WEST PALM BEACH, Fla.--(BUSINESS WIRE)--#fiaplus--Ibexis Life & Annuity Insurance Company® is pleased to announce expanded bank relationships and the addition of two innovative index options to its FIA Plus® and WealthDefender® product series, further enhancing the growth opportunities and diversification available to financial professionals and their clients through fixed indexed annuities.
The new index options include the BlackRock® U.S. Equity Bitcoin Balanced Risk 12% Index and the S&P 500® Engle 16% VT TCA Index, each available with both 1-year and 2-year participation rate crediting strategies, depending on product series.
Expanding Collaboration
Ibexis is proud to expand its relationship network through a new collaboration with BlackRock, the world's largest asset manager, overseeing more than $13.8 trillion in assets under management as of March 31, 2026. Together, the companies will bring innovative index strategies and institutional investment expertise to help financial professionals promote enhanced retirement outcomes for their clients.
Expanding Access to Innovative Index Solutions
The BlackRock® U.S. Equity Bitcoin Balanced Risk 12% Index offers investors a differentiated combination of broad U.S. equity exposure and bitcoin-linked growth potential through the iShares® Core S&P 500 ETF and the iShares® Bitcoin Trust ETF. By pairing traditional equity exposure with access to the iShares® Bitcoin Trust ETF—one of the fastest-growing ETFs in history—the index seeks to capture diversified growth opportunities while dynamically managing risk to maintain a 12% target volatility.
The S&P 500® Engle 16% VT TCA Index, a product of S&P Dow Jones Indices LLC (“S&P DJI”) provides exposure to E-mini S&P 500 futures while employing an intraday volatility control mechanism designed to maintain a competitive 16% volatility target. The strategy is based on the forecasting methodology developed by Nobel Laureate Professor Robert F. Engle.
"At Ibexis, we are committed to delivering innovative retirement solutions that help financial professionals address the evolving needs of their clients," said Nathan Gemmiti, President and CEO of Ibexis. "Our collaborations with BlackRock and S&P DJI, combined with the addition of the BlackRock® U.S. Equity Bitcoin Balanced Risk 12% Index and the S&P 500® Engle 16% VT TCA Index, expands the range of differentiated strategies available within our product portfolio while reinforcing our commitment to growth, diversification, and long-term value."
About Ibexis Life & Annuity Insurance Company®
Founded in 1937, Ibexis Life & Annuity Insurance Company® offers fixed annuity solutions designed to help individuals protect their financial future and prepare for retirement. Ibexis fixed annuities provide opportunities for tax-deferred growth, principal protection from market downturns, and guaranteed income options to help support retirement goals.
AM Best has assigned Ibexis' an A- Financial Strength Rating (Excellent), reaffirmed May 2025 with a Stable Outlook. For additional ratings information, please visit www.ambest.com.
For additional information, please visit www.ibexis.com.
Important Disclosures
The FIA Plus® and WealthDefender® Series do not invest directly in any index. Index performance does not reflect dividends paid on underlying securities unless otherwise stated. Product features, availability, and terms may vary by state and are subject to contract provisions. Products are not available in all jurisdictions and are subject to regulatory approval.
Policy Form ICC22_FIA_0922 / ICC24_FIA_WG_0724 and related state-specific forms are insurance products issued by Ibexis Life & Annuity Insurance Company® and are backed solely by the claims-paying ability of the issuer. Products are not insured by the FDIC, NCUSIF, or any other government agency.
The BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index is a product of BlackRock Index Services, LLC and has been licensed for use by Ibexis Life & Annuity Insurance Company®. BlackRock®, BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index, and the corresponding logos are trademarks of BlackRock, Inc. or its affiliates. The Indexed Annuity Product is not sponsored, endorsed, sold or promoted by BlackRock Index Services, LLC, BlackRock, Inc., or any of its affiliates, or any of their respective third-party licensors (including the Index calculation agent, as applicable) (collectively, “BlackRock”). BlackRock has no obligation or liability in connection with the administration or marketing of Indexed Annuity Product. BlackRock makes no representation or warranty, express or implied, to the owners of the Indexed Annuity Product or any member of the public regarding the advisability of investing the Indexed Annuity Product or the ability of the BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index to track general market performance. iShares is a registered trademark of BlackRock, Inc. and its affiliates. BlackRock does not guarantee the adequacy, accuracy, timeliness, and/or completeness of the Index or any data or communication related thereto nor does it have any liability for any errors, omissions or interruptions of the BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index.
The S&P 500 Engle 16% VT TCA Index (USD) ER (the “Index”) is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and incorporates methodology licensed from UBS AG (“UBS”) and has been licensed for use by Ibexis Life & Annuity Insurance Company®. S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); Engle is a trademark of Engle Volatility Consulting LLC (“Engle Consulting”), the research principal of which is Robert F. Engle (“Engle”), and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Ibexis Life & Annuity Insurance Company®. Fixed Indexed Annuity is not sponsored or sold by SPDJI, Dow Jones, S&P, their respective affiliates, Engle Consulting, Engle, or UBS 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 Index.
Contacts
Megan Easton
SVP of Sales and Marketing
measton@ibexis.com