Also non-registered, Portfolio Advantage is an unallocated version of ONCore Advantage. Portfolio Advantage is best suited for defined benefit plans and certain forms of defined contribution plans including those that are trustee-directed. "Unallocated" means the fund balance is not allocated into individual accounts; as funds are needed on an individual basis, they are removed from the general plan fund. Some states require advisers to be registered with the NASD or meet specific requirements to sell even non-registered products.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.