This is an interesting development.
April 16, 2025 by Sheryl J. Moore
Nationwide and Annexus Group have collaborated on the first actively managed mutual fund, within a structured annuity (a.k.a. “RILA”).
FYI- Nationwide has about a 2% market share of the $62.9 billion structured annuity market, as of the close of last year.
Another FYI- Annexus Group, owned by Integrity, is what I call a “super FMO.” They contract marketing organizations beneath them; they don’t serve individual insurance agents. Annexus also develops insurance products, to be underwritten by an insurance company home office. Their product offerings are typically proprietary.
If you want to know more about this new structured annuity product, you can catch it on Wink, Inc.‘s AnnuitySpecs tool at www.WinkIntel.com. -sjm