Products and Services​

 

Financial Resources

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• 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

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• College Costs Analysis

• Analysis of Investment Alternatives

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Investment Products

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• 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

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• 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.

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