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There are two methods you can use to approach estate planning prospects:

  1. Active Approach

    You use current clients, on-profile referrals, seminars, direct mail, and e-mail to actively identify and approach prospects for your estate planning services.

  2. Passive Approach

    You continue your current prospecting and approach methods. As you meet with prospects and learn more about their financial situations, you make the transition to your estate planning services. Click here for a sample transition statement.

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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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