Until you become a seasoned expert in the estate planning process, you will find it both helpful and necessary to rely on the support of those who are experts in the field of estate planning. Fortunately, Ohio National provides a host of resources to support you from Day One. Estate planning resources available to Ohio National advisers include:
- Estate Analysis
— You can prepare estate analysis reports using the Estate Tax Calculation software, and you can request an Estate Analysis Report from the corporate headquarters. Either can be used to illustrate the prospective client's current situation, as well as planning alternatives.
- Advanced Sales Department
— You can call the Advanced Sales Department after receiving an Estate Analysis Report, and a qualified staff member will review the case with you.
- Firm Resources
— Your General Agent/Trainer can explain the resources available in your firm to assist you in your estate planning activities. These may include an estate planning specialist with whom you can work on a joint basis.
- Other Estate Planning Team Members
— Remember that you (the quarterback) are one member of an estate planning team that includes technical experts — the client's attorney and accountant. As technical issues arise, it is their role and responsibility to provide legal or tax advice and opinions.
