Mar 03, 2026 (MarketLine via COMTEX) --
Annexus announced a strategic partnership with Americo Financial Life and Annuity Insurance Company to introduce a new suite of premium bonus fixed index annuities.
Annexus, a leading designer of innovative retirement solutions, today announced a new strategic partnership with Americo Financial Life and Annuity Insurance Company (Americo), a leading provider of insurance and annuity products. Together they launched the Americo Benchmark Flex and Americo Benchmark Flex Plus with premium bonus fixed index annuities (FIAs). This new suite of FIAs features an industry-first stable benchmark index, industry-first crediting strategies, and an unparalleled growth opportunity through a suite of benchmark indices from S&P DJI.
The Americo Benchmark Flex FIAs will include a suite of benchmark indices including the S&P 500® Index, the S&P PRISM® Index and the S&P 500® Distance Stabilizer Index.1 The first S&P DJI index utilizing a distance timer strategy, developed in collaboration with Société Générale, may on occasion adjust its exposure to the S&P 500® based upon a variance budgeting process. The structure of the S&P 500® Distance Stabilizer Index facilitates Americo Benchmark Flex FIAs ability to provide higher participation rates and more stable strategy renewal rates.
"Annexus strives to provide our distribution partners with the most innovative solutions on the market that are designed to provide greater consumer value," said Ron Shurts, Annexus Co-founder and CEO. "Benchmark Flex FIAs are precisely that—the next evolution in FIAs designed to provide a highly competitive growth opportunity. One of the most exciting things about this new FIA suite is the S&P 500 Locked Cap Ladder Strategy, which provides higher S&P 500 cap rates and unprecedented transparency and predictability for clients."
The Americo Benchmark Flex series introduces the S&P 500® Locked Cap Ladder Strategy, a first-of-its-kind feature that allows for higher cap rates that are guaranteed for up to 10 years. This innovative crediting strategy provides clients with long-term visibility into their potential returns, while also eliminating the concern of renewal rate uncertainty.
The FIA suite will also offer a wide variety of other index crediting strategies, including the Performance Trigger Strategy and the Blended Performance Strategy. The Performance Trigger strategy provides the opportunity to earn guaranteed interest credits every year if the S&P 500® Index performance is greater than or equal to 0% each year. The Blended Performance Strategy will provide an annual fixed interest rate of 5% on 50% of the strategy allocation, and the other 50% will benefit from up to a 200% participation rate on the S&P PRISM® Index.2 The rates are guaranteed for 5 years.
Jeremy Thornton, Senior Vice President, Chief Marketing Officer at Americo, commented on the significance of the launch. "This partnership with Annexus represents a significant milestone for Americo as we expand our footprint in the fixed indexed annuity market. The Americo Benchmark Flex FIA suite reflects our shared commitment to putting the customer first and providing robust, flexible solutions. By offering both a competitive accumulation product and an enhanced bonus option, we are empowering individuals to tailor their retirement strategies to their specific financial objectives."
Advisors, Registered Investment Advisors (RIAs), and insurance professionals seeking access to this product should contact their Annexus-affiliated Independent Distribution Company.
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COMTEX_478527665/2227/2026-05-04T18:39:51
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