About Us

Part of the Nex Family of Companies

NexAnnuity is part of the Nex family of companies, which includes an investment management organization, a bank, an insurance company, and other financial services that, together with its affiliates, oversee approximately $33 billion1 in total platform assets. 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.

A Focus on Modern Retirement Solutions

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.

Issued through trusted insurance partners

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.

a retired couple hugging on a dock at sunset
Ohio State Life white logo

The Ohio State Life Insurance Company

NexAnnuity offers annuity solutions issued by The Ohio State Life Insurance Company. ("Ohio State Life"), a company with more than 115 years of operating history and licenses in 46 states and the District of Columbia. As the issuing insurance company, Ohio State Life brings a wealth of experience, established operational efficiency, and experienced customer service—supporting a streamlined experience for both advisors and policyholders alike.
B+
GoodFinancial Rating
AM Best2Outlook: Stable

2. A.M. Best reiterated its Financial Strength Rating (“FSR”) of B+ (Good) and Issuer Credit Rating (“ICR”) of bbb- (Good), both with Stable outlook, for The Ohio State Life Insurance Company on 4/8/26.

a retired couple taking pictures by a rock wall
fortis life insurance logo white

Fortis Life and Annuity Insurance Company

Fortis works alongside NexAnnuity in the development and delivery of annuity solutions and serves as an issuing insurance company for NexAnnuity's products. This alignment supports a more integrated process from product development through policyholder access, with an emphasis on clarity, usability, and defined outcomes for clients.