BUILDING
SMARTER
RETIREMENTS

We are the leading independent retirement planning product design and distribution company in America. Our solutions provide financial security at a time when needed most.

ONE COMPANY.
THE INDUSTRY’S BEST SOLUTIONS

Annexus was named “Annuity innovator of the Year” for 2017, 2018, and 2019. Beginning with a product development team led by industry-leading actuaries with 365 years of combined experience and more patents and patents pending than the rest of the industry combined, the innovation at Annexus is the innovation driving the industry.

We are farther ahead of the industry in every single thing that we’re doing.
Ron Shurts,  Co-Founder of Annexus
We are farther ahead of the industry in every single thing that we’re doing.
Ron Shurts,  Co-Founder of Annexus

INDUSTRY MILESTONES

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North American and Annexus launch the Secure HorizonSM FIA Suite

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

Our vision was to bring together the top professionals in our industry to build something truly unique and special.
Don Dady,  Co-Founder of Annexus

OUR PARTNERS

The strength of our success is directly tied to the strength of our partnerships. Innovation at Annexus begins with developing products designed to put more money in the client’s pocket, then finding the best partners to help ensure better client outcomes. Partnerships that include the nation’s largest insurance carriers, leading investment banks, and world-renowned academic thought leaders.

CARRIER PARTNERS
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partner_athene
partner_nationwide
partner_securian
partner_transamerica
INSTITUTIONAL PARTNERS
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boa_logo
cibc_logo
jpmorgan_logo
msci_logo
msim_logo
nyse_logo
pimco_logo
spmi_logo
ubs_logo
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ACADEMIC THOUGHT LEADERS
ibbotson

Roger Ibbotson – Yale Professor

shiller

Robert Shiller – Yale Professor

siegel

Jeremy Siegel – Wharton Professor

TESTIMONIALS

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