Creation of the Estate Analysis Report or use of the Estate Tax Calculator, found on the "Tools" tab of the Ohio National illustration system, is the first step in preparing an estate plan. Once you've determined which of the planning alternatives you are going to recommend, the next step is to design an appropriate life insurance solution to the prospect client's estate liquidity needs.

As you develop your solutions, keep in mind the possibility of recommending more than one policy. It may be necessary to include several policies in your recommendations to solve different needs or wants.

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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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