Annexus Named EQDerivatives 2017 Annuity Innovator of the Year
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Annexus Named EQDerivatives 2017 Annuity Innovator of the Year

Credits Nationwide New Heights® fixed indexed annuity, the J.P Morgan Mozaic IISM Index and NYSE® Zebra Edge® Index in award recognition Scottsdale, AZ, March 13, 2018 — For the second consecutive year, Annexus, a leading designer of indexed annuities and indexed universal life insurance, was named Annuity Innovator of the Year by EQDerivatives. Based on…

New Research Underscores Boomers’ Uncertainty, Lack of Product Knowledge and Importance of Working with Advisors
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New Research Underscores Boomers’ Uncertainty, Lack of Product Knowledge and Importance of Working with Advisors

New American Retirement Survey Reveals Americans’ Top Concerns and Needs, and Opportunities for Financial Services Professionals Scottsdale, AZ, Feb. 8, 2018 (BUSINESS WIRE) — When it comes to retirement, most Baby Boomers are unsure if they’ve saved enough and are concerned about running out of money. And while a majority recognize the importance of securing…

Nationwide, J.P. Morgan and Annexus Honored at SRP Indexed Insurance Forum 2017
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Nationwide, J.P. Morgan and Annexus Honored at SRP Indexed Insurance Forum 2017

Innovative Work on Nationwide New Heights Index Option Results in “Deal of the Year” Award COLUMBUS, Ohio, Dec. 11, 2017 (PRNewswire) — Industry leaders Nationwide, J.P. Morgan and Annexus were honored for “Deal of the Year” during an awards ceremony at the SRP Americas Indexed Insurance Forum 2017, held September 13-15 in Des Moines, Iowa….

Annexus SVP Tom Haines Named One of Industry’s Top Influential Leaders Under 40
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Annexus SVP Tom Haines Named One of Industry’s Top Influential Leaders Under 40

Annexus Executive Recognized by Leading Retirement Industry Association SCOTTSDALE, Ariz.–(BUSINESS WIRE)–Annexus, a Scottsdale, Ariz.-based designer of fixed indexed annuities, life insurance and other index-based wealth management products, announced that Senior Vice President of Capital Markets and Index Solutions Tom Haines has been named one of the Top Influential Leaders under 40 by the Insured Retirement…

Annexus Continues to Expand Capital Markets and Index Solutions Expertise
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Annexus Continues to Expand Capital Markets and Index Solutions Expertise

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…

Annexus and Highland Capital Partner on Exclusive Life Insurance Distribution Opportunity
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Annexus and Highland Capital Partner on Exclusive Life Insurance Distribution Opportunity

Annexus IUL Offers Potential for Greater Client Value SCOTTSDALE, Ariz., June 13, 2017 (BUSINESS WIRE)–Annexus, a leading designer of fixed indexed annuities and indexed universal life insurance (IUL), announced today a new distribution partnership with Highland Capital Brokerage. The partnership adds a new distribution opportunity for Balanced Growth Advantage IUL (BGA), designed by Annexus and…

Annexus Named Annuity Innovator of the Year
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Annexus Named Annuity Innovator of the Year

“After the market crash in 2008, Variable Annuities took a huge hit, and it became very difficult for insurance carriers to effectively hedge their guarantees. Companies started pulling out of the Variable Annuity business, while others raised fees, scaled back benefits and reduced the investment flexibility,” said Annexus Co-Founder and Lead Product Designer Don Dady….

Annexus Launches Smart Beta Index with NYSE, Roger Ibbotson and Zebra Capital
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Annexus Launches Smart Beta Index with NYSE, Roger Ibbotson and Zebra Capital

The NYSE® Zebra EdgeTM Index applies renowned economist’s behavioral finance research aiming to capture higher returns with lower volatility NEW YORK, January 12, 2017 (BUSINESS WIRE) — The New York Stock Exchange (NYSE), part of Intercontinental Exchange (NYSE:ICE), and Zebra Capital Management announce the recent launch of the NYSE Zebra Edge Index (NYSE: ZEDGENY), an…