Annexus designs and markets innovative Principal Protected retirement investment products. #FIA #IUL

Scottsdale, AZ
Joined October 2009
74% of pre-retirees want to learn more about protected lifetime income. Only 25% believe their protected income will cover essential expenses. Read more: zurl.co/fUYcP #RetirementIncome #Annuities #AdvisorEducation
1
17
Global annuity sales topped $100 billion for the 11th straight quarter, according to a recent LIMRA report. Demand for retirement income solutions keeps growing, and advisors are leading the conversation. Read more: zurl.co/5qOBr
1
62
The S&P 500® Distance Stabilizer TCA Index was named "Index of the Year" at the @SRP Americas Awards 2026👏 🏆 This is the first index in Annexus' history to be licensed across its entire FIA product portfolio from multiple leading carriers. zurl.co/jaFXX
18
In a recent survey, 80% say they’d consider an annuity if they understood it better. 💡 The opportunity starts with education. Read more: zurl.co/wZ6dG #RetirementPlanning #Annuities #FinancialWellness
18
Proud to share that the Athene BCA 2.0 suite of fixed indexed annuities has been named Fixed Index Annuity Deal of the Year at the SRP Americas Awards 2026!
47
Help clients think beyond traditional accounts this Life Insurance Awareness Month. IUL policies can offer an alternative for those looking for more flexibility than the contribution limits and taxable distributions of traditional retirement accounts allow. #LIAM
75
Life Insurance Awareness Month is the perfect time to spotlight how #IUL policies can offer clients protection against market #volatility. With a 0% floor, clients can avoid market losses while maintaining growth potential. #LIAM
45
The countdown to The People’s Open has begun! Just 5 months until the Greatest Show on Grass returns to Scottsdale.🏌️🤩 #Annexus #WasteManagementOpen
26
According to @LIMRA , about 3 in 4 Americans over-estimate the cost of life insurance — some cohorts by 6-12x the actual cost. Life Insurance Awareness Month provides a great opportunity to educate clients on the true cost of ownership. Survey: zurl.co/XOCTP #LIAM
24
Today is the 25th anniversary of 9/11. Let us pause to remember the fallen and to honor the heroes of that tragic day. We will never forget their courage and resilience. #NeverForget #September11
21
Nearly 100M Americans lack adequate #LifeInsurance. This Life Insurance Awareness Month, consider permanent coverage like #IUL to help close the gap and offer: 📈 Tax-advantaged growth 🛡️ 100% principal protection 🏛️ Income tax-free death benefit
28
Happy Labor Day, America! Today we recognize and appreciate the hard work and dedication of our entire team. Thank you for your contributions and commitment to excellence. #LaborDay #EmployeeAppreciation
17
Retirement confidence starts with a plan. @LIMRA research shows strong interest in protected lifetime income, with 74% of pre-retirees wanting to learn more about their options. Read More: zurl.co/MGHfP
27
Retirement is about enjoying what you've worked hard to build. BlackRock research found that 61% of annuity owners are very or extremely sure they can withdraw sustainably throughout retirement. Read the full report: zurl.co/BktPA
80
The numbers are in 🥁 @LIMRA reports that annuity sales in Q2 totaled $123.9 billion, marking a new quarterly record and the 11th straight quarter of annuity sales above $100 billion. Read more: zurl.co/pFGsg
67
According to @LIMRA's 2025 PRIP Study, while 66% of advisors said they discuss protected income with clients, only 27% of clients remember this conversation.   Here’s a storytelling arc clients will remember 👇   Full perspective: zurl.co/vL4CT #retirementplanning
31
Income planning often gets overlooked while clients and advisors focus on asset accumulation. Financial Advisor Magazine discusses why this is a mistake — and the best strategies to turn assets into dependable income sources like #annuities. Read more: zurl.co/VwyvZ
24
Research shows traditional planning conversations may be less effective when discussing #annuities.   Read Why: zurl.co/05WDg
40
“Technological revolutions are real, but investors often have difficulty identifying which companies will capture the greatest long-term benefits.” Get the full Shiller-Black quarterly report, exclusively for #Annexus >> zurl.co/Y3oIJ
33
Should #Protection be considered its own asset class? 🤔 @LIMRA research discusses how #annuities bring a unique combination of protection, income, and risk mitigation to asset allocation decisions. Read Full Report: zurl.co/CM1yx
37