Dealer Service And Product

Annexus and Integrity Be a part of Forces to Remodel Annuity and Life Insurance coverage Product Design and Distribution

Historic partnership between revolutionary market leaders will empower brokers and advisors to ship expanded holistic life, well being and wealth options to American shoppers

DALLAS, July 27, 2022 /PRNewswire/ — Integrity Advertising and marketing Group, LLC (“Integrity”), a number one distributor of life and medical insurance, and supplier of wealth administration and retirement planning options, at present introduced it has entered into an settlement to amass Annexus, the foremost impartial insurance coverage and monetary product design and distribution firm. As a part of the transaction, Ron Shurts, Co-Founder and CEO of Annexus, will develop into a Managing Companion in Integrity. Earlier Annexus traders, together with funds managed by Blackstone, will promote their pursuits as a part of the transaction. Monetary phrases of the acquisition weren’t disclosed.

Annexus is an influential {industry} pioneer that develops monetary and insurance coverage merchandise — together with mounted listed annuities (FIA) and listed common life insurance coverage insurance policies (IUL) — for main insurance coverage firms. Along with product growth, Annexus supplies a full vary of promoting, expertise and illustration methods to its distribution companions. The corporate’s revolutionary FIA and IUL merchandise are designed to assist People benefit from their retirement belongings. They’re developed with intensive enter from carriers, in addition to main actuaries and asset managers, and they’re distributed by means of an elite group of advisors and monetary professionals. As former monetary advisors and life-long {industry} innovators, Annexus Co-Founders Ron Shurts and Don Dady convey a specialised understanding of shopper wants and expectations to their product design. Since its founding in 2006, Annexus has served over half one million People with their retirement wants. In 2022, Annexus expects to position roughly $7 billion in annuity premium and $150 million in goal life insurance coverage premium.

“At Integrity, we’re keen about holistically serving the life, well being and wealth wants of People to make sure they’ve the most effective options and protection for each stage of life, together with retirement,” shared Bryan W. Adams, Co-Founder and CEO of Integrity. “Since its founding, Annexus has been the market chief in creating annuity and life insurance coverage merchandise with the very best degree of service within the {industry}. Becoming a member of the Integrity platform will present the skilled workforce at Annexus with a complete suite of expertise, assets and help to layer on high of their already distinctive methods and processes. The partnership will give Integrity entry to Annexus’ deep product growth and distribution partnership experience, which can significantly improve our mission to assist extra People put together for the nice days forward. It is an excellent match that can elevate the best way insurance coverage and monetary planning merchandise are developed and distributed — we will not wait to get began!”

“We created Annexus round a novel imaginative and prescient to revolutionize product growth and supply within the annuity and life insurance coverage house and supply higher options to our stakeholders. Likewise, Integrity has remodeled insurance coverage distribution, wealth administration and retirement planning by assembling an unsurpassed community of {industry} leaders and legends who’re innovating each a part of the {industry},” mentioned Ron Shurts, Co-Founder and CEO of Annexus. “By leveraging our respective strengths, we see unbelievable development potential for each of our firms. Carriers, advisors and shoppers want the services we offer greater than ever. In terms of enhancing lives, there isn’t a end line. We’re dedicated to serving to each American get pleasure from a safer and safer retirement, and partnering with Integrity will assist us amplify and speed up towards that purpose.”

Visionary firms throughout a number of industries are selecting to align their expansive success with Integrity. The Integrity platform creates unprecedented alternatives for collaboration the place leaders are thoughtfully innovating each side of life, well being and wealth safety.

“When two innovators of this magnitude come along with a standard purpose, everybody wins,” defined Tom Dempsey, Chief Distribution Officer at Integrity. “Ron Shurts has at all times been one of many hardest working, most revered leaders within the {industry}. Each transfer he makes is with the intention of enhancing lives — these of his coworkers, his service and monetary companies supplier companions, and finally, the shoppers who obtain higher outcomes from the merchandise Annexus designs. With Annexus at our aspect, Integrity will have the ability to present a good wider vary of retirement options to satisfy the important wants of the quickly rising senior market. This partnership reinforces Integrity’s dedication to enhance retirement planning for all People.”

By way of Integrity’s best-in-class platform, Annexus will achieve entry to a breadth and depth of proprietary expertise and assets. These embody industry-leading real-time quoting and enrollment methods, buyer relationship administration software program and ongoing product growth. Integrity companions are supported by a considerable infrastructure that streamlines enterprise companies and administration. Providers embody areas equivalent to Individuals & Tradition, Expertise & Innovation, authorized and compliance, and entry to Integrity’s world-class promoting and advertising and marketing agency.

Enhancing all these advantages is the chance for Annexus staff to get pleasure from significant firm possession by means of Integrity’s impactful Worker Possession Plan.

“Connecting Integrity’s huge scope and scale with the expansive merchandise we’re creating could be very thrilling — equally necessary is the alignment of cultures,” defined Don Dady, Co-Founding father of Annexus. “Annexus and Integrity each worth exhausting work, creativity and placing folks first. Integrity’s Worker Possession Plan was an necessary side of this partnership. Our gifted and hardworking staff are key to our success, and the possibility to personal a bit of a dynamic and forward-thinking firm like Integrity unlocks untold potential worth for all our workforce members. We’re extremely enthusiastic about what the long run holds with this partnership — it is a win-win for everybody.”

“Our mission has at all times been to assist shoppers benefit from what life brings in a extra holistic means, and to take action, we have partnered with among the most trusted and revered names within the enterprise,” mentioned Steve Younger, Chairman of Integrity’s Board of Administrators. “The Annexus workforce have been pioneers in designing industry-leading retirement planning services for many years. By bringing their experience into our Integrity household, we’ll assist extra People save and retire with larger independence and safety. This partnership signifies a brand new period not only for Integrity and Annexus, however for the {industry} itself. I imagine it is a second we’ll look again on as transformative within the years to return.”

For extra details about Annexus’ partnership with Integrity, view a video at www.integritymarketing.com/Annexus.

About Integrity Advertising and marketing Group 

Integrity, headquartered in Dallas, Texas, is a number one distributor of life and medical insurance, and supplier of revolutionary options for wealth administration and retirement planning. By way of its companion community, Integrity helps tens of millions of People shield their life, well being and wealth with a dedication to satisfy them wherever they’re — in individual, over the telephone and on-line. Integrity’s cutting-edge expertise helps streamline the insurance coverage and monetary planning expertise for all stakeholders. As well as, Integrity develops merchandise with service companions and markets them by means of its distribution community of companies, brokerages and RIAs all through the nation. Integrity’s almost 6,000 staff work with nearly 500,000 brokers and advisors who serve greater than 11 million shoppers yearly. In 2022, Integrity will assist carriers place almost $20 billion in new gross sales and oversee greater than $20 billion of belongings below administration and advisement by means of its RIA and broker-dealer platforms. For extra info, go to www.integritymarketing.com.

About Annexus

Because the main impartial product design and distribution firm in America, Annexus designs options to assist People develop and shield their retirement financial savings. Since 2006, Annexus has developed the {industry}’s best-performing mounted listed annuities and listed common life insurance coverage insurance policies, and they’re main the cost within the growth of in-plan lifetime earnings options with plan sponsors. Annexus is acknowledged as a thought chief throughout the {industry}, successful a number of awards together with Barron’s Finest Product for Seniors and most just lately, the Annuity Innovator of the Yr award from EQDerivatives.  For extra info, go to www.annexus.com.

SOURCE Integrity Advertising and marketing Group, LLC

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