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Annuities

Get the complete picture of your annuities.

Financial advisors now have access to the largest annuity providers on Halo’s centralized, easy-to-use platform.


Digitally Connected


Experience the power of a full annuities platform at your fingertips.

Find annuities solutions tailored to your clients’ needs, easily and efficiently with technology. Before, annuities were difficult and time-consuming to manage for clients. Track and monitor your annuity portfolios while connecting directly with the top insurance carriers.


Today’s digital platform for annuities:

New Possibilities


Explore annuity options like never before.

Get access to a wide selection of annuity products, and compare solutions with carrier-provided materials. Halo’s platform provides access to real-time rates across carriers, all in one place.


Centralized Platform


Streamlined execution and management across the annuity lifecycle.

Halo creates an efficient point-of-sale platform for transacting annuities—cutting down time and potential errors by moving to a digital process. Learn, compare, illustrate and submit annuities, plus manage client annuities on-platform, all integrated seamlessly.


Confident Decisions


Due diligence and suitability checks.

Providing appropriate annuity options to clients is first priority. With Halo, evaluate and compare the details from each carrier. Find annuity products appropriate for clients based on important variables and retirement objectives.


Get started in 3 simple steps:

1

Register for a Demo


Learn more about annuities on Halo’s comprehensive platform.

2

Evaluate Annuity Options


Compare products side-by-side to make more informed decisions.

3

Transact, Manage & Report


Track alerts and key events across your full annuities portfolio.

Annuities Gone Digital

One platform to handle every aspect of your annuity portfolio.

Ready to learn more?