Nationwide and Annexus Launch First-Ever FIA with a Strategy Linked to an Actively Managed Mutual Fund
Nationwide New Heights Select fixed indexed annuities will offer a strategy linked to American Funds Growth Fund of America, plus two new indices from Goldman Sachs and S&P Dow Jones Indices
COLUMBUS, Ohio – Nationwide, Annexus and Capital Group are partnering to add a new strategy linked to the American Funds® Growth Fund of America® Class F-3 mutual fund1 within the Nationwide New Heights® Select suite. This addition will make New Heights Select the first fixed indexed annuity (FIA) in the industry to include a strategy linked to an actively managed mutual fund2. Two additional index strategies from Goldman Sachs and S&P Dow Jones Indices will further enhance the product’s growth opportunities.
“Nationwide is proud to continue its history of innovation in the annuity industry alongside our product development partner, Annexus, and our investment partner, Capital Group, the world’s largest global active investment manager. After delivering the first registered-index linked annuity (RILA) offering strategies linked to an actively managed fund, we’re excited to build on that momentum within our FIAs,” said Stacy LaiFook, vice president of Nationwide Annuity Business Development. “This expansion brings financial professionals and their clients new opportunities for growth potential within a risk-managed solution that offers 100% principal protection from market losses.”
“Over 12 years of partnership with Nationwide, we have consistently pushed the boundaries to deliver more consumer value in Nationwide New Heights Select FIAs.” – Ron Shurts, CEO and Co-Founder of Annexus
American Funds Growth Fund of America is an actively managed mutual fund that offers a flexible approach to growth investing. The fund seeks opportunities in traditional growth stocks as well as cyclical companies and turnaround situations with significant potential for growth of capital. Growth Fund of America distinguishes itself through Capital Group’s distinct multi-manager system, with a team of 12 portfolio managers averaging 26 years of experience.
Enhancements include two additional indices
Additionally, two more indexes are being added to the Nationwide New Heights Select suite: the S&P 500® Distance Stabilizer Index3 and the GS American Funds® GFA 15% Index.
- The S&P 500 Distance Stabilizer Index – developed in collaboration with Société Générale – dynamically adjusts its exposure to the S&P 500 without relying on fixed volatility targets, bonds or commodities, helping provide greater stability over time.
- The GS American Funds® GFA 15% Index is based on the performance of The Growth Fund of America and applies a dynamic risk-adjustment overlay capping volatility at a level of 15%. An intraday trading strategy is designed to respond more quickly to changes in market volatility.
“Over 12 years of partnership with Nationwide, we have consistently pushed the boundaries to deliver more consumer value in Nationwide New Heights Select FIAs,” said Ron Shurts, CEO and Co-Founder of Annexus. “These enhancements — including our continued collaborations with industry leaders Capital Group, Goldman Sachs, and S&P Dow Jones Indices — reflect our commitment to delivering first-to-market innovation and meaningful outcomes for advisors and their clients.”
Additionally, Nationwide recently increased the compound, annual roll-up rate on the Nationwide High Point 365 Select Lifetime Income rider with Bonus from 9.5% to 10%4. With this change, Nationwide New Heights Select 8, 9, and 12 now offer the highest level of guaranteed lifetime income since their inception.
Financial professionals interested in Nationwide New Heights Select FIAs should contact their Nationwide wholesaler or Annexus-affiliated independent distribution company. Individual investors interested in learning more about the benefits of New Heights Select should contact their financial professional or visit www.nationwidenewheights.com.
1 American Funds 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 a mutual fund-linked index strategy is selected 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.
2 Based on research conducted on 8/14/2026 from Wink.
3 S&P 500 Distance Stabilizer TCA Index (USD) ER
4 10% compound annual roll-up rate available on Nationwide New Heights Select 8, 9 and 12.
About Nationwide
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified financial services and insurance organizations in the United States. Nationwide is rated A+ by Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; and pet, motorcycle and boat insurance.
For more information, visit www.nationwide.com.
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Nationwide is neither affiliated nor associated with third party entities mentioned in this release.
