Nationwide Financial, Columbus, Ohio, is offering an online marketing tool to help investment professionals grow their businesses and support the long-term investment needs of their clients. Investment Selector is an online quarterly report that recommends investment options and percentage allocations for The BEST of AMERICA variable products. Investment Selector uses research and evaluation methods developed by Morningstar Associates LLC, a registered investment advisor and a wholly owned subsidiary of Morningstar Inc. Investment Selector targets the investments that fulfill five allocation models developed through a collaboration with Ibbotson Associates.
The tool helps manage the individual fund selection for each allocation model by analyzing the available menu of investment options and determining the initial asset allocation percentages for each fund based on style. The underlying investment options, including cash-equivalent funds, also are reviewed when determining the allocation percentage held by all funds within each model. The underlying investment options are not publicly traded mutual funds and are not available directly for purchase by the general public. They are only available through variable annuities issued by life insurance companies.
Used in conjunction with asset-allocation tools, the Investment Selector's report can help investment professionals and their clients choose specific fund mixes (even within style boxes) that are most likely to help them meet their own retirement goals. The recommended allocation percentages for each fund also are provided, based on conservative, moderately conservative, moderate, moderately aggressive, and aggressive models.
The quarterly reports will be available on-line through The BEST of AMERICA sales & service center, www.bestofamerica.com>I>.
The BEST of AMERICA Investment Selector can be used with the following variable annuity products and variable life products:
- The BEST of AMERICA America's FUTURE Annuity II
- The BEST of AMERICA Achiever Annuity
- The BEST of AMERICA All American Gold Annuity
- The BEST of AMERICA Future Venue Annuity
- The BEST of AMERICA Choice Venue Annuity II
- The BEST of AMERICA Elite Venue Annuity
- The BEST of AMERICA Exclusive Venue Annuity
- The BEST of AMERICA Next Generation Flexible Premium Variable Universal Life
- The BEST of AMERICA Protection Flexible Premium Variable Universal Life(R)
- The BEST of AMERICA ChoiceLife Protection Flexible Premium Variable Universal Life
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