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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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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.

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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.

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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.

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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.

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.

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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

Sales Forum

In Person | June 2, 2025 08:00 AM Central Time Zone

Sales Forum delivers insights and inspiration from keynote speakers, SMS experts, carrier sponsors, vendors and top SMS producers. The 2025 keynote speakers are Ed Slott, a nationally recognized...

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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 | June 11, 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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Annexus Webinar - Nationwide New Heights

Webinar | May 21, 2025 10:00 AM Central Time Zone

Join this live webinar to learn about Nationwide New Heights® Select FIA, featuring highly competitive accumulation 17.84% annual product returns over the last 12 years, #1 selling guaranteed income...

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Lead Advantage Pro & AMS+ in Action: Real-Life Strategies for Medicare Success

Webinar | May 22, 2025 01:00 PM Central Time Zone

Join us for an exclusive webinar where industry experts share proven sales strategies and demonstrate how integrating AgencyBloc’s AMS+ and Senior Market Sales’ Lead Advantage Pro can optimize your...

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Subject Expert Frank Maselli Reveals Secrets to Effective Seminars

Webinar | May 20, 2025 11:00 AM Central Time Zone

Baby boomers need retirement help now, and Gen X isn’t far behind with millennials close on their heels. Doing effective seminars are a good way to reach them. But are you doing the right things at...

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