Registered Representative

FINANCIAL SERVICES REPRESENTATIVE

 

 If you are an insurance agent, registered financial services representative, financial planner or have a very strong sales background, look at other employment opportunities, but DO NOT miss this one! LET`S TALK.

 

Our firm has what you should be looking for. We do not need you to sign a "non-compete" agreement. You will be treated as you should be--and you will not want to leave! You will be building your own business that you will OWN, and you will not be a "captive agent" like many of your peers are at many other firms--yet you will have a full range of fringe benefits, including a company sponsored group health insurance plan and a 401(k)with a company match--just like they do! Our office, located at 3601 N. Lake Harbor Lane in Boise, Idaho, is a new, "state of the art" office complete with seminar facilities and power-point presentations available for your use to provide seminars or meetings for up to twenty-four of your clients or prospects at a time. Stop by and see us. CLIENTS DEPEND ON YOU FOR GUIDANCE THROUGH THE MAZE OF FINANCIAL PRODUCTS AND SERVICES, BUT WHO CAN YOU DEPEND ON?

 

The answer is Financial Planning Services, LLC! Our broker-dealer is The O.N. Equity Sales Company (ONESCO), and our insurance affiliate is Ohio National Financial Services (products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation).  In one complete package, you will have: 

 

* A family of companies. 

* A broad range of products and services. 

* High quality, proactive service. 

* Technology to help you build your business.

 

 INVESTMENT PRODUCTS AND SERVICES:

 

To remain competitive in today?s rapidly changing marketplace, registered representatives must have access to a broad range of quality products and services. At Financial Planning Services, LLC and ONESCO, providing quality products and services is our focus.

 

PROPRIETARY VARIABLE UNIVERSAL LIFE AND ANNUITIES:

 

An extremely competitive line of variable annuity and variable universal life insurance products is available to ONESCO registered representatives through the insurance company affiliates of Ohio National Financial Services. Not only are these products among the most competitive in the industry, but ONESCO does not take a portion of the payable commission. That?s right, OHIO NATIONAL PRODUCTS ARE NOT SUBJECT TO A HAIRCUT!

 

NON-PROPRIETARY VARIABLE LIFE AND ANNUITIES:

 

When you have an existing book of business that needs servicing or when you have situations that call for an alternative product, a broad selection of variable life insurance and annuity products from on-Ohio National companies is available to meet your client?s needs through a selling agreement with ONESCO.

 

MUTUAL FUNDS:

 

With more than 90 mutual fund family selling agreements, you will be sure to find a mutual fund that meets your client?s needs. Strategic partnerships with select fund families offer you a higher level of service and support than may be obtained elsewhere.

 

DIRECT PARTICIPATION PROGRAMS:

 

If you have clients that can use the benefits of tax shelters, ONESCO provides limited partnerships in the categories of real estate, oil and gas, leasing, and tax credit. Through ONESCO, all partnerships are examined by an outside service for due diligence.

 

UNIT INVESTMENT TRUSTS:

 

You will have a select list of unit investment trusts for customers desiring to invest in special situations for a specified period. Current UIT offerings are available through First Trust/Nike Securities, Kemper, Nuveen, Ranson, and Van Kampen Merritt.

 

MANAGED ACCOUNT PROGRAMS:

 

Real and institutional turnkey, fee-based programs are an excellent compliment to any reps transaction-based activities. The current programs allow clients to choose from 13 institutional portfolio managers and 27 investment options as well as a pre-screened list of 100 no-load mutual funds.

 

PERSHING AFFILIATION: ONESCO`s dedicated trading staff provides high quality execution on trades through Pershing, LLC. ONESCO`s New York Stock Exchange member clearing correspondent. Securities held in Pershing's custody are protected by the SIPC and private insurance up to a total of $75 million dollars per account. Pershing also provides numerous other services to ONESCO registered representatives and their clients, including: 



o Equity, Fixed-Income Securities. 

o Margin Accounts.

o Pershing Consolidated Statements.

 

 NEED MORE REASONS TO TALK TO US?

 

Financial Planning Services, LLC  knows that in today's fast paced environment, technology can put you ahead of the game by allowing you to do your job in a more efficient manner. That's why we are committed to providing the latest in technological advancements. These services are available at no cost or at a discounted cost to ONESCO's registered representatives. With the comprehensive ON-Net system, you're able to conduct business more efficiently and effectively--increasing your productivity and profitability.

 

ON-NET ONLINE: ON-Net Online offers high speed internet access to in-force and pending insurance policies, variable and non-variable annuities and mutual fund values, which are available for downloading on a personal computer. Imagine being in your client?s home or office and having this information available!

 

PERSHING NET EXCHANGE PRO:

 

Pershing Net Exchange Pro provides a link from your computer into the Pershing system. You can view your client?s Pershing accounts, monitor the status of pending transactions, enter buy and sell transactions, and project the cash flow generated by securities in your client?s account. Net Exchange Pro offers the services of Pershing ON-Line and more. Browse client accounts and execute client trades in seconds. Access real-time quotes, news and research, and download Pershing administrative forms directly to your PC through this Internet-based account management system.

 

NEED MORE REASONS TO TALK TO US? LET`S TALK!

 

You may visit the Financial Planning Services, LLC website at www.fps4u.com,

 or call Stan Mock, CFP at (208) 853-4600.

Our address is:

3601 N. Lake Harbor Ln.,

Boise, Idaho 83703.

 

Please stop by and see us.

 

Securities offered through The O.N. Equity Sales Company. Member NASD/SIPC. One Financial Way, Cincinnati, Ohio, 45242. (513) 714-6794.