Strong Market Position Annexus has established itself as a leading independent designer and distributor of retirement products with a focus on fixed indexed annuities and indexed universal life insurance, partnering with prominent financial institutions such as Athene, Nationwide, Barclays, and Merrill Lynch, demonstrating robust industry relationships and brand recognition.

Innovative Product Launches The company continuously expands its product offerings through strategic launches like Secure Horizon Plus, X5 Advantage, and Nationwide New Heights, signaling ongoing innovation and a proactive approach to meeting evolving retirement planning needs, creating opportunities to upsell or cross-sell complementary solutions.

Growing Financial Footprint With revenue estimated between 100 to 250 million dollars and recent expansions in product lines and partnerships, Annexus presents a sizable market for targeted sales efforts, especially by engaging financial advisors and institutions interested in diversified retirement solutions.

Leadership and Strategic Focus Recent appointment of a new Chief Operating Officer reflects leadership’s commitment to growth and operational excellence, providing a potential entry point for business development initiatives aimed at aligning services with strategic expansion plans.

Technology and Data Use Utilization of sophisticated tech stacks such as MySQL, Okta, and Google Tag Manager indicates a data-driven approach, suggesting opportunities for technology integrations or analytics services that can enhance user experience and operational efficiency.