The proposal is then presented to the businessowner by the financial professional, who explains the recommendations. Advisers may request the support of their Retirement Plan Wholesaler in presenting the proposal.

To the prospective client, the proposal represents the financial professional's product and service recommendations, so it's essential that the financial professional fully understands the entire proposal. A solid working knowledge of each plan type will prove invaluable when it comes time to answer the client's questions — both of the plan type proposed, and the options that are not proposed.

The proposal is the primary means through which the financial professional may help the prospective client reach the decision of whether or not to adopt a plan. With assistance from a Retirement Plan Wholesaler, the financial professional can use the proposal to illustrate the benefits of adopting a qualified plan. Once that decision is made, the next step in the process is the installation of the plan and enrollment of participants.

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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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