Ohio National will review the compiled data and work with the financial professional in deciding what type of plan best suits the client's needs. If we can accommodate the requested plan design, a proposal will be prepared for the client based on the requested plan specifications. No decision is made without the businessowner's full understanding of the proposed plan and how it meets the owner's retirement plan objectives.

To review — the Retirement Plan Fact Finder (Form 3767) is used to collect essential basic information about the prospective client, and the Request for Proposal (Form 3202) is used to request a proposal from either the Retirement Plan Wholesaler or the Proposal Specialist at Ohio National.

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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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