A strong foundation of success and achievement
Chief Distribution Officer
With more than 25 years of financial services experience, Dave Paulsen brings credibility, leadership and a track record of forging strong partnerships built on personal connections to his role with Annexus Retirement Solutions. He has extensive executive leadership in the financial services industry and considerable experience leading and growing companies. Dave has served as president of Individual Solutions and chief distribution officer for Transamerica, and CEO for World Financial Group and Transamerica Financial Advisors. He also sits on the board of directors for several organizations.
What Can We Do for You?
Whether you are a representative from a financial institution or a financial professional looking to offer your clients innovative solutions, we look forward to helping you. Contact us today to learn how you can leverage Annexus Retirement Solutions to help build a more secure financial future.
This website is intended for institutional retirement industry professionals.
• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value
This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.
Lifetime Income Builder will be powered by an insured guaranteed income solution issued by an insurance carrier that the plan fiduciary has determined qualifies for the safe harbor provisions of ERISA section 404. All guarantees and protections are subject to the claims-paying ability of the issuing insurance carrier. Lifetime Income Builder does not directly participate in the stock market or any index. It is not possible to invest in an index. Withdrawals are subject to income tax, and withdrawals before age 59½ may be subject to a 10% federal tax penalty.