Products and Services

Personal Solutions

 

 

Financial Resources

solutions

Life & Disability Income Insurance Needs
Review of Savings and Investments
Retirement Accumulation and Distribution Strategies
Cash Flow Analysis

 

Retirement Products & Services
retirement

Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities
Retirement Needs Review
**Asset based Long Term Care Insurance

College Funding Solutions
College

College Costs Analysis
Analysis of Investment Alternatives

Investment Products

investing

Mutual Funds
Unit Investment Trusts
Variable Annuities
Direct Participation Programs
Securities Brokerage Services

Estate Analysis

Analysis

Estate Preservation
Tax Reduction Strategies
Charitable Giving Planning
Hypothetical Probate Analysis

 

Business Solutions

 

Business Continuation Planning

Continuity

Funding Option Analysis
Buy – Sell Strategies
Family Business Succession Planning
Key Person Insurance

Executive Fringe Benefits

checklist

Executive Bonus Plans
Split Dollar Insurance
Deferred Compensation Funding
Salary Continuation Plans
Non-Qualified Executive Fringe Benefits

Employee Benefit Program

Employee-Benefits-Package1

Life and Disability Income Insurance
Pension, Profit Sharing and 401(k) Plans
Payroll Deduction Plans
SIMPLE IRAs
Non-Qualified Retirement Programs

* *Asset Care Product not offered through Ohio National Financial Services or The O.N. Equity Sales Company