The most innovative retirement accumulation and income planning solutions start here.
POWERED BY PERFORMANCE
As the leading independent product design and distribution company in America, Annexus designs solutions to help Americans grow and protect their retirement savings. Since 2006, Annexus has developed the industry’s best-performing fixed indexed annuities and indexed universal life insurance policies and is leading the charge in the development of in-plan lifetime income solutions with plan sponsors.
Annexus is Founded and launches Balanced Protection Annuity
Annexus launches Balanced Allocation Annuity
Barron’s awards Annexus Best in Class for Balanced Allocation Annuity
Annexus and Nationwide launch Nationwide New Heights FIA
Annexus, Yale Professor Robert Shiller and Barclays launch Shiller Barclays CAPE® US Index
Annexus, J.P. Morgan and Nationwide and launch J.P. Morgan MOZAIC Index
Annexus and Minnesota Life launch Balanced Growth Advantage IUL
Annexus, J.P. Morgan and Nationwide launch J.P. Morgan Mozaic IISM Index
Annexus, J.P. Morgan and Nationwide awarded Deal of the Year – SRP
Annexus and Athene launch BCA Elevate FIA
Annexus, Merrill Lynch and Athene launch Merrill Lynch RPM Index™
Annexus named Annuity Innovator of the Year 2017 – EQ Derivatives
Annexus, Nationwide and J.P. Morgan awarded Deal of the Year – SRP
Annexus, Yale Professor Roger Ibbotson and NYSE launch NYSE® Zebra Edge® Index
Tom Haines, Annexus SVP of Capital Markets and Index Solutions, named Top 40 Under 40 – IRI
Annexus named Annuity Innovator of the Year 2018 – EQ Derivatives
Annexus and Transamerica launch Transamerica Secure Retirement Index® II Annuity
Annexus, NYSE and Morgan Stanley launch NYSE® Expanded Opportunities Index™
Annexus and Securian Financial launch Balanced Growth Accumulator IUL
Annexus and S&P launch S&P PRISMSM Index
Annexus named Annuity Innovator of the Year 2019 – EQ Derivatives
Blackstone makes Strategic Investment in Annexus
Annexus, Wharton Professor Jeremy Siegel, and CIBC launch WisdomTree Siegel Strategic Value Index™
Annexus, Yale Professor Robert Shiller and Barclays launch Shiller Barclays Global Index
Annexus and Athene launch BCA 2.0 and Athene Velocity FIAs
Shiller Barclays CAPE® US Index awarded Proprietary Index of the Year – SRP
Annexus and AIG launch X5 Advantage Annuity
Annexus, PIMCO and AIG launch PIMCO Global Elite Markets Index™
Annexus, PIMCO and AIG launch Morgan Stanley Expanded Horizons IndexSM
North American and Annexus launch the Secure HorizonSM FIA Suite
It begins with the mantra, “Be the first, be the best, or change the game” with the goal of only designing products that provide better client outcomes. Today, the product development team at Annexus has more patents and patents pending than the rest of the industry combined and was named “Annuity Innovator of the Year” for 2017, 2018 and 2019.
Annexus has forged strategic partnerships with leading academics, thought leaders, top asset managers, and the world’s largest investment banks, including insurance carriers Nationwide, AIG, North American, Athene and Securian, as well as J.P. Morgan, UBS, Zebra Capital Management, Barclays, Morgan Stanley Investment Management, Merrill Lynch, PIMCO, WisdomTree, Loomis Sayles, CIBC, S&P and the NYSE.
Annexus brings its innovation to the retirement market by partnering with some of the most respected firms, the largest Independent Distribution Companies and top financial professionals in the industry. Out of the more than 400,000 financial professionals, only a small percentage of the top advisors across the United States have access to Annexus-designed products.
EVERY PARTNERSHIP BEGINS WITH
Whether you are a representative from a financial institution, a financial professional looking to offer your clients innovative retirement income planning solutions, or an individual trying to secure the retirement you’ve worked so hard to achieve, we look forward to helping you.
Unlock the power of partnership with Annexus. Contact us today