NexAnnuity Retirement Solutions
Since 2020, NexPoint has offered fixed annuities through affiliates with a history that extends over 100 years. With our team of dedicated employees, we provide innovative retirement solutions to those looking to maximize their retirement savings. We provide access to a range of capabilities that support the development and management of annuity and insurance products. Our Fixed Annuities are offered through our affiliate, NexAnnuity and backed by The Ohio State Life Insurance Company, and we distribute Fixed Index Annuities through our affiliate AEG.
NexAnnuity was formed to bring expertise from a range of investment and financial services businesses to the insurance and annuity market, where offerings have been slow to evolve to address the changing needs of Americans in retirement.
NexAnnuity draws on expertise and resources from an integrated organization comprised of financial and investment management businesses. Our investment activities are a part of a sophisticated, multibillion-dollar platform with investment partners that have significant experience managing a range of investment-grade, non-investment grade, and alternative assets for a diverse investor base.
NexAnnuity’s insurance provider, The Ohio State Life Insurance Company, has been in operation for over 115 years. With it’s sophisticated investment capabilities and efficient operating model, NexAnnuity brings innovative solutions that address the needs of current and future retirees.
Contact Information & Additional Resources
West and Midwest
Kyle Behnke, External
303.704.2091
kbehnke@nexpoint.com
Northeast
Allie Zekert, Regional Annuity Consultant
214.276.6227
azekert@nexpoint.com
Southeast
Aaron Iafallo, External
716.997.2791
Aiafallo@nexpoint.com
Hybrid
Alex Daigle, Regional Annuity Consultant
985.249.1741
adaigle@nexpoint.com
Hailey Soto, National Internal/Operations Analyst
972.942.8123
hsoto@nexpoint.com
This material is intended to provide educational information regarding the features and mechanics of the products and is intended for use with the general public. It should not be considered, and does not constitute, personalized investment advice. The issuing insurance company is not an investment adviser nor registered as such with the SEC or any state securities regulatory authority. The issuing insurance company is not acting in any fiduciary capacity with respect to any contract and/or investment.
Annuities are issued by The Ohio State Life Insurance Company, Administrative Office PO BOX 25417 Salt Lake City, UT 84125 1405 West (“Ohio State Life”). Insurance and annuity products, optional features, and riders are not available in all states and may be subject to firm availability. Click here to see current product availability. Annuities contain features, exclusions and limitations that vary by state. Read the contract for complete details. Payment obligations and guarantees are subject to the financial strength and claims-paying ability of Ohio State Life.
ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. ANNUITIES MAY LOSE VALUE AND HAVE NO BANK/CREDIT UNION GUARANTEE. ANNUITIES ARE NOT A DEPOSIT AND ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. ANNUITIES MAY ONLY BE OFFERED BY A LICENSED INSURANCE PRODUCER/AGENT. This material should not be interpreted as a recommendation by NexAnnuity or Ohio State Life.
“NexAnnuity” and “Nex” are used as marketing names for NexAnnuity Holdings, Inc., its subsidiaries and some affiliates, including The Ohio State Life Insurance Company. Each subsidiary or affiliate is responsible for its own financial and contractual obligations. Certain subsidiaries, including The Ohio State Life Insurance Company, are not authorized to do business in New York.
