About
ANNEXUS
The most innovative retirement accumulation and income planning solutions start here
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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.
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 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. 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.
