July 9, 2025 Newswires

Nassau Financial Group Launches Innovative, Growth-Focused FIA: Nassau Athos Annuity

Business Wire

HARTFORD, Conn.--(BUSINESS WIRE)--
Nassau Financial Group (“Nassau”) today introduced Nassau Athos Annuity^SM, an innovative fixed indexed annuity (“FIA”). This newest addition to Nassau’s product suite is a single premium FIA that offers new patent-pending extendable indexed crediting strategies.¹ These crediting strategies combine key features of one-year and multi-year crediting strategies to provide consumers with innovative growth potential and protection, along with additional flexibility and control over their retirement savings.

“We are excited to partner with Genesis and Leverage Financial Group on the launch of a unique FIA – Nassau Athos Annuity. This product expands on our track record of innovation, introducing new crediting strategies that will provide consumers with added flexibility to obtain higher growth potential for their retirement savings, all while maintaining the safety of principal protection,” said Phil Gass, Chairman and CEO of Nassau.

Issued by Nassau Life and Annuity Company, Nassau Athos Annuity pairs extendable indexed crediting strategies with performance tied to market indices administered by S&P Dow Jones Indices and Nasdaq^®. The extendable indexed crediting strategies give consumers the opportunity to extend their current strategy term to a longer duration to obtain modified participation rates that apply retroactively, while also offering protection during the extended strategy term.²

Nassau partnered with Genesis Development Group and Leverage Financial Group to design and build Nassau Athos Annuity. Leverage Financial Group will serve as lead distributor.

“We are thrilled about our first collaboration with Nassau and Leverage Financial Group. The extendable crediting strategy is the next generation of FIA crediting and builds on our 30-year history of innovation in the FIA industry to provide consumers with better solutions to grow their retirement savings,” said Derek Ferguson, President of Genesis Development Group.

“Nassau Athos Annuity was designed to be a breakthrough solution to a long-standing need in the retirement planning arena, which is to effectively maximize potential gains while preserving and growing retirement funds. Nassau was able to bring it to market quickly, and we are excited to introduce it to retirement professionals and their clients who can benefit from the innovative design,” said Josh Gettler, CEO of Leverage Financial Group.

To learn more about Nassau Athos Annuity, visit the company’s website. Producers, financial advisors, and other distributors can contact the Nassau Sales Desk at 888-794-4447.

About Nassau Financial Group

Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau’s fixed annuities provide comprehensive and customizable retirement solutions, delivered with advanced digital capabilities and a team dedicated to delivering industry-leading service. Nassau Asset Management LLC and its subsidiaries oversee the assets of Nassau’s insurance companies and offer specialty investment strategies to third-party clients. These strategies include public and private debt, CLO debt and equity, real estate debt and equity, and alternatives. Nassau was founded in 2015 and has grown to $24.8 billion in assets under management, $1.6 billion in total adjusted capital, and 365,000 policies and contracts as of March 31, 2025. For more information, visit nfg.com.

About Genesis Development Group

Genesis Development Group’s mission is to create innovative financial products for our carrier partners to help Americans achieve their retirement goals. In 1995, we developed the first fixed indexed annuity in the United States. Since then, we have been granted 17 patents, and consumers have invested more than $50 billion in Genesis developed products. For more information, visit gfpx.com.

About Leverage Financial Group

Leverage Financial Group is a financial services and product distribution organization that partners with independent financial firms and insurance carriers to deliver comprehensive resources and support across annuity and life insurance offerings. The firm is committed to fostering long-term business partnerships and enhancing consumer value in the retirement planning landscape. Leverage Financial Group is independently owned and has a strong history of assisting independent distribution in the insurance marketplace and is one of the fastest growing Insurance Marketing Organizations in the industry. For more information, visit leveragefg.com.

Important Disclosures

1. Genesis Development Group, Inc. has a patent pending that covers certain elements of the index crediting strategies offered with the product.

2. For the extendable cap rate account, the modified cap rate upon extend applies only to the current segment and is not applied retroactively. For extendable participation rate accounts, the modified participation rate upon extend applies to the entire segment. Upon extend, the modified participation or cap rate may be greater than, less than or equal to the rate set at each previous contract anniversary, or the rate that would apply upon reset.

This material is provided by Nassau Life and Annuity Company, which issues the annuity described in this document. This material is intended for general use with the public and is not meant to provide any individualized tax or financial planning advice. We encourage you to consult with a financial professional who can tailor a financial plan to meet your needs. Nassau and its affiliates have a financial interest in the sale of their products.

Product features, rider options and availability may vary by state.

Guarantees are based on the claims-paying ability of Nassau Life and Annuity Company.

Annuities are long-term products particularly suitable for retirement assets. Annuities held within qualified plans do not provide any additional tax benefit. Early withdrawals may be subject to surrender charges and a Market Value Adjustment. Withdrawals (including but not limited to Early Income Amount payments) are subject to ordinary income tax, and if taken prior to age 59½, a 10% IRS penalty may also apply.

Non-Security Status Disclosure – The Contract is not a Security. The Contract is not registered under the Securities Act of 1933 and is being offered and sold in reliance on an exemption therein.

The S&P 500^® and S&P 500^® Dynamic Intraday TCA Index (the “Indices”) are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Nassau Life and Annuity Company (“Nassau”). S&P^® and S&P 500^® are trademarks of S&P Global, Inc. or its affiliates (“S&P”). Nassau’s annuity products are not sponsored, endorsed, sold or promoted by SPDJI, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Indices.

Nasdaq^® is a registered trademark of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by Nassau Life and Annuity Company. The Product(s) have not been passed on by the Corporations as to their legality or suitability. The Product(s) are not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE PRODUCT(S).

Insurance Products: NOT FDIC or NCUAA Insured. No Bank or Credit Union Guarantee

Nassau Athos Annuity (ICC25FIA-XT, 25FIA-XT) is issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to conduct business in ME and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group. This press release is not intended for residents of Idaho.

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