SCOTTSDALE, ARIZONA—Valentine’s Day seems an appropriate time to recognize the start of a particularly successful and effective business relationship. Today, we celebrate one such relationship—and the compelling results—between The Annexus Group and Genesis Financial Development, Inc.

Ten years ago this week, Annexus co-founders Ron Shurts and Don Dady first opened a dialogue with Richard Kado and Marc Verrier of Genesis Financial. That meeting was the first step in revolutionizing the retirement income landscape.

The relationship couples Annexus as a cutting-edge marketing and distribution firm with Genesis, original designers of the fixed indexed annuity with innovative product design expertise including advanced pricing and hedging methodologies. The combined goal was to create better solutions for individuals planning for retirement in a world undergoing rapid change.

Between them, the results have been remarkable:

  • 15 patents issued and many more pending
  • Partnerships with two insurance carriers and 16 independent marketing organizations
  • Over 150,000 individuals and couples covered
  • More than $15 billion in sales

Today, Annexus and Genesis produce the best products for retirement income and wealth management while continuing to nurture a strong and mutually beneficial business relationship.

“It’s hard to believe it’s only been 10 years,” said Richard Kado. “Time flies when you’re solving problems and creating efficiencies that put more money in the client’s pocket.”

Wealth management solutions, including fixed indexed annuities, developed by Genesis and powered by Annexus, continue to provide guaranteed principal protection with designs that aren’t limited by growth caps that had become the industry standard.

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.

Athene financial strength upgraded to excellent.