Ohio National Financial Services, Estate Planning

As always, on-profile referrals represent an excellent – some would argue the best – source of estate planning prospects. For example, as you work with existing clients and needs and wants prospects, you may be able to identify other family members or business associates who fit your profile of the ideal estate planning prospect and could benefit from your services.

While it is presumed that at this stage in your career you are familiar with techniques for asking for referrals, you may find it helpful to review a referral presentation that others have found effective in asking for estate planning referrals.

Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.