Comprehensive support designed to help you succeed

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1 Mutual fund sales support Guide Comprehensive support designed to help you succeed Develop lasting client relationships and grow your retirement plan business with the help of your Nationwide DCIO wholesaler. FOR ADVISOR/INSTITUTIONAL USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC.

2 Not a deposit Not FDIC or NCUSIF insured Not guaranteed by the institution Not insured by any federal government agency May lose value FOR ADVISOR/INSTITUTIONAL USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC. Important disclosures Call to request a summary prospectus and/or a prospectus, or download prospectuses at nationwide.com/mutualfunds. These prospectuses outline investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing. There is no assurance that the investment objective of any fund will be achieved. Investing in mutual funds involves risk, including the possible loss of principal. Share price, principal value and return will vary, and you may have a gain or a loss when you sell your shares. Nationwide Investment Services Corporation, member FINRA. Nationwide Funds Group (NFG) comprises Nationwide Fund Advisors, Nationwide Fund Distributors LLC and Nationwide Fund Management LLC. Together they provide advisory, distribution and administration services, respectively, to Nationwide Funds. Nationwide Fund Advisors (NFA) is the investment adviser to Nationwide Funds. Nationwide Funds distributed by Nationwide Fund Distributors LLC (NFD), member FINRA, King of Prussia, Pa. NFD is not affiliated with any subadviser contracted by Nationwide Fund Advisors (NFA), with the exception of Nationwide Asset Management, LLC (NWAM). NFD is not affiliated with Morningstar, Inc. or Lipper Analytical Services, Inc. (Lipper).

3 Offering clarity in a complex world The Internet and financial news channels available today give your clients 24-hour access to information about world events and their impact on global markets. Fortunately, many plan sponsors will turn to you for help understanding the impact it may have on their plan or participants accounts, but they ll often want it as quickly as they got the information right now. At Nationwide, we understand the pressure this puts on you. That s why your Nationwide DCIO wholesaler provides invaluable resources designed to break down complex information and simplify the conversations you have with your clients. See what your Nationwide DCIO wholesaler can provide for you: An experienced partner ready to support you and help build your retirement plan business Page 4 Actionable insights and resources that can simplify your client conversations Page 5 Quality investment solutions designed to help you meet a broad array of plan sponsor and participant needs Page 7 3

4 AN EXPERIENCED PARTNER Helping you build your business While many people know Nationwide as a strong and stable insurance company, we also have a legacy in mutual funds dating back more than 80 years. As a result, your Nationwide DCIO wholesaler can draw on our extensive investment experience to help you build and sustain your retirement plan business. Let your Nationwide DCIO wholesaler be your guide to our many asset management resources. ACCESS HIGHLY RATED FUNDS ADVANCED CONSULTING GROUP FUND COMPARISON RESOURCES RETIREMENT INCOME PLANNING PROGRAMS CONVERSATION BUILDING BLOCKS EDUCATION 4

5 ACTIONABLE INSIGHTS Simplifying your client conversations At Nationwide, we monitor world events, global markets and legislative developments so your wholesaler can provide the insights and resources you need to advise plan sponsors and participants. Interactive resources Market and economic insights We offer regular commentary and client-friendly resources to help keep you informed about current market and economic conditions and fuel meaningful conversations with plan sponsors and participants. Health Savings Accounts You get access to education and support that helps you show your clients how a health savings account can complement their retirement plan account and allow them to more effectively save for health care expenses in retirement. Women and investing We help you understand the diverse financial challenges that women face and give you the tools that will help you customize your support to their needs. Advanced Consulting Group We also offer you direct access to our specialized team of JDs, accountants, CFPs and CLUs who are ready to address the advanced estate, retirement or business planning needs your clients may have. They publish a range of white papers, sales ideas and presentations on these topics, and they can help you simplify them for your client conversations. To learn more about these topics and the resources we provide to support you, go to nationwidefinancial.com and click on the Topics menu. 5

6 Invaluable comparison tools To help you more easily evaluate mutual funds and their portfolio implications, we provide two tools both powered by Morningstar: Fund Comparison lets you compare up to five mutual funds side by side Portfolio Comparison allows you to compare two portfolios side by side Then you can generate client-approved reports and use them to help explain your recommendations. Work with your Nationwide DCIO wholesaler to make sure you get the most out of these resources. For more information, visit nationwidefinancial.com. 6

7 QUALITY INVESTMENT SOLUTIONS Helping you meet a broad array of client needs At Nationwide, we aren t constrained by proprietary fund manager philosophies or strengths. Instead, we re free to seek out industry-leading money managers to deliver on each investment strategy. This puts us in a better position to design a comprehensive lineup of solutions that can help you meet plan sponsor and participant needs. Highly rated fund family 1 The right blend is important We offer a diverse range of funds across multiple asset classes to help you meet your plan sponsors investment lineup needs. Every client is unique We identify plan sponsor and participant needs, build solutions around those needs and find the best asset managers to deliver on each investment strategy. Manager performance is key We provide a competitive lineup of quality funds, designed in coordination with leading money managers, which we constantly review and hold accountable. Industry-leading money managers 2 1 Nationwide Fund Advisors is ranked 14th on Barron s 2016 Best Fund Families, February Subadvisers as of 12/31/15. 7

8 A long and distinguished legacy Nationwide Geneva Small Cap Growth Fund is #1 on Money.com s list of the hottest small-cap funds for Nationwide Fund Advisors is ranked 14th on Barron s 2016 Best Fund Families, February Nationwide acquires 17 mutual funds from HighMark Capital Management, a key step in our journey to bring you quality investment options Nationwide launches Nationwide Investor Destinations Funds, a series of asset allocation funds based on risk tolerance Nationwide introduces the Nationwide Money Market Fund and Nationwide Bond Fund Nationwide reorganizes Mutual Income Foundation to form Heritage Securities and begins to promote it more actively. Mutual fund sales in August reach $117, Mutual Income Fund (precursor to the Nationwide Fund) is established. 8 Nationwide launches Nationwide Market Insights SM, an advisor resource that provides current market and economic updates along with insights from Nationwide s staff of economists and analysts Nationwide launches Nationwide Target Destination Funds Nationwide offers one of the country s first multi-manager variable annuities through The Best of America product line Nationwide introduces the Nationwide Growth Fund Nationwide purchases a small mutual fund company, Mutual Income Foundation, Inc. 3 The Best Mutual Fund Families, Barron s, webreprints.djreprints.com/51535.pdf, February 8, The Hottest Funds of 2015, Money.com, money/ /mutual-funds-etfs-best-of-2015.

9 Our DCIO sales team is passionate about simplifying complex investment concepts for plan sponsors and participants, giving advisors more time to have truly meaningful conversations that can enhance their relationships. Karen Heath-Wade Vice President, Sales Head of Distribution, Nationwide Funds 9

10 Helping you by putting your clients needs first Your clients need you to break down the complex information they re constantly exposed to and tell them in a simple way what it means for them. Our wholesalers are dedicated to making these conversations easier for you. Remember these key ways your Nationwide wholesaler can help you: An experienced partner ready to support you and help build your retirement plan business Actionable insights and resources that can simplify your client conversations Quality investment solutions designed to help you meet a broad array of plan sponsor and participant needs For more help or information, contact your Nationwide DCIO wholesaler at , Option 1 for East and Option 2 for West, or visit nationwidefinancial.com. 10

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12 The Best of America is a service mark of Nationwide Life Insurance Company. Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Nationwide Market Insights are service marks of Nationwide Mutual Insurance Company Nationwide MFM-1205M2 (06/16)