Underlying any sale of qualified retirement plan products and services is the businessowner's decision to sponsor a qualified retirement plan. For that to occur, the businessowner needs to recognize the benefits derived through plan sponsorship.

Why should a businessowner sponsor a qualified retirement plan? What are the benefits, to both owners and employees, and do they outweigh the financial impact to the business of installing and funding the plan? If you want clients to accept your recommendations, you must be able to answer these questions.

Back to Top | Next

Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

98