Annexus designs and markets innovative Principal Protected retirement investment products. #FIA #IUL

Joined October 2009
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According to @LIMRA , guaranteed income solutions like #annuities, can help act as a form of “cognitive insurance” to help protect against the hidden retirement risk of cognitive decline. Read the full article: zurl.co/L9aAw #RetirementPlanning #FIAs
76% of annuity owners are confident they can retire when they want—compared to just 49% of people who don’t own annuities.   Read the full article: zurl.co/M2H5t   #AnnuityAwarenessMonth #FIAs #RetirementPlanning
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#DidYouKnow Turning savings into guaranteed income can change how people spend in retirement?   Clients with steady income streams spend 2X more than those with the same savings sitting in accounts.   Read the full article: zurl.co/IW82q   #AnnuityAwarenessMonth #FIAs
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It’s #AnnuityAwarenessMonth, a great time to remember the top reasons to consider annuities as part of retirement planning.   💰 Income generation 🎢 Protection from volatility 🛡️Fraud prevention   Read the full article: zurl.co/Uwb3y
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You’ve heard of Peak 65, but it may be time to start thinking about #Peak75 given the growing need for income and healthcare-related solutions later in life. Read the full article: zurl.co/5dmr9 #RetirementPlanning #FIA #FinancialAdvice
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Advisors and clients agree on their top 3 financial fears for the rest of 2026—leading 54% of advisors to increase their use of protection-oriented strategies by year-end. Read the full article: zurl.co/Heefw #financialfears #retirementplanning #annexus
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On this Memorial Day, we pause to honor the brave souls who made the ultimate sacrifice in service to our country. Their courage and dedication will never be forgotten. #MemorialDay #Annexus
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Americans overestimate whether they’ll work in retirement to help pay for expenses—leading to a potential income shortfall. Speak with your clients about their options for generating guaranteed income in retirement. Full report: zurl.co/UkYRR
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According to @investmentnews , $100 billion has become the new normal for quarterly #annuity sales after preliminary #Q1 data from @LIMRA marks the 10th consecutive quarter hitting this historic milestone. 📈 Read the full article: zurl.co/iQPNP
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Today we celebrate all the amazing moms out there. Thank you for your endless love, support, and guidance. Enjoy your special day! 💐 #CallYourMother #HappyMothersDay #Annexus
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Markets don’t just move on fundamentals—they move on stories. Our latest Black–Shiller Quarterly Review examines narratives, geopolitics, AI, and what they mean for long‑term equity returns. Get the report, only from #Annexus >> zurl.co/x0mHN
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What percentage of your typical client’s retirement income will come from Social Security?
0% 5-15%
0% 16-25%
0% 26-50%
0% >50%
0 votes • Final results
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Current estimates predict the Social Security Trust Fund will be exhausted by 2033, with only 77% of benefits payable at that time. Try the Lifetime Social Security Benefit Estimator tool for a personalized benefit reduction estimate: zurl.co/xfb7i

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What solutions do you think will be implemented to help solve the Social Security crisis?
0% Means-testing
0% Increasing retirement age
0% Cutting benefits
0% Other (comment below)
0 votes • Final results
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41% of Gen X prefer a financial professional as their primary source of financial advice, compared with younger generations who lean more on family or social media, according to WalletHub. #FinancialLiteracyMonth #financialplanning #annexus
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Financial literacy is gaining ground. ✅ By 2025, 36 U.S. states require personal finance education for high school graduation—nearly doubling since 2020. #financialeducation #personalfinance #annexus
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Annexus will be closed on Friday, April 3, 2026, in observance of Good Friday. We will resume normal business hours on Monday, April 6, 2026. We wish a happy and blessed Good Friday and Easter to all who celebrate 🌸🌟
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Women’s top retirement concerns include being able to retire comfortably (42%), preparing for long-term care needs (37%), and paying for medical expenses in the event of an illness or injury (32%). Learn More: zurl.co/TcAhK
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