The financial professional's chief responsibility to businessowners is to discuss the need and suitability of a qualified plan with the client, assemble data, and discuss the range of products and services that can be offered. Since designing a plan to meet a businessowner's needs and objectives cannot be developed without knowledge of the businessowner, the process of designing a qualified retirement plan begins with the gathering of information about the businessowner and the owner's retirement plan objectives.
Once the basic businessowner information has been obtained, the financial professional can request a plan proposal by completing Ohio National's Request for Proposal (Form 3202). Submitted to either the Retirement Plan Wholesaler or the Proposal Specialist at Ohio National, this form provides the information needed to prepare a proposal that targets the businessowner's needs and retirement objectives.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.