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Knowing the general profile of an ideal candidate for your estate planning services is only the first step in actually identifying prospective clients. Finding prospective estate planning clients requires that you know where to look.

Experience has shown that the best estate planning prospects – that is, those who fit the profile of the ideal prospect – are generally found in the following key markets:

  • businessowners;

  • Business Professionals;

  • Business Executives; and

  • People of Wealth.

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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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