Outsource your annuity and insurance business to a team of experienced and licensed experts
By partnering with Halo Investing Insurance Services, you can expand your product offering while keeping assets under your control. Outsourcing this part of your practice eliminates many of the traditional annuity and insurance burdens and requirements.Why fee-based annuities?
No cost or membership fees
At Halo we recognize the value of your partnership should not come at a cost.
How we do it
Halo keeps it simple and easy! Our experienced team of licensed professionals and award-winning technologies help advisors unlock the value of annuity solutions.
Making the most of Halo’s legacy book services
Legacy Book Services help established or in-transition advisors maintain access to their legacy book of business. As your trusted partner, we do this by becoming the agent of record on your in-force annuity contracts.
01
A summary of the Legacy Annuity Book is provided to determine eligible annuities and the service agreement.
02
Contact details are shared securely with Halo and broker of record paperwork is completed.
03
Halo completes the broker of record change and pays the RIA for services under the RIA’s Advisory Agreement.
04
Access to reporting is established and Halo’s Annuity RVP’s provide ongoing support
Making the most of halo’s legacy book services
Legacy Book Services helps established or in-transition advisors maintain access to their legacy book of business. As
your trusted partner, we do this by becoming the agent of record on your in-force annuity contracts.
01
A summary of the Legacy Annuity Book is provided to determine eligible annuities and the service agreement
02
Contact details are shared securely with Halo and broker of record paperwork is completed
03
Contact details are shared securely with Halo and broker of record paperwork is completed
04
Halo completes the broker of record change and pays the RIA for services under the RIA’s Advisory Agreement
05
Access to reporting is established and Halo’s Annuity RVP’s provide ongoing support
Access leading fee-based annuity solutions
Single premium immediate
Multiyear guaranteed
Registered Index Linked
Fixed index
Variable options
Access leading annuity carriers with Halo
Access leading annuity carriers with Halo
Build a defined
outcome portfolio
Discover how you can advance your investing with our other products.
Structured Notes
Flexible return options with a level of protection
Structured Note SMA
Buffered ETFs
Explore ETFs that include a level of protection
Our latest thinking
Slam Dunk Strategies: Guarding Clients With A Protective Investment Game Plan
Article • June 19, 2023
Capturing AUM Through Existing Client Annuities
Article • June 27, 2022
SECURE Act 2.0: What It Means For Investors
Article • January 17, 2023
Portfolio Strategies Using A Multi-Year Guaranteed Annuity
Article • October 19, 2022
Annuities: A Bridge to Retirement
Article • April 11, 2022
Halo Investing Named 2023 World’s Most Innovative Companies By Fast Company
Article • March 2, 2023
Annuity Sales Are Surging: Advisors, Now Is the Time To Act
Article • June 13, 2023
Health Care Inflation Expected To Hit Retirees Hard. Here’s A Way To Help Mitigate Financial Risks
Article • June 5, 2023
There’s the hard way, and the Halo way
US75/1.0/2306