Financial Planning for Business

The Old National Wealth Management team take the time to learn about your needs and gather pertinent information, analyzing it in light of your goals. Our certified financial planners utilize state-of-the-art institutional tools along with their expertise to create a sophisticated, customized plan that evolves as you do. An ongoing evaluation process will ensure that the plan continues to achieve your desired results.

Retirement products and services

• Retirement planning and review of employee benefits
• Risk management and insurance planning
• Cash flow and liability management
• Education expense planning
• Estate planning
• Tax planning
• ON Life

ON Life

Preserve family wealth and provide a financial legacy for future generations.

ON Life from Old National is insurance that allows you to transfer wealth and business assets from one generation to the next, or one individual to the next, without the burden of inheritance tax.

Why would I need ON Life?

When your risk of loss exceeds your ability to endure that loss, you should consider ON Life. The right plan will replace your income and pay the bills if you become disabled. Your loved ones will be able to maintain your family's standard of living while keeping the IRS from becoming the primary beneficiary of your estate.

Benefits of ON Life Insurance:

• Provide disability income
• Allow business continuation/succession planning
• Fund capital needs
• Provide estate liquidity/pay estate tax
• Wealth replacement
• Deliver key person insurance

Who benefits from ON Life?

• Wealthy clients with successful children
• Business owners with no buy-sell arrangement
• Business owners with little or no retirement planning for themselves or key employee(s)
• Clients expecting large inheritances
• Wealthy clients with illiquid assets
• Wealthy couples in poor health
• Business owners with children working in the business