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Through their firm, Jacobs and Lofgren provide their employees with group life and group medical expense insurance, but they do not currently have any type of retirement plan in place. They have contacted you to inquire about Ohio National's Retirement Plan Services. As an Ohio National financial professional, you have the support of dedicated specialists in the corporate headquarters that will provide the information and resources you'll need to help Jacobs and Lofgren install a retirement plan that best suits their needs.

Your first step as the financial professional will be to meet with the partners to discuss their need for a qualified plan and learn more about their needs and objectives. To assist you in learning about the law firm and assembling data, take along a copy of Ohio National's Request for Proposal (Form 3202). This form will allow you to gather useful information as the financial professional, as well as Ohio National's specialists in assisting with plan design and a proposal for Jacobs and Lofgren.

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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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