Investments

Clients depend on us for guidance through the maze of financial products and services.

The O.N. Equity Sales Company offers you:

• A broad range of products and services.
• High quality, proactive service.
• Technology to help build you and your business.

Investment Products and Services

To remain competitive in today's rapidly changing marketplace, clients must have access to a broad range of quality products and services.  Through our affiliation with The O.N. Equity Sales Company, we can help.

Proprietary Variable Life Insurance and Annuities

A competitive line of variable annuity and variable universal life products is available through the insurance company affiliates of Ohio National Financial Services.  These products are among the most competitive in the industry.

The O.N. Equity Sales Company supports Ohio National variable products with a fund manager hotline featuring market and performance commentary provided by subaccount money managers.  TeleAccess interactive voice service provides account information and allows clients and registered representatives to make transfers between investment portfolios.

Non-Proprietary Variable Life Insurance and Annuities

When our clients have situations that call for an alternative product, a broad selection of variable life insurance and annuity products from non-Ohio National companies is available to meet your needs.

Mutual Funds

With more than 100 mutual fund family selling agreements, clients are sure to find a mutual fund that meets their needs.  Strategic partnerships with select fund families offer you a higher level of service and support than may be obtained elsewhere. 

Direct Participation Programs

The O.N. Equity Sales Company provides limited partnerships in various market segments.  All partnerships available through The O.N. Equity Sales Company are thoroughly reviewed and pass a due diligence examination.

College Savings and 529 Programs

Providing a new dimension of tax favored growth for those seeking to provide help with increasing costs of higher education.

Unit Investment Trusts

A select list of unit investment trusts are offered for customers desiring to invest in special situations for a specified period. 

Managed Account Programs

Retail and institutional turnkey, fee-based programs are an excellent complement to any client's transaction-based activities. 

 Pershing Affiliation

Our dedicated trading staff provides high quality execution on trades through the Pershing Division of Bank of America, The O.N. Equity Sales Company's New York Stock Exchange member clearing correspondent.  Securities held in Pershing's custody are protected by SIPC.

Pershing also provides numerous other services to clients, including:

• Equity, Fixed-Income Securities and C.D.s - Current quotes on all NYSE and OTC listed stocks, corporate, municipal, government, and fixed-income securities.  In addition, certificates of deposit with varying terms are available from several financial institutions.
• Margin Accounts - Through The O.N. Equity Sales Company, clients may open non-qualified margin accounts.  Margin accounts allow customers to borrow funds using the securities in their brokerage account as collateral.  Clients may even borrow against mutual funds held in the account more then 30 days.
• ProCash Plus - ProCash Plus, a financial organizer for clients, links a customer's investment, check writing, and debit card services, and organizes all account activity in one comprehensive statement.
• IRA Resource Checking - At age 59 1/2, clients have the flexibility to withdraw IRA funds.  Clients also avoid manual distribution processing and mail delivery delays by enrolling in this free service.  An added benefit is unlimited check writing against available IRA funds as long as a minimum balance of $500 is maintained.
• FundVest - FundVest, a mutual fund program, enables investors to buy, sell, or exchange load and no-load mutual fund shares without paying transaction fees.  FundVest purchases may be made for as little as $2500 for non-qualified accounts and $500 for an IRA account.
• Pershing EasyPay - With Pershing EasyPay, customers can transfer cash from their bank account to their brokerage account 24 hours a day, seven days a week through the convenience of a telephone, at no charge.
• Pershing Consolidated Statements - Monthly consolidated statements are provided to clients.  Statements may be customized by the rep to include personalized messages and tax reporting.

*Securities offered through The O.N. Equity Sales Company, MemberFINRA,www.finra.org, SIPC,www.sipc.org
One Financial Way , Cincinnati , Ohio 45242 , (513) 794-6794

(c) Copyright 2007 Weinberg & Associates, Inc. All rights reserved.

*Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513) 794-6794
*Licensed in the states of IL, WI, IN, AZ, FL (Lic #: 040391)