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NexAnnuity Retirement Solutions

Explore Innovative Retirement Solutions with NexPoint

NexAnnuity is part of the Nex family of companies, which includes an investment management organization, a bank, an insurance company, and other financial services businesses. Together with its affiliates, this platform encompasses a broad range of financial services capabilities. Within this platform, NexAnnuity is dedicated to developing practical retirement solutions designed to address the needs of today’s retirees and those planning for retirement.

NexAnnuity graphic of boat and birds

NexAnnuity was established to bring greater efficiency and design to the life insurance and annuity space. A successful retirement requires solutions that are thoughtfully structured and aligned with how advisors and investors plan for income and risk.

As part of the Nex family, NexAnnuity applies institutional investment and financial services expertise to develop annuity solutions intended to support retirement income planning and designed to integrate effectively within individuals’ broader financial strategies.

NexAnnuity’s annuity solutions are issued through select insurance companies – The Ohio State Life Insurance Company and Fortis Life and Annuity Insurance Company. Working with these companies, NexAnnuity is able to deliver solutions supported by strong operational capabilities, efficient policy administration, and dedicated customer service, helping provide a consistent experience for both advisors and policyholders.

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Information

DIRECTOR

Brian Graime
Director, Annuity Distribution & IMO Distribution
214.276.6267
bgraime@nexpoint.com

West

Central

Southeast and Midwest

Aaron Iafallo
External
214.550.8277
alafallo@nexpoint.com

Mid-Atlantic

Matt Puglisi
External
214.276.6276
mpuglisi@nexpoint.com

Great Plains

Luke Castanien
External
214.276.6259
lcastanien@nexpoint.com

Jordan Thomas
Internal
214.276.6219
jthomas@nexpoint.com

Great Lakes

Kevin Deacy
External
214.276.6264
kdeacy@nexpoint.com

Devin Heiden
Internal
214.276.6233
dheiden@nexpoint.com

Northeast

Scott Belval
External
781.248.8228
sbelval@nexpoint.com

Support

Max Graime
Internal Annuity Consultant
214.276.6212
mgraime@nexpoint.com

Annuity Operations

Geoffrey Henderson
Annuity Operations
214.276.6224
ghenderson@nexpoint.com

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