About
ANNEXUS

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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.

INDUSTRY MILESTONES

2020
2020
2020
2019
2019
2019
2019
2019
2019
2018
2018
2018
2018
2018
2017
2017
2017
2017
2016
2016
2016
2016
2015
2015
2014
2013
2011
2010
2006

Annexus, PIMCO and AIG launch Morgan Stanley Expanded Horizons IndexSM

Annexus, PIMCO and AIG launch PIMCO Global Elite Markets Index™

Annexus and AIG launch X5 Advantage Annuity

Shiller Barclays CAPE® US Index awarded Proprietary Index of the Year – SRP

Annexus and Athene launch BCA 2.0 and Athene Velocity FIAs

Annexus, Yale Professor Robert Shiller and Barclays launch Shiller Barclays Global Index

Annexus, Wharton Professor Jeremy Siegel, and CIBC launch WisdomTree Siegel Strategic Value Index™

Blackstone makes Strategic Investment in Annexus

Annexus named Annuity Innovator of the Year 2019 – EQ Derivatives

Annexus and S&P launch S&P PRISMSM Index

Annexus and Securian Financial launch Balanced Growth Accumulator IUL

Annexus, NYSE and Morgan Stanley launch NYSE® Expanded Opportunities Index™

Annexus and Transamerica launch Transamerica Secure Retirement Index® II Annuity

Annexus named Annuity Innovator of the Year 2018 – EQ Derivatives

Tom Haines, Annexus SVP of Capital Markets and Index Solutions, named Top 40 Under 40 – IRI

Annexus, Yale Professor Roger Ibbotson and NYSE launch NYSE® Zebra Edge® Index

Annexus, Nationwide and J.P. Morgan awarded Deal of the Year – SRP

Annexus named Annuity Innovator of the Year 2017 – EQ Derivatives

Annexus, Merrill Lynch and Athene launch Merrill Lynch RPM Index™

Annexus and Athene launch BCA Elevate FIA

Annexus, J.P. Morgan and Nationwide awarded Deal of the Year – SRP

Annexus, J.P. Morgan and Nationwide launch J.P. Morgan Mozaic IISM Index

Annexus and Minnesota Life launch Balanced Growth Advantage IUL

Annexus, J.P. Morgan and Nationwide and launch J.P. Morgan MOZAIC Index

Annexus, Yale Professor Robert Shiller and Barclays launch Shiller Barclays CAPE® US Index

Annexus and Nationwide launch Nationwide New Heights FIA

Barron’s awards Annexus Best in Class for Balanced Allocation Annuity

Annexus launches Balanced Allocation Annuity

Annexus is Founded and launches Balanced Protection Annuity

Innovation

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.

Innovation

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.

2006

Annexus Founded

2006

Balanced Protection
Annuity (BPA)
Launched

2010

Balanced Allocation
Annuity (BAA)
Launched

2011

BAA Awarded Barron’s
“Best in Class”

15

INDUSTRY PATENTS ISSUED

2014

NATIONWIDE NEW HEIGHTS
LAUNCHED

2017

ANNUITY INNOVATOR
OF THE YEAR

2018

ANNUITY INNOVATOR
OF THE YEAR

2019

ANNUITY INNOVATOR
OF THE YEAR

Strategic Partnerships

Annexus has forged strategic partners with leading academics, thought leaders, top asset managers, and the world’s largest investment banks, including insurance carriers Nationwide, AIG, Transamerica, Athene and Securian, as well as J.P. Morgan, UBS, Zebra Capital Management, Barclays, Morgan Stanley Investment Management, Merrill Lynch, PIMCO, WisdomTree, CIBC, S&P and the NYSE. Blackstone, one of the world’s leading private equity firms, holds a minority stake in Annexus.

Elite Distribution

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. Only approximately 5,000 out of the over 400,000 financial professionals in the United States have access to Annexus designed products.

Every partnership begins with a conversation

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

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