Anniversaries: Shiller Barclays CAPE® US Index and the BalancedChoice® Annuity celebrate successful first year

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Barclays and Annexus celebrate the success of Athene's BalancedChoice® Annuity linked to the Shiller Barclays CAPE® US Index with an exclusive event in Manhattan, NY on May 6th. The Retirement Income Roundtable will feature award-winning Yale economist Professor Robert Shiller.

When we linked the Shiller Barclays Index to the BCA, we were able to provide a powerful solution for individuals seeking new accumulation options with zero downside market risk.

The Shiller Barclays CAPE® US Sector Risk Controlled 10% USD Total Return Index, featuring a methodology developed by award-winning economist Professor Robert Shiller, became the top-selling Fixed Indexed Annuity (FIA) option for Annexus within months of its introduction. Annexus, Barclays, and Athene are welcoming 25 elite financial professionals to New York for the Retirement Income Roundtable to celebrate that success at the one-year anniversary of its release.

The Shiller Barclays CAPE® US Index became available for Athene’s BalancedChoice® Annuity (BCATM) on April 28, 2014. The index’s sophisticated approach to asset selection created an attractive retirement income product for financial professionals and clients alike.

“People saving for retirement are always interested in continuing to grow retirement savings while reducing risk of future losses,” stated Don Dady, co-founder of Annexus. “When we linked the Shiller Barclays Index to the BCA, we were able to provide a powerful solution for individuals seeking new accumulation options with zero downside market risk.”

The Index uses Professor Shiller’s Cyclically Adjusted Price Earnings (CAPE®) Ratio to identify undervalued market sectors. The Index identifies undervalued sectors with the greatest 12-month momentum to generate consistent returns. The Index also provides a daily volatility control to help protect retirement savings from unpredictable market swings.

The BCA, issued by Athene Annuity and Life Company, combines the Barclays Shiller Index with a proven crediting methodology powered by Annexus to create one of the most innovative products in the industry. Athene’s BCA and its predecessors, designed by Annexus and its product design partner Genesis Financial, have provided consistent double-digit returns over the last several years with no direct downside market risk. After historic volatility in the stock market and persistent low interest rate returns on traditional fixed investments, the BCA and other fixed indexed annuities have increasingly become a preferred choice for those planning for retirement.

“We’ve always been committed to creating innovative solutions to help people succeed in their retirement,” said Annexus co-founder Ron Shurts. “Almost immediately, advisors and clients recognized the power of using the investment philosophy of an acclaimed economist like Professor Robert Shiller.”

Barclays Bank, Annexus, and Athene are hosting a special Retirement Income Roundtable at Barclays’ Manhattan offices with Professor Robert Shiller to recognize the 25 top producers of the BCA linked to the Shiller Barclays CAPE® US Index.

With Professor Shiller, the national group of top performers are participating in a conversation of how the Barclays Shiller CAPE® US Index linked to the BCA can help individuals achieve principal protection and consistent returns while planning for lifetime income in retirement.

About Annexus Group

Annexus is a Scottsdale, Arizona-based product development company focused on building solutions to deliver guaranteed capital preservation with potential for uncapped accumulation. Annexus connects carriers and top advisors with leading-edge wealth management products.

For further information about Annexus, please visit our website

About Barclays Bank PLC

Barclays is an international financial services provider engaged in personal, corporate and investment banking, credit cards and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Barclays’ purpose is to help people achieve their ambitions – in the right way. With 325 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 130,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.

For further information about Barclays, please visit our website

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Sherry Azzarella
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Sherry Azzarella
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