Annexus and Americo Announce Strategic Partnership with Launch of Americo Benchmark Flex Fixed Indexed Annuity Suite
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Annexus and Americo Announce Strategic Partnership with Launch of Americo Benchmark Flex Fixed Indexed Annuity Suite

ByAnnexus

SCOTTSDALE, AZ, March 3, 2026 – Annexus, a leading designer of innovative retirement solutions, today announced a new strategic partnership with Americo Financial Life and Annuity Insurance Company (Americo), a leading provider of insurance and annuity products. Together they launched the Americo Benchmark Flex and Americo Benchmark Flex Plus with premium bonus fixed index annuities…

North American and Annexus Launch New Index with Deutsche Bank and ICE Data Indices for the Secure Horizon Fixed Index Annuity Suite
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North American and Annexus Launch New Index with Deutsche Bank and ICE Data Indices for the Secure Horizon Fixed Index Annuity Suite

ByAnnexus

SCOTTSDALE, Ariz., Dec. 23, 2025  – North American Company for Life and Health Insurance®(North American), a member company of Sammons® Financial Groupand one of the largest issuers of fixed index annuities (FIAs) in the U.S.,1 and Annexus, a leading independent insurance retirement product design company, announce the addition of the NYSE® GEARS Index to the…

Annexus and Athene Announce Major Index Portfolio Enhancements to BCA 2.0 Suite of Fixed Indexed Annuities
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Annexus and Athene Announce Major Index Portfolio Enhancements to BCA 2.0 Suite of Fixed Indexed Annuities

ByAnnexus

SCOTTSDALE, AZ / WEST DES MOINES, IA, Dec. 16, 2025 – Annexus, a leading designer of innovative retirement solutions, and Athene, a leading provider of fixed indexed annuities (FIAs), have announced several major enhancements to the award-winning Athene® BCA® 2.0 Suite of FIAs. The update introduces the S&P 500® Distance Stabilizer TCA Index – the first…

Financial Business Outlook Magazine Features Ron Shurts, Annexus in November 2025 Issue
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Financial Business Outlook Magazine Features Ron Shurts, Annexus in November 2025 Issue

ByAnnexus

Annexus, the nation’s leading independent retirement planning product design and distribution company, is in the winner’s circle yet again. The company was recently named to the Financial Business Outlook’s list of Top 10 Retirement Planning Service Providers for 2025. The award recognizes companies who deliver “unparalleled quality, excellence, and innovation that consistently showcase zeal and…

Annexus and North American Expand Partnership With the Launch of Secure Horizon Indexed Universal Life Insurance
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Annexus and North American Expand Partnership With the Launch of Secure Horizon Indexed Universal Life Insurance

ByAnnexus

Innovative new IUL features first-of-its-kind Longevity Benefit Base to help protect against major risks in retirement SCOTTSDALE, Ariz., May 27, 2025 — Annexus, a leading retirement product design company, has announced its continued collaboration with North American Company for Life and Health Insurance®, one of the largest issuers of life insurance and annuity products in…

Nationwide and Annexus Break New Ground with First Actively Managed Mutual Fund within a RILA
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Nationwide and Annexus Break New Ground with First Actively Managed Mutual Fund within a RILA

ByAnnexus

Nationwide Defined Protection® Annuity 2.0 will offer strategies indexed to American Funds® Growth Fund of America®, helping investors reach long-term goals Columbus, OH – Nationwide, one of the largest providers of insurance and financial services products in the U.S., along with Annexus, a leading independent retirement product design and distribution company, and Capital Group, one of…

Annexus Welcomes Mike Morrone as New Chief Operating Officer
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Annexus Welcomes Mike Morrone as New Chief Operating Officer

ByAnnexus

SCOTTSDALE, Ariz., April 02, 2025 (GLOBE NEWSWIRE) — Annexus, the leading independent designer and distributor of retirement products in the nation, is pleased to announce the hiring of Mike Morrone as its new Chief Operating Officer. Mike brings 25 years of leadership experience from Nationwide, where he made a significant impact across multiple roles, including…

Athene and Annexus Announce Expanded Annuity Lineup
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Athene and Annexus Announce Expanded Annuity Lineup

ByAnnexus

WEST DES MOINES, Iowa–Athene USA (“Athene”), a leading provider of retirement savings products, and Annexus, a leading independent designer of fixed indexed annuities (FIAs), announced new enhancements to the Athene BCA suite of FIAs. The new BCA 2.0 FIA includes new indices designed by two renowned economists: Yale Professor Robert Shiller and Professor Jeremy Siegel of…

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

ByAnnexus

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…

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

ByAnnexus

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…