Annexus Group

Women are projected to inherit $40 trillion during the Great Wealth Transfer, according to a recent report from Cerulli Associates. #WomensHistoryMonth #RetirementPlanning #GreatWealthTransfer Learn more >> https://zurl.co/SKxT4

The Alliance for Lifetime Income's 2024 Protected Retirement Income and Planning Study reveals a gap in retirement income planning discussions between financial professionals and investors. ? 69% of clients say their financial advisor discusses sources of protected income — Social Security, pensions and annuities — while only 64% say their financial advisors talk about how to minimize taxes. ?? Read more >>?https://zurl.co/1QEQ5 ? #RetirementPlanning #ProtectedIncome #Annuities #FIA

March is Women’s History Month, a celebration of women’s achievements and a commitment to equality. The U.S. Department of Labor reports that 43.5% of working-age women participate in a retirement plan — missing opportunities to build future financial security. #WomensHistoryMonth #RetirementPlanning

Congratulations to our valued partner, Athene, on hitting No. 1 in total U.S. annuity sales for the second year in a row! ?? At #Annexus, we’re proud to collaborate with such an industry leader. Here's to continued success together!

?? On International Women’s Day, we celebrate the women of Annexus — and all women everywhere! We’re proud to wear purple in honor of those who lead, innovate and break barriers in finance and beyond ?? ?? Who is a woman you admire? Tag her and share why! #InternationalWomensDay #IWD2025 #EmpowerWomen #InvestInWomen #WomenOfAnnexus

A heartfelt thank-you to everyone who attended #Annexus University 2025 in Las Vegas! This event was designed to empower marketers with the tools and knowledge they need to succeed. From Ron Shurts’ motivating keynote to Jeremy Siegel’s insightful market update, every session reinforced our commitment to intentional partnerships. ? At Annexus, we know that strong relationships and a shared vision are the foundation of our success. It was an unforgettable experience, and we look forward to seeing you again next year!

A record number of people will reach traditional retirement age in 2025, a phenomenon known as Peak 65, the Alliance for Lifetime Income reports. An average of 11,400 Americans will turn 65 every day this year.? ? There are only three forms of protected income available to Americans: Social Security, pensions and annuities. #Annuities can provide a stream of guaranteed income retirees can’t outlive.? ? Learn more:?https://zurl.co/YCPwL ? #Peak65 #FIAs #RetirementPlanning

Our own Tom Haines, EVP of Capital Markets & Index Solutions, sat down with InvestmentNews to discuss the benefits of adding index annuities to a retirement portfolio. Watch the clip >> https://zurl.co/nZK8l #Annexus #Annuities #RetirementPlanning

Fixed indexed annuity sales set a new sales record in 2024, according to preliminary results from #LIMRA. FIA sales were $30.4 billion in Q4, a 22% increase from prior year’s results. In 2024, FIA sales totaled $125.5 billion, up 31% from the previous year. This marks the third consecutive year of record FIA sales. Read more >> https://zurl.co/nCMET #Annuities #FIAs #Annexus

??? Today, we honor the vision and leadership of those who shaped our nation. #PresidentsDay #Annexus