| Investment Comparison Grid | ||||
| Investment | Taxation | Liquidity | Market/Credit Risk | Guarantees |
| Fixed Annuities | Tax Deferred | Moderate | None | None* |
| Variable Annuities | Tax Deferred | Moderate | Moderate | None |
| CDs | Taxable | Low | None | FDIC |
| Money Market Accounts | Taxable | High | Low | None |
| Savings Accounts | Taxable | High | None | None |
| Mutual Funds | Taxable | High | Moderate | None |
| Stocks | Dividends Taxable; Tax Deferred Growth | Moderate | High | None |
| Bonds | Taxable | Moderate | Varies | None |
| Commodities | Taxable | Low | High | None |
| Options | Taxable | Low | High | None |
| Limited Partnerships | Taxable | Low | High | None |
| Promissory Notes | Taxable | Low | High | None |
| Real Estate Investment Trusts | Tax Deferred | High | Varies | None |
| Viatical Settlements | Taxable | High/Buyer-Low | None | None |
* State guaranty fund may be available; however, availability
of such a fund may not be used in advertising
or solicitation of clients.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.