Is your financial advisory strategy future-proof?

Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.

Key Highlights:

• The secrets of Annexus’s index selection, where academic insights meet Wall Street ingenuity to revolutionize investing
  
• How innovative design and strategic diversification are transforming retirement planning, challenging conventional market trends
  
• Peek into Annexus’s journey to the top, uncovering the visionary strategies that set their products apart
  
• How Annexus masterfully balances steadfast processes with dynamic market changes to redefine success standards
  
• Witness how Annexus stays ahead by harnessing wisdom from academic giants, carving a niche in the competitive financial arena
  
• Gain insights into the evolving bond market and the rising potential of Fixed Index Annuities as we enter 2024
  
• Enter a groundbreaking phase of financial advising, focusing on the strategic integration of Fixed Index Annuities for robust portfolio management
  
• And much more!
  

Resources: 

• Episode 20: Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts
  

Connect With Tom Haines:

• LinkedIn: Tom Haines
  
• Annexus Retirement Solutions
  

Book Time with Jeremy Houser: 

• Schedule a Call
  

Connect with Jeremy Houser:

• 713-808-8548
  
• jhouser@insurmark.net
  
• Advisor Mentorship Program
  
• InsurMark
  
• LinkedIn: Jeremy Houser
  

About Tom Haines:

Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.