After concluding the data-gathering meeting, the next step is to conduct an estate analysis and, if appropriate, develop recommendations that may include the purchase of life insurance. There are two recommended ways to accomplish this. One is to let the Ohio National Advanced Sales Department prepare an Estate Analysis Report for you. The other is to do it yourself using the ONFS Estate Tax Calculation or other commercial software.

If you use Ohio National's Estate Analysis Service, an Estate Analysis Report is prepared by the Advanced Sales Department. Use the information recorded on the Estate Planning Data Taker to complete the Request for Estate Analysis Report (Form 2490). This form is specifically geared to the Estate Analysis Service and asks for the information that is required to run the program. At this stage, you can also ask for help in the design of the estate planning recommendations you will make. The Estate Analysis Report will be sent to you in a report cover suitable for client presentation.

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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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