Advisers gather pertinent information regarding the business using the Request for Proposal (Form 3202). Using the information gathered, your Retirement Plan Wholesaler will have a proposal prepared that lays out a recommended retirement plan for the businessowner's consideration.
Using the proposal, the financial professional (possibly with the assistance of a Retirement Plan Wholesaler) will discuss the suggested retirement plan design illustrated in the proposal with the businessowner.
While many retirement plan details remain, the proposal illustrates the foundation of the retirement plan that may ultimately be adopted. Once a businessowner accepts the proposal, the case moves to Retirement Plan Services, which can assist with creating the actual plan document.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.