FINANCIAL SOLUTIONS

Award-winning financial solutions are powered by Annexus – we are Building Smarter Retirements.

INNOVATION REALIZED

Every Annexus-designed retirement planning solution begins with the same focused goal – put more money in the client’s pocket. The most innovative solutions in the industry are powered by Annexus in unison with a trusted carrier partner.

ANNUITIES

BCA Suite of
Fixed Indexed Annuities
ATHENE
BCA Suite of
Fixed Indexed Annuities

The Athene BCA 2.0 suite of FIAs offers a new approach to traditional retirement savings solutions. Including the option to create a source of guaranteed income to last a lifetime.

NATIONWIDE
New Heights® Select
Fixed Indexed Annuity

A Nationwide New Heights Select fixed indexed annuity can help you potentially accumulate assets for retirement as well as protect your savings from downside market risk and volatility.

NORTH AMERICAN
Secure HorizonSM
FIA Suite

Secure Horizon is a competitive accumulation FIA in today’s low-interest environment, while Secure Horizon Plus is designed to help clients protect against four major risks faced in retirement.


INDEXED UNIVERSAL LIFE

JOHN HANCOCK
Protection
IUL 24

John Hancock’s Protection Indexed Universal Life Insurance (PIUL) can help you protect your and your family’s financial future and grow cash value based on index-linked interest.

NATIONWIDE
New Heights®
IUL Accumulator

New Heights IUL is permanent life insurance that provides a tax-free death benefit and offers a wide range of benefits that can help grow and protect a source of funds.

NORTH AMERICAN
Secure HorizonSM
IUL

Secure Horizon IUL is a breakthrough life insurance product offering death benefit protection alongside a suite of supplemental retirement benefits and strong accumulation potential.

SECURIAN
Balanced Growth
Accumulator III IUL

Balanced Growth Accumulator III Indexed Universal Life (BGA III IUL) insurance helps you protect, grow and make the most of your assets. BGA III IUL offers a wide variety of benefits.


Fixed Indexed Annuities


BCA Suite of
Fixed Indexed Annuities


Athene BCA 2.0 combines upside potential with protection against market losses. This solution offers several optional riders that can guarantee legacy growth while clients are taking RMDs.

New Heights Select
Fixed Indexed Annuity


The 7X #1-selling income FIA offers guaranteed future income growth for 12 years, protects retirement savings from negative markets, and provides a source of guaranteed lifetime income.

Secure Horizon
Fixed Indexed Annuity Suite


Provide access to unique features like a 4-in-1 retirement benefits rider, the Performance Strategy Ladder to combine high par rates with annual crediting, and a variety of index options.

Benchmark Flex Fixed Indexed Annuity Suite


Combine upside potential with protection from market losses. The suite features innovative indices like the S&P 500® Distance Stabilizer and six unique crediting strategies to address specific client goals.


INDEXED UNIVERSAL LIFE


Protection
IUL 24


This cash value life insurance solution offers innovative crediting methods like the PRISM Booster Strategy and access to the first-of-its-kind Vitality program that rewards clients for healthy behavior.

New Heights
IUL Accumulator


A low-cost IUL offering a tax-free death benefit built on a sustainable chassis featuring stable COI charges and among the highest guaranteed minimum uncapped participation rates available.

Secure Horizon
IUL


This solution features the Longevity Benefit Base to multiply earned interest by 150% to cover lifetime income payments, Social Security reduction coverage, or an Enhanced Death Benefit.

Balanced Growth
Accumulator III


The patented Partial Index Credits feature makes BGA III the only IUL that credits interest mid-segment upon charges or withdrawals — adding significant growth potential and flexibility.

EVERY PARTNERSHIP BEGINS WITH
A CONVERSATION

Whether you are a representative from a financial institution, a financial professional looking to offer your clients innovative retirement income planning solutions, or an individual trying to secure the retirement you’ve worked so hard to achieve, we look forward to helping you.

Unlock the power of partnership with Annexus. Contact us today