Your estate analysis presentation is a learning opportunity for your prospective client. Adults learn best when they first understand what they're going to be taught. So, an effective presentation begins by describing the planning alternatives you are going to review.

The first planning alternative is generally the prospect's current estate plan (or lack thereof), followed by alternative plans designed to better achieve the prospect's estate distribution objectives in the most cost-efficient manner possible.

Click here for additional information on planning alternatives provided with the Estate Analysis Report provided by the Ohio National, Advanced Sales Department.