Ohio National Products & Services

For this lesson, you are given an opportunity to apply your understanding of Ohio National's qualified retirement plan products and related product services.

1. The group annuity contract(s) offered by Ohio National that include individual participant allocations and the ability for participants to select their portfolio options is/are:
   1. ONCore Advantage
   2. Portfolio Advantage
   3. Insurance Advantage
   4. Both A & C
2. The group annuity contract(s) offered by Ohio National that do(es) not allocate funds into individual accounts is/are:
   1. ONCore Advantage
   2. Portfolio Advantage
   3. Insurance Advantage
   4. Both B & C
3. Provided you are properly FINRA-registered and/or variable licensed with the state to sell variable contracts, review the Ohio National brochure Style Box Fund Chart (Form 3622-PEN), and then answer the following questions:
   1. Describe the role this brochure can play in a plan participant's selection of portfolio options.

   2. Were the client to ask what the difference is between a large cap value fund and a large cap growth fund, how might you answer?

   3. Once a set of portfolio options is identified that fits the client's investment profile, where might the client obtain more information about those portfolios?

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.

Unit XXI: Qualified Retirement Plans
Section IV Action Assignment Satisfactorily Completed

DATE: __________	SIGN OFF
General Agent/Trainer:
Sales Associate:
Firm (Print):

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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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