SECTION V: THE INVESTMENT SALES PROCESS

Action Assignment

This section covered the process involved in selling securities. Remember that incorporating the security sales process into the sales process you already use when presenting life insurance is an easy way to transition a sale of life insurance into a sale of both life insurance and securities. This Action Assignment will ask you to list some securities prospects from your existing client base to referrals, so you can begin your prospecting efforts in the world of security sales.

List 10 prospects from your natural market (existing client base) that you would like to touch base with to assess their need/want for securities:

List 5 existing clients that you can call and ask for referrals:

Write down 1 niche market that you would like to work with.

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.

Unit XII: Securities & Variable Products
Section V Action Assignment Satisfactorily Completed

DATE: __________	SIGN OFF
General Agent/Trainer:
Sales Associate:
Firm (Print):

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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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