NexAnnuity Holdings, Inc. (“NexAnnuity”) is an insurance holding company based in Dallas, Texas.

NexAnnuity operates within an affiliate network of investment advisory and financial services businesses. The network provides strategic advantages to NexAnnuity and its subsidiary for the development and management of insurance solutions.

NexAnnuity’s insurance company subsidiary offers annuity products designed to reflect the modern retirement landscape. The products draw on resources from NexAnnuity’s affiliate network.

Key resources include: investment management expertise; sophisticated investment infrastructure; access to professional services; product development and distribution support; access to capital and fundraising capabilities; strategic partnerships and transaction expertise; and other corporate development services.

The statements in this material are provided as general information only and do not constitute a recommendation, offer or solicitation to buy or sell any securities or engage in any particular investment strategy, and should not be considered specific legal, investment or tax advice. Before making a decision or giving advice about any matter contained in this communication, agents or individuals should consult their own attorney, tax or financial professional.