Draft:Annexus
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Annexus
[edit ]Annexus is an American retirement product design and distribution company that develops Fixed Indexed Annuities (FIAs), Registered Index-Linked Annuities (RILAs), and Indexed Universal Life (IUL) policies in partnership with major insurance carriers and investment banks.
Founded in 2006 and based in Scottsdale, Arizona, Annexus has operated as part of Integrity Marketing Group since 2022 following Integrity’s acquisition.
The firm’s long-running collaboration with Nationwide was publicly marked by a 2024 closing-bell ceremony at the New York Stock Exchange. Independent awards at the SRP Americas named the North American Secure Horizon suite "Deal of the Year (Annuities)" in 2024 and the WisdomTree Siegel Strategic Value Index "Index of the Year (Annuities)" in 2023.
Overview
[edit ]Annexus collaborates with large carriers to design protection-focused retirement products distributed via partner carriers and intermediaries. A decade-long Annexus–Nationwide partnership was recognized by the carrier in 2024. Broader market context includes sustained record annuity sales reported by LIMRA, with growth in FIAs and RILAs.
History
[edit ]Funds advised by Blackstone Tactical Opportunities acquired a minority stake in Annexus in January 2019. On July 27, 2022, Integrity Marketing Group agreed to acquire Annexus; the closing on August 23, 2022, was confirmed by Houlihan Lokey.
Products and Solutions
[edit ]Fixed Indexed Annuities (FIAs)
Annexus collaborates with insurance carriers to design Fixed Indexed Annuities (FIAs) that incorporate innovative indexing strategies. Notable examples include:
• Americo Benchmark Flex FIA Suite: Launched in 2026, this suite features benchmark indices from S&P Dow Jones Indices, including the S&P 500 Locked Cap Ladder Strategy. This strategy offers multiyear guaranteed caps on returns, providing clients with greater transparency and predictability in potential returns.
• Athene BCA® 2.0 Enhancements: In 2025, Annexus and Athene introduced updates to the BCA 2.0 suite, including the S&P 500 Distance Stabilizer TCA Index, developed in collaboration with Société Générale. This index dynamically adjusts its exposure to the S&P 500 to provide stability during market fluctuations. The suite also features the RAFITM Harvey GS Index, a multi-asset strategy designed by Duke Professor Campbell Harvey to mitigate downside risk.
Indexed Universal Life (IUL)
Annexus has collaborated with carriers including John Hancock, Nationwide, North American, and Securian Financial on IUL products that combine death-benefit protection with index-linked accumulation features.
Registered Index-Linked Annuities (RILAs)
The firm has also supported the development of RILAs with carriers such as Nationwide, including strategy features cited in company and carrier communications.
Partnerships and Collaborations
[edit ]Annexus operates through strategic partnerships with insurance carriers, investment banks, and academic institutions.
A notable example is its decade-long collaboration with Nationwide, which was commemorated in 2024 with a bell-ringing ceremony at the New York Stock Exchange. This partnership has been instrumental in developing innovative annuity products and advancing market trends.
Recognition
[edit ]Independent industry sources have noted Annexus-related awards:
• 2024: Deal of the Year (Annuities) for the North American Secure Horizon Suite.
• 2023: Index of the Year (Annuities) for the WisdomTree Siegel Strategic Value Index.
• 2022: FIA/VIA of the Year for a product line co-developed with partners including Annexus.
Ownership
[edit ]Since 2022, Annexus has operated as part of Integrity Marketing Group following its acquisition.
See Also
[edit ]• Fixed Indexed Annuity: "A type of annuity that offers returns based on a stock market index."
• Registered Index-Linked Annuity: "An annuity that combines features of fixed and variable annuities, with returns linked to a market index."
• Indexed Universal Life Insurance: "A life insurance policy that combines a death benefit with cash value growth tied to a stock market index."
Sources
[edit ]1. "Integrity Marketing to acquire Annexus". InvestmentNews. 28 July 2022. Retrieved 25 March 2026.
2. "Houlihan Lokey Advises Annexus". Houlihan Lokey. 23 August 2022. Retrieved 25 March 2026.
3. "Nationwide and Annexus celebrate 10-year partnership with NYSE bell ringing". Nationwide Newsroom. 7 March 2024. Retrieved 25 March 2026.
4. "SRP Americas 2024 Awards: the winners revealed". Structured Retail Products. 12 September 2024. Retrieved 25 March 2026.
5. "SRP Americas Awards 2023: all the winners". Structured Retail Products. 28 September 2023. Retrieved 25 March 2026.
6. "LIMRA: 2024 Retail Annuity Sales Power to a Record 432ドル.4 Billion". LIMRA. 28 January 2025. Retrieved 25 March 2026.
7. "Blackstone Buys Minority Stake in Annexus". The Wall Street Journal. 8 January 2019. Retrieved 25 March 2026.
8. "Houlihan Lokey Advises Annexus". Houlihan Lokey. 23 August 2022. Retrieved 25 March 2026.
9. "Annexus and Americo Announce Strategic Partnership with Launch of Americo Benchmark Flex Fixed Indexed Annuity Suite". Insurance News Net. 3 March 2026. Retrieved 25 March 2026.
10. "Annexus and Americo launch FIA suite with benchmark index strategies". Structured Retail Products. 5 March 2026. Retrieved 25 March 2026.
11. "Annexus and Athene Announce Major Index Portfolio Enhancements to BCA 2.0 Suite of Fixed Indexed Annuities". Yahoo Finance. 16 December 2025. Retrieved 25 March 2026.