Nationwide, Nationwide is on your side, the Nationwide N and Eagle, Nationwide New Heights, New Heights, Nationwide High Point 365 and High Point 365 are service marks of Nationwide Mutual Insurance Company. © 2026
About Annexus
Annexus is a leading independent retirement product design and distribution company dedicated to delivering innovative financial solutions for advisors and their clients. With over a decade of experience partnering with top-tier financial institutions, Annexus has established itself as a pioneer in the fixed indexed annuity space. For more information, visit www.Annexus.com.
This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.
Nationwide New Heights Select is a single premium, fixed indexed deferred annuity issued by Nationwide Life and Annuity Insurance Company, Columbus, Ohio.
All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.
Fixed annuities have limitations. They are long-term vehicles designed for retirement purposes. They are not intended to replace emergency funds, to be used as income for day-to-day expenses or to fund short-term savings goals. Please read the contract for complete details.
Withdrawals are subject to income tax, and withdrawals before age 59½ may be subject to a 10% federal tax penalty.
New Heights Select does not directly participate in the stock market or any index. It is not possible to invest in an index.
American Funds® The Growth Fund of America® – Class F-3 or American Funds® 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.
The Index Strategies linked to The Growth Fund of America® from American Funds® are not market indexes. They are based on a retail mutual fund whose investment returns are used to determine the performance of the associated Index Strategies. You will not become a shareholder of the mutual fund by investing in the Index Strategies, nor will you have any voting, dividend, liquidation, or any other rights typically afforded to the mutual fund’s shareholders. Actual investment results as a shareholder of the mutual fund may differ. American Funds’ The Growth Fund of America and their trademarks and data have been licensed for use by Nationwide Life Insurance Company. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc. (“Capital Group”) or an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. This Product is not sponsored, endorsed, recommended, offered, sold, issued or promoted by Capital Group or any of its affiliates, or any of their respective third-party licensors. Capital Group has no obligation or liability in connection with the administration or marketing of this Product. Capital Group makes no representation or warranty, express or implied, to the owners of this Product or any member of the public regarding the suitability or advisability of investing in this Product or any Index Strategy. Capital Group has not prepared any part of this document and no statements made herein should be attributed to Capital Group.
The GS American Funds® GFA 15% Index (the “Index”) is a product name that combines trademarks owned by Goldman Sachs & Co. LLC (“Goldman Sachs”) and Capital Client Group, Inc. and The Growth Fund of America (collectively, “Capital Group”), each of which retains sole ownership of its respective trademarks. The Capital Group marks are used by Goldman Sachs under license and are sublicensed by Goldman Sachs to Nationwide Life and Annuity Insurance Company (“Nationwide”) solely for use in connection with Nationwide’s fixed indexed annuity product that reference or are linked to the Index (the “Permitted Products’’). The Permitted Products are not sponsored, endorsed, recommended, promoted or sold by Capital Group, Goldman Sachs or by any third-party provider of market data. Capital Group, Goldman Sachs, and their respective affiliates, and any third-party data provider disclaim to the full extent legally permitted all representations, third party-beneficiary obligations, and warranties, including concerning warranty, advisability, suitability, and data and methodology accuracy and errors. Neither the Index nor any of the assets comprising it are guaranteed to yield specific results. There are no third-party beneficiaries of any agreements between third party data providers and Goldman Sachs. Visit https://www.goldmansachsindices.com/products/GSGFA15 for complete disclosure.
The “S&P 500®” and the “S&P 500 Distance Stabilizer TCA Index” are Products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Nationwide Life and Annuity Insurance Company (“Nationwide”). S&P®, S&P 500®, US 500TM, The 500®, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Nationwide. Nationwide New Heights® Select is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such Product(s) nor do they have any liability for any errors, omissions, or interruptions of the Products.
The S&P 500® Distance Stabilizer TCA Index (USD) ER and the GS American Funds® GFA 15% Index are excess return indexes. Indexes calculated on an excess return basis include calculation elements that reduce index performance. Because of this, an excess return version of an index will have lower performance than a total return version of the same index would, especially in high interest rate environments. Some excess return indexes also deduct a notional charge(s) in calculating index performance. This deduction(s) will reduce the potential positive change in index performance and increase the potential negative change in the index performance.
AAM-1948AO
08/2026
