Educating the Businessowner

While many of today's small businessowners have at least a rudimentary understanding of retirement plans, the financial professional's role in helping the owner understand both the need and the proposed solution is essential in every case. A good time to begin educating the businessowner about needs and solutions is during the initial interview, during which you introduce your services and products and, in return, gather information about the business.

With more than half a century of experience in helping advisers develop, implement and maintain qualified retirement plans for businessowners, Ohio National has what it takes for you to offer businessowners the best in both products and services. Here are some key points you can use to reinforce your case when describing the products and services available:

Retirement Plan Services — From issuing proposals to providing the administrative support needed to maintain a plan, Ohio National's Retirement Plan Services is ready to support you and the businessowner through the entire process.

Quality Products — Good service alone is not enough to attract prospective clients. It also takes a good product. Make it a point to become familiar with the group annuity contracts offered by Ohio National.

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