Marketing
AI Coaching Program: A complete AI program designed for financial professionals
AI won’t replace financial professionals. But agents who adopt AI will absolutely outperform those who don’t.
Financial professionals that embrace AI will:
- Save 5-10 hours per week
- Improve accuracy and responsiveness
- Elevate their client experience
- Increase capacity and productivity
- Build a more valuable enterprise
Ready to understand and adopt AI? Start small. Learn quickly.
Reach out to your ADC to Enroll in the Pareto Systems AI Coaching Program today.
Don’t get left behind. Lead the way.
Sales
Finishing the Year Strong: Practical Life Practice Management Strategies
Online Event – Sept. 15th, 1 pm EST
As we enter the final stretch of the year, driving momentum is key to closing out your strongest quarter yet.
Simplicity invites you to an exclusive, strategy-focused webinar designed to help you elevate your life insurance business. We will share actionable, high-impact concepts you can implement into your practice immediately.
Join us for practical insights on:
- Positioning tax-advantaged retirement and living protection
- Unlocking hidden sales in your book
- Incorporating leveraged life insurance strategies to capture high-net-worth clients
*Premium financing involves financial risks, including interest rate fluctuations and collateral requirements. Evaluate client suitability based on overall financial profile.
End this year strong and start the next year stronger.
Product
Nationwide: Growth Fund of America, now an index choice.
First actively managed fund in an FIA
- For the first time in a fixed indexed annuity (FIA), the Nationwide New Heights® Select FIA enables you to tap into the power of active management with strategy options linked to the American Funds® *The product is a fixed indexed annuity and is not a direct investment in the stock market or mutual fund. Contract values do not directly participate in any equity investments or mutual funds.
- American Funds® The Growth Fund of America® – Class F-3 is not a market Index. It is a mutual fund, and its Index Value reflects the mutual fund’s total return. If you select a mutual fund-linked Index Strategy for investment, you will not be investing in the linked mutual fund. You will not be a shareholder or beneficial owner of the fund, and you will have no rights with respect to the fund.
This solution offers these robust features: Active Management, Growth, reinvestment & long-term success and 100% principal protection against market downturns1.
Be sure to check with your Annuity ADC for additional information or illustrations.
1Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Surrender charges and rider fees may reduce principal.
Bonus annuities generally include higher and longer surrender charges, lower renewal rates, lower caps, and other restrictions that are not included in annuities that do not have bonuses. Annuities are designed to meet long-term needs for retirement income. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This information is provided as general information and is not intended to be specific financial guidance.
This information is for Financial Professional Use Only and is not intended for distribution to the general public or for use in a consumer solicitation. 5899274-0926