National to assist your estate planning process activities.
- Become confident
in presenting an estate plan case analysis and product sale proposal.
- Understand the importance
of maintaining an ongoing review process with your estate planning clients.
Because the information in this section is especially relevant to your business success, it contains three Action Assignments. You should plan to complete each one, and review it with your General Agent or training supervisor, before proceeding to the next portion of the section.
