Even with top quality products and services, the qualified retirement plans market can be difficult to master. With support resources provided by the Ohio National corporate headquarters, as well as the Retirement Plan Wholesalers, advisers can begin prospecting new qualified retirement plans business immediately.
Through its Retirement Plan Services Sales and Marketing team, Ohio National provides financial professionals the sales support and expertise needed to maintain high-quality service to their retirement plan clients. Through a variety of seminars, CE programs and newsletters, the Retirement Plan Services Sales and Marketing team provides all the resources necessary for advisers to build their retirement plan business.
Financial professionals who choose Ohio National for their retirement plan products and services are choosing a company that works with them during every step in the retirement plan sales process, including:
For more details, including an outline of the key functions of each step of the retirement plan sales process, review the brochure Retirement Plans Sales Process & Time Standards (Form 3621).
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.