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Innovative Annexus 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.

Annexus Fixed Indexed Annuities

Middle Aged Couple Considering Athene's BCA 2.0 FIAs

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.

Woman Considering the Nationwide New Heights Select FIA

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 Discussing the Secure Horizon FIA Suite

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

Financial Advisor discussing retirement planning with clients using New Heights IUL

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 Discussing the North American Secure Horizon IUL

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 Balanced Growth Accumulator II IUL

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.

Man Reviewing John Hancock's Protection IUL 24

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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Ancillary Series: Cigna

Webinar | February 17, 2026 11:00 AM Central Time Zone

Do you want to be the agent clients call for all their health coverage needs? Of course you do. That’s why you should attend this webinar, part of SMS’ ancillary webinar series, regarding...

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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 | March 11, 2026 10:00 AM Central Time Zone

You can’t afford to waste time with tasks that don’t add to your bottom line. Fortunately, Senior Market Sales® offers complimentary enrollment and quoting technology that allows clients to do some...

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Ancillary Series: NCD

Webinar | February 24, 2026 11:00 AM Central Time Zone

Medicare doesn’t cover most dental procedures, resulting in a coverage gap for many. Be the agent who’s ready to fill that gap by offering suitable dental insurance solutions from NCD.

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Ancillary Series: Golden Rule Insurance Company, a UnitedHealthcare Company

Webinar | March 17, 2026 11:00 AM Central Time Zone

Clients on a fixed income need more than just any old health insurance policy. They need complete coverage that won’t leave them with unexpected expenses. They need A-rated* Golden Rule Insurance...

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Ancillary Series: Assurity

Webinar | March 10, 2026 11:00 AM Central Time Zone

Help give clients peace when it comes to their health insurance coverage by offering them ancillary solutions from Assurity. Clients that you help in this way, are clients for life. Discover how...

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Ancillary Series: Liberty Bankers Life

Webinar | March 3, 2026 11:00 AM Central Time Zone

Leaving gaps in your clients’ coverage is not a good thing. That’s why proactive agents choose to offer the ancillary products available through Liberty Bankers Life. Discover how these products fill...

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Annexus Athene BCA 2.0

Webinar | March 25, 2026 11:00 AM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about Athene BCA 2.0

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North American Secure Horizon FIA Suite

Webinar | March 11, 2026 02:00 PM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about the North American Secure Horizon Fixed Index Annuity Suite.

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Sign up for this webinar

A Selection of Life Insurance Sales Concepts

Webinar | February 26, 2026 10:00 AM Central Time Zone

In the spirit of Valentine’s Day, SMS and Mutual of Omaha are teaming up to give you life insurance sales concepts with a variety that’s like a box of chocolates — but with more-predictable results.

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Get Contracted with SMS Today for Access to Annexus Partner Carriers and More

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