Products and Services

 

Financial Resources

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

 

Retirement Products & Services
 

  • Individual Retirement Accounts (IRAs)

  • Fixed and Variable Annuities

  • Retirement Needs Review

  • Asset based Long Term Care Insurance**

  • College Funding Solutions

  • College Costs Analysis

  • Analysis of Investment Alternatives

  • Investment Products

 

College Funding Solutions

  • College Costs Analysis

  • Analysis of Investment Alternatives

Investment Products

  • Mutual Funds

  • Unit Investment Trusts

  • Variable Annuities

  • Direct Participation Programs

  • Securities Brokerage Services

  • Estate Analysis

  • Pension, Profit Sharing and 401(k) Plans

  • Payroll Deduction Plans

  • SIMPLE IRAs

  • Non-Qualified Retirement Programs

 

Estate Preservation

  • Tax Reduction Strategies

  • Charitable Giving Planning

  • Hypothetical Probate Analysis

 

Business Solutions

 

  • Business Continuation Planning

  • Funding Option Analysis

  • Buy – Sell Strategies

  • Family Business Succession Planning

  • Key Person Insurance

  • Executive Fringe Benefits

  • Executive Bonus Plans

  • Split Dollar Insurance

  • Deferred Compensation Funding

  • Salary Continuation Plans

  • Non-Qualified Executive Fringe Benefits

  • Employee Benefit Programs


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