Nationwide & Annexus Partnership
Executive presentations, institutional sales enablement tools, and product literature developed for the Nationwide and Annexus partnership.
Presentations & Collateral
Pitch decks, keynotes, and print pieces that make dense ideas easy to follow.
Executive Storytelling
Presentation and event design organizes dense information with editorial discipline, ensuring complex ideas persuade and captivate audiences.
Project Details
Amanda's Role
Amanda directed the slide architecture, data visualization systems, typographic hierarchy, advisor sales brochures, product comparison sheets, and presentation template guidelines.
Challenge & Focus
Indexed retirement solutions involve dense actuarial models, regulatory compliance disclosures, and complex index crediting methodologies. Wholesalers needed presentation decks and sales collateral that made complicated financial mechanics instantly understandable and credible during high-stakes advisor meetings.
- Executive Pitch & Product Decks
- Actuarial Data Visualizations
- Advisor Sales Enablement Toolkits
- Product Fact Sheets & Brochures
- Compliance-Ready Presentation Templates
Creative Concept & Execution
Clarity in Complex Financial Communication
Amanda approaches executive presentation design with the discipline of an information architect. In partnership with Nationwide, indexed annuity collateral required communicating nuanced financial formulas without losing the advisor audience in dense technical tables.
By establishing disciplined typographic scale, clear progressive disclosure across slide sequences, and crisp iconography, the resulting collateral turned actuarial complexity into persuasive, compliant sales storytelling.
Outcome & Impact
Delivered an authoritative suite of presentation decks and client-facing brochures that enabled financial advisors to present retirement strategies with clarity, compliance rigor, and visual confidence.
Tools & Formats: Executive Pitch & Product Decks · Actuarial Data Visualizations · Advisor Sales Enablement Toolkits · Product Fact Sheets & Brochures · Compliance-Ready Presentation Templates
Project Visuals & Rollout
A comprehensive visual sequence of campaign assets, in-store touchpoints, sketches, and finished deliverables.
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