Episode 11: Which Index When? A guide to the ONdex annuity’s allocation options

Mar 26, 2021 · 21m 17s
Episode 11: Which Index When? A guide to the ONdex annuity’s allocation options
Description

Every fixed indexed annuity (FIA) product offers allocation options that are tied to different indices and perform differently depending on market conditions. Understanding each option is crucial to helping clients...

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Every fixed indexed annuity (FIA) product offers allocation options that are tied to different indices and perform differently depending on market conditions. Understanding each option is crucial to helping clients develop an allocation strategy that will meet their retirement goals.

In this episode, John Grevas and Ohio National’s Vice President of Annuity Product Management, Tom DeGaetano, dive into the strengths and weaknesses of the ONdex FIAs’ allocation options, helping you understand which option to use when.
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Author AuguStar Financial
Organization AuguStar Financial
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