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What is an Investment Strategy?

Pre-defined asset allocation models for variable annuities are appropriate for investors who do not want to actively manage their annuity sub-account portfolio, for lack of time, experience or confidence. If you decide to use a pre-defined asset allocation model, consider your age, estimated time until retirement, current financial stability, and tolerance for market volatility when selecting a risk profile (such as conservative, aggressive, etc.).

 

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ohio-national Asset Allocation Models
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ARTICLES & GUIDES

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

You may find an MLCD to be a good companion to your fixed annuity, which also has no market exposure and, reflecting the times, pays low interest rates…

Criteria for Evaluating Annuities with High Performing Investment Strategies & Asset Allocation Models

Criteria for Evaluating Annuities with High Performing Investment Strategies & Asset Allocation Models

When evaluating the asset allocation models and investment strategies available through the various variable annuities…

The Wealthier, the Quicker to Sell in a Downturn?

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Part of the debate over the Department of Labor’s new fiduciary rule and the related debate over “robo” financial advice…

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