LEADERSHIP TEAM

A strong foundation of success and achievement

MEET OUR TEAM

Solving the retirement income crisis is a multi-dimensional challenge that requires an integrated approach, from solution development to organizational leadership. In forming Annexus Retirement Solutions, we assembled a team of highly successful leaders whose experience and achievements span multiple correlated industries, markets and disciplines.

DON DADY

President and CEO

DAVE PAULSEN

Chief Distribution Officer

TOM HAINES

Chief Investment Officer

DONNA CATALFIO

General Counsel

ABBY CANFIELD

SVP of Operations

JOE BOAN

Director of Sales and Business Development

RICHARD KADO

Chief Operating Officer

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.

Patent Pending
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.