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.