About AXI

Axonic Insurance (AXI), founded in 2024, is a fast-growing annuity and insurance platform delivering institutionally managed retirement products through a fully integrated model spanning product design, distribution, issuance, and servicing. AXI combines modern insurance capabilities with disciplined asset management and rigorous risk oversight to drive scalable, sustainable growth.

Our suite of annuities includes Multi-Year Guaranteed Annuities (MYGAs) and Fixed Indexed Annuities (FIAs), distributed through Independent Marketing Organizations (IMOs), Banks, Broker-Dealers, and Registered Investment Advisers (RIAs), while strengthening profitability through operational efficiency, pricing discipline, and balance sheet resilience. AXI’s strategy prioritizes durability — balancing growth, capital strength, and earnings to support long-term value creation and financial stability.

Company Summary + Financials

Company Summary

Investment Strategy 10.23.26

Investment Strategy

Full Financial Overview

Review our financial foundations. Download the latest Consolidated Group GAAP and Statutory (STAT) financial overview.

 

Financial Overview 2025

Q4 2025 Financial Overview

Timeline

Learn how it all started and where we are today.

Q3 2023

Axonic Insurance, Founded

Axonic Insurance was founded to deliver disciplined, investment-driven insurance solutions built for long-term growth and stability.

Q3 2023
Q4 2023

Launched Int'l Operations and Products

AXI launched its international insurance operations, establishing a global footprint and introducing products for international markets.

Q4 2023
Q1 2024

Launched US Operations

AXI entered the U.S. market, expanding its platform to serve independent agents and financial professionals nationwide.

Q1 2024
Q2 2024

Launched Waypoint MYGA

AXI introduced Waypoint MYGA, offering competitive guaranteed rates with a streamlined, service-focused experience.

Q2 2024
Q4 2024

Launched Incline MYGA + Incline Advisory MYGA

AXI expanded its MYGA lineup with Incline MYGA and Incline Advisory MYGA, providing additional flexibility for accumulation and advisory use.

Q4 2024
Q1 2025

Launched Trailhead FIA

AXI launched its first fixed indexed annuity with AmeriLife, broadening its retirement solutions with both indexed growth potential and guaranteed participation rates.

Q1 2025
Q1 2025

Launched VantagePoint MYGA

Via LIBRA Distribution Partners, AXI launched the VantagePoint MYGA with a Partnership Propel Bonus Rider.

Q1 2025
Q2 2025

Launched Axonic Insurance Cayman SPC

AXI established Axonic Insurance Cayman SPC, enhancing its international insurance structure and capital flexibility.

Q2 2025
Q4 2025

Preferred Equity Capital Raise, LuminArx + Deutsche Bank

AXI completed a preferred equity capital raise with LuminArx and Deutsche Bank, strengthening its capital base and institutional partnerships.

Q4 2025
Q1 2026

Launched Trailhead FIA PLUS

AXI launched Trailhead FIA PLUS, an expansion on the base Trailhead FIA product with the introduction of a product-specific Premium Bonus Rider.

Q1 2026
Q1 2026

Launched HighLine FIA + HighLine FIA PLUS

Exclusive to the bank and broker-dealer distribution channels, AXI launched two fixed indexed annuity options focusing on indexed growth potential, guaranteed participation rates, and premium bonus opportunities.

Q1 2026
Q4 2026

Launched Trailhead FIA Income

AXI expanded its Trailhead FIA suite with the introduction of Trailhead FIA Income, offering clients another way to plan for a more confident retirement. This product combines index linked growth potential and protection from negative market performance with a Guaranteed Lifetime Withdrawal Benefit (GLWB) Rider, designed to help provide income for life, subject to rider terms and conditions.

Q4 2026
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