Annexus Continues to Expand Capital Markets and Index Solutions Expertise – Press Release

SCOTTSDALE, Ariz.–(Business Wire)–Annexus, a Scottsdale, Ariz.-based designer of fixed indexed annuities,
life insurance and other index-based wealth management products,
announced the addition of Tom Haines as Senior Vice President of Capital
Markets and Index Solutions. Mr. Haines, who most recently led the
Equities Solutions Structuring initiative for UBS Investment Bank and
helped Annexus launch the award-winning NYSE®
Zebra Edge® Index
, will be responsible for driving the
next phase of the company’s index strategy.

“This is an exciting milestone in further establishing Annexus
as the leading independent product development company in the retirement
planning industry,” said Ron
Shurts
, Co-Founder of Annexus. “Tom brings a wealth of experience
and a successful track record of developing, evaluating and launching
index strategies, and will help us continue to bring to market a
comprehensive range of innovative new financial solutions.”

“Our goal has always been to design products that create better client
outcomes. Tom shares our vision to ensure that the index solutions we
offer are based on forward-looking considerations and sound investment
theory—not just back-tested historical performance,” said Annexus
Co-Founder Don
Dady
. “Tom’s extensive experience with the regulatory, trading and
pricing perspectives of index design will also be extremely valuable to
our insurance carrier partners that back the guarantees of our
solutions.”

Mr. Haines will coordinate index review and design and manage
relationships with index sponsors, investment banks, investment
management firms and leading academic experts.

Mr. Haines joins Annexus on the heels of the company’s being named Annuity
Innovator of the Year by EQDerivatives
. He began his career in index
and statistical arbitrage trading within BNP Paribas’ Cooper Neff
Division (Paris office), before serving as Vice President in the
Exchange Traded Products (ETPs) Group at NYSE Group, and Head of ETPs
and Derivative Product Solutions at Royal Bank of Scotland.

About Annexus

Annexus designs solutions to help Americans grow and protect their
retirement savings. For over a decade, Annexus has developed
market-leading fixed indexed annuities and indexed universal life
insurance products. In close collaboration with design partner Genesis
Financial, Annexus has forged relationships with many of the industry’s
leading insurance carriers and the world’s largest investment banks.
Find out more about Annexus and our products at www.annexus.com.

Annexus
Brian Welsh, 480-321-8992
VP of Marketing
BrianWelsh@Annexus.com

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