SCOTTSDALE, Ariz.–(BUSINESS WIRE)–Annexus, a Scottsdale, Ariz.-based designer of fixed indexed annuities, life insurance and other index-based wealth management products, announced the addition of Tom Haines as Senior Vice President of Capital Markets and Index Solutions. Mr. Haines, who most recently led the Equities Solutions Structuring initiative for UBS Investment Bank and helped Annexus launch the award-winning NYSE® Zebra Edge® Index, will be responsible for driving the next phase of the company’s index strategy.
“Tom brings a wealth of experience and a successful track record of developing, evaluating and launching index strategies, and will help us continue to bring to market a comprehensive range of innovative new financial solutions.”
“This is an exciting milestone in further establishing Annexus as the leading independent product development company in the retirement planning industry,” said Ron Shurts, Co-Founder of Annexus. “Tom brings a wealth of experience and a successful track record of developing, evaluating and launching index strategies, and will help us continue to bring to market a comprehensive range of innovative new financial solutions.”
“Our goal has always been to design products that create better client outcomes. Tom shares our vision to ensure that the index solutions we offer are based on forward-looking considerations and sound investment theory—not just back-tested historical performance,” said Annexus Co-Founder Don Dady. “Tom’s extensive experience with the regulatory, trading and pricing perspectives of index design will also be extremely valuable to our insurance carrier partners that back the guarantees of our solutions.”
Mr. Haines will coordinate index review and design and manage relationships with index sponsors, investment banks, investment management firms and leading academic experts.
Mr. Haines joins Annexus on the heels of the company’s being named Annuity Innovator of the Year by EQDerivatives. He began his career in index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office), before serving as Vice President in the Exchange Traded Products (ETPs) Group at NYSE Group, and Head of ETPs and Derivative Product Solutions at Royal Bank of Scotland.
Annexus designs solutions to help Americans grow and protect their retirement savings. For over a decade, Annexus has developed market-leading fixed indexed annuities and indexed universal life insurance products. In close collaboration with design partner Genesis Financial, Annexus has forged relationships with many of the industry’s leading insurance carriers and the world’s largest investment banks. Find out more about Annexus and our products at www.annexus.com.
Brian Welsh, 480-321-8992
VP of Marketing
Discover more about Annexus retirement planning solutions
For more information about solutions to grow retirement savings, secure guaranteed income for life and create a legacy, please contact your financial professional and ask for products powered by Annexus.