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?

Fee-based annuities offer growth potential and can help reduce risk in a client’s portfolio. Many advisