Client guide: Growth and stability

Understanding the role an indexed whole life policy can play in your financial future

Building your financial future means building a plan that’s balanced.

You need protection – for your assets and your loved ones, to make sure they can still accomplish their goals if you aren’t there to provide for them. But you also want growth, to help your assets stay ahead of inflation and cover your expenses throughout your lifetime. Certain assets are geared toward providing protection, but may not offer much growth. Other assets may promise high growth potential, but also have a higher risk of loss.

Fortunately, there’s a product that can offer the protection you need with the growth potential you want: indexed whole life insurance.

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The purchase of an indexed whole life insurance policy is a long-term commitment and is subject to underwriting approval. Life insurance policies contain exclusions, limitations, reduction of benefits and terms under which the policy may be continued in force or discontinued. For complete details of coverage, contact the company for additional information. Before purchasing any indexed whole life insurance policy, you should request a policy illustration and carefully compare both the guaranteed and non-guaranteed elements.

Indexed whole life policies are issued as Policy Forms ICC22-IWL-1/U and any state variations.

Indexed whole life insurance is issued by Ohio National Life Assurance Corporation. Product, product features and rider availability vary by state. Product not available in CA. Issuer not licensed to conduct business in NY.

THIS MATERIAL IS FOR USE WITH THE GENERAL PUBLIC AND IS NOT INTENDED TO PROVIDE INVESTMENT, INSURANCE OR TAX ADVICE FOR ANY INDIVIDUAL.