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Annexus Wins Award for Innovation in RILA Space

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Annexus, known for its innovative retirement solutions, has clinched the SRP Americas 2026 Award for "Deal of the Year, RILA" alongside Nationwide and Capital Group, marking a significant advancement in the registered index-linked annuity (RILA) space.

This noteworthy achievement underscores Annexus's commitment to pioneering solutions in the annuity market. The awarded product, Nationwide Defined Protection Annuity 2.0 (DPA 2.0), integrates the actively managed American Funds® The Growth Fund of America® − Class F-3 from Capital Group, showcasing a seamless collaboration between these industry powerhouses. This product not only offers protection levels of 90%, 95%, and 100% but also provides diverse index strategies to better serve the needs of financial professionals and their clients. This development highlights the evolving strategies in the RILA market, aimed at enhancing retirement planning options.

Ron Shurts, CEO and co-founder of Annexus, commended the collaboration, emphasizing that the award signifies an industry first made possible through a world-class partnership with Nationwide. Meanwhile, Kush Kotecha, president of Nationwide Annuity, expressed that their ongoing partnership with Annexus has fueled innovation and empowered American savers to meet their retirement objectives with greater confidence. This sentiment is crucial as the industry continues to navigate an era where innovation is key to meeting client expectations.

Industry Collaboration and Innovation

The collaboration between Annexus, Nationwide, and Capital Group represents a pivotal moment for insurance and financial professionals. By integrating an actively managed mutual fund with a RILA product, they are setting new industry standards for risk management and customer choice in retirement planning. The innovation provides financial advisors with improved tools to tailor retirement solutions that align with individual investor goals.

  • Protection Levels: Offering 90%, 95%, and 100% protection options enhances flexibility.
  • Diverse Index Strategies: Allows customization and alignment with investment objectives.
  • Active Collaboration: Combines best practices from leading financial institutions.

Looking Ahead: Implications for the Insurance Industry

As Nationwide maintains its robust financial services presence, with an A+ rating by Standard & Poor's, this new product offering bolsters its portfolio in the annuity space. Capital Group's near-century of wealth management expertise further strengthens the credibility and appeal of this collaboration. Financial professionals are advised to consider these evolving product offerings to meet the dynamic needs of their clientele effectively.

With 20 years of expertise in developing cutting-edge retirement solutions, Annexus continues to leverage partnerships with carriers and investment banks to advance the insurance products landscape. The progression of products like DPA 2.0 is likely to drive further innovation, fostering an environment where adaptability and client-centric solutions are at the forefront of industry priorities.