Welcome Home to our Advisor Resource Library

Here is where we share our findings, links, case studies, white papers, podcasts and any other web what-not’s we feel can help you improve your knowledge bank.

Have a suggestion for our library? 

Share your thoughts with the Advisor Resource Center by emailing mara@kestlerfinancial.com.


Tools & Calculators

Worksheet – What’s Average: The Average of the Years VS. The Compounded Average

Riskalyze

Indexed Annuity Leadership Council – Check out this consumer friendly video and resource to help explain Indexed Annuities to your clients.


Links

  • NAFA Errors & Omissions Insurance Program
  • Crestmont Research
  • TRANSAMERICA
  • J.P. Morgan Indices
  • 2015 Fixed Indexed Annuity Distribution Trends – Marketing, Sales and Sales Support Developments in Third-Party Channels

Presentations & Webinars

As Nationwide New Heights came online in Virginia, our National Sales Director, Kim Harrington, took the opportunity to launch a webinar to better familiarize our advisors with the product. Click Here to Watch the webinar.

Richard M. Weber, MBA, CLU – IUL Regulations – Richard M. Weber, past President of the Society of Financial Service Professionals, presents a discussion focused on helping to understand all the nuances of these new illustration guidelines, and answering the question of how it will impact our business both here in 2015 and as we look forward to the next generation of Indexed UL contracts built specifically to comply with these new guidelines.

The J.P. Morgan MOZAIC INDEX exclusively offered through the Nationwide New Heights Fixed Indexed Annuity, strives to achieve consistent returns throughout the market cycle by dynamically rebalancing a multi-asset portfolio based on recent performance trends.