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.
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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.”
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