Product Call - Annexus - 08-13-2026
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Product Call - Annexus - 08-13-2026
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Nationwide New Heights Select Update: 30% Bonus + 10% Guaranteed Roll-Up (Annexus x Alliance Product Call)
Kat Lewis (Integrity Advisory Solutions/BAM) opens the Alliance product call and introduces Alex from Annexus to discuss Nationwide New Heights Select and recent rate changes. Alex reviews Annexus's role as a fixed indexed annuity product developer and highlights New Heights Select as their most popular solution, noting guarantees increased from a 9.5% to a 10% compounding annual roll-up for the first 12 years, paired with a 30% income benefit base bonus, with a 12-year deferral guaranteeing an income benefit base growth to 407% (e.g., $100,000 to $408,000). He explains daily crediting on the income benefit base and death benefit versus annual anniversary crediting, shares individual and joint income case examples, and compares outcomes to a traditional portfolio. He also demonstrates nationwidenewheights.com tools, suggests a texting strategy using a two-minute video for outreach and referrals, and answers questions on minimums, issue ages, rider charge (1.1% annually), funding sources, replacements, and suitability resources.