While many of today's small businessowners have at least a rudimentary understanding of retirement plans, the financial professional's role in helping the owner understand both the value of such plans and the options available is essential in every case. A good time to begin educating the businessowner about needs and solutions is during the initial interview, during which you can discuss your services and products and, in return, gather information about the business.
With more than half a century of experience in helping advisers develop, implement and maintain qualified retirement plans for businessowners, Ohio National has the knowledge, experience, products and services necessary to benefit the businessowner. Here are some key points you can share with clents when describing the products and services available:
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