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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 a financial professional for Ohio National Financial Services, 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.

As mentioned in Ohio National's Qualified Retirement Plans Sales Process & Time Standards (Form 3621), 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 Retirement Plan Fact Finder (Form 3767) and Ohio National's Request for Proposal (Form 3202). Both forms will allow you to gather useful information to you 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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