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This course reviewed the various types of qualified retirement plans available to businessowners today and the products available from The Ohio National Life Insurance Company to serve those plans. Each type of plan, whether defined benefit or defined contribution, has been designed to appeal to one or more business situations, making it essential that advisers who work in this market understand all types. While some characteristics, such as tax-deferred accumulation, are common to most or all retirement plans, most types of plans have unique features that distinguish them.

It is not necessary for advisers to become subject matter experts on retirement plan details, but it is necessary that those who work in this market understand the distinguishing characteristics of each plan type. With over 60 years of experience in retirement plans, Ohio National can assist you with your retirement plan sales efforts. Make sure to take note of these important contact numbers for assistance:

Your Retirement Plan Wholesaler: 1.877.ONL.401K
Retirement Plan Services Sales & Marketing Dept.: 1.877.999.6637
Retirement Plan Services: 1.877.777.1112

Are you ready to apply what you have learned in this course to a business case? The next and final section of this course presents a case study that requires an understanding of the information and ideas presented throughout this course. First, though, take an opportunity to apply some of the points covered in this section with an Action Assignment.

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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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