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TMCNet:  IRI Names Annexus SVP Tom Haines One of Industry's Top Influential Leaders Under 40

[October 12, 2017]

IRI Names Annexus SVP Tom Haines One of Industry's Top Influential Leaders Under 40

Annexus, a Scottsdale, Ariz.-based designer of fixed indexed annuities, life insurance and other index-based products, announced that Senior Vice President of Capital Markets and Index Solutions Tom Haines has been named one of the Top Influential Leaders under 40 by the Insured Retirement Institute (IRI).

"Being named to this exclusive list by IRI affirms a decision I made early in my career to apply my background in quantitative finance to develop financial products and investment strategies that benefit retirees. The team at Annexus has given me the opportunity to expand and deliver on that personal mission," Haines said.

Haines shared credit in earning the coveted designation. "My affiliation with Annexus has allowed me to work with some of the industry's leading companies and greatest minds - including S&P, NYSE, and professors Roger Ibbotson and Robert Shiller. We've been able to leverage these powerful relationships to develop crediting strategies and custom index options that power the retirement products we design and distribute with our insurance carrier partners," he said.

"We couldn't be happier for Tom and join in celebrating his well-deserved industry recognition," said Annexus Co-Founder Don Dady. "His ability to connect Wall Street with Main Street value exemplifies the balance between art and science that established Annexus as the leading independent product development company in the retirement planning industry."

"Tom's broad experience in regulatory, trading and pricing complements our rigorous due diligence process," said Annexus Co-Founder Ron Shurts. "He'll be instrumental in continuing to build on our successful track record of bringing unique index solutions to market, helping our team to develop a more comprehensive range of innovative new financial solutions that will expand market opportunities."

Haines was formally recognized at IRI's VISION: Annual Meeting and 25th Anniversary Celebration, which was held Sept. 24-26 in Palm Beach, Florida.

About the Insured Retirement Institute

The Insured Retirement Institute is the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of more than 30 organizations, and is the only association that represents the entire supply chain of insured retirement strategies. IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement. Learn more at

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

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