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Annexus

Unlock Annexus’ Innovative Retirement Planning Products for Your Clients

Who Is Annexus?

Annexus is the leading independent retirement planning product design and distribution company in the industry. They are behind some of the most innovative fixed indexed annuity (FIA) and indexed universal life (IUL) products on the market today.

Their long-term track record begins with a product development team assisted by unrivaled actuaries with over 365 years of combined experience and more patents and patents pending than the rest of the industry combined.

The world’s largest investment banks and insurance carriers value their expertise in designing groundbreaking retirement accumulation and income planning solutions that help advisors stand out in a sea of look-alike products.

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Introducing Secure Horizon IUL from North American Annexus

It's Here — Get Contracted Today

The launch of Secure Horizon Indexed Universal Life (Secure Horizon IUL)! This groundbreaking death benefit protection solution is Annexus’ first guaranteed income IUL1, offering:
  • One of the top income IUL policies in the industry
  • The opportunity for tax-free guaranteed income for life
  • An S&P 500® strategy that credits in up, flat and some down markets
  • An industry-first Longevity Benefit Base2

1 The LifePay Income Benefit is one of three benefits that can be elected under the SecureStage Supplemental Benefits Endorsement and can provide a source of guaranteed lifetime income, even if the insured lives to age 100 or more. The LifePay Income Benefit is based on a non-guaranteed Longevity Benefit Base. At the time of election, the monthly LifePay Income Benefit is guaranteed as of that point in time. The LifePay Income Benefits are applied as loans on the policy.

2 The Longevity Benefit Base, referred to as the Benefit Base in the policy, is used to calculate the three available SecureStage Benefits (LifePay, PlanGap®, and Enhanced Death Benefit).

A Founding Partnership Powering the Future of Retirement

Senior Market Sales and Annexus

SMS and Annexus share a legacy of innovation and leadership. As a founding partner, SMS helped shape the vision that has propelled Annexus to the forefront of the retirement industry.

Through this powerful partnership, SMS agents are part of an exclusive network — aligned with some of the most respected firms, the largest independent distribution companies, and the top financial professionals in the country.

Out of over 400,000 financial professionals nationwide, only a small percentage have access to Annexus-designed retirement solutions — and SMS agents are among that group. By contracting with SMS, you are joining one of the top FMOs in the insurance industry.

Built on partnership. Designed for performance. Powered by innovation.

Call Senior Market Sales today at 877.645.4939 to request an illustration for your next client case.

Why Annexus and SMS For Retirement Planning Solutions?

The most innovative retirement solutions in the industry are powered by Annexus, in unison with trusted carrier partners. Every Annexus-designed retirement planning solution begins with the same focused goal — put more money in your client’s pocket. This partnership with Annexus gives SMS-contracted producers access to some of the most ground-breaking FIA and IUL products on the market.

Annexus Fixed Indexed Annuities

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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.

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Nationwide:

New Heights® Select Fixed Indexed Annuity

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

Senior Couple Talking a Walk

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.

Annexus IUL Products

Senior Couple Meeting Financial Advisor for Investment Help

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.

Family Enjoying Summer Barbecue

North American:

Secure HorizonSM IUL

Secure Horizon IUL offers the opportunity for tax-free guaranteed income for life, an S&P 500® strategy that credits in up, flat and some down markets, and an industry-first Longevity Benefit Base.

Seniors With Grandchild

Securian:

Balanced Growth Accumulator II IUL

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

Middle Aged Man Working on Laptop

John Hancock:

Protection IUL 24

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

Annexus and its member companies are not affiliated with SMS.

Explore Upcoming Events

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The Secret to Sticky Clients: The Retirement Timeline

Webinar | June 24, 2025 11:00 AM Central Time Zone

Attracting and converting prospects is tough enough, but client retention is getting even tougher by the minute. How do you both attract clients and hold their attention and loyalty when everyone’s...

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SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | July 16, 2025 10:00 AM Central Time Zone

Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...

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SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | August 6, 2025 10:00 AM Central Time Zone

Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...

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Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | September 17, 2025 10:00 AM Central Time Zone

Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...

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AEP 2026 Carrier Rollout Recap: Cigna, Aetna & Wellcare

Webinar | July 28, 2025 10:00 AM Central Time Zone

Join us as we our team goes over key updates to plans with Cigna, Aetna and Wellcare for the 2026 plan year. You will also learn how Senior Market Sales will help you save time and grow your business.

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AEP 2026 Carrier Rollout Recap: Humana & UnitedHealthcare®

Webinar | August 18, 2025 01:00 PM Central Time Zone

Join us as we our team goes over key updates to plans with Humana and UnitedHealthcare® for the 2026 plan year. You will also learn how Senior Market Sales will help you save time and grow your...

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AEP Readiness and Change

Webinar | September 8, 2025 10:30 AM Central Time Zone

Attracting and converting prospects is tough enough, but client retention is getting even tougher by the minute. How do you both attract clients and hold their attention and loyalty when everyone’s...

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Annexus Athene BCA 2.0

Webinar | July 9, 2025 10:00 AM Central Time Zone

Join this Annexus webinar to learn more about Athene BCA 2.0

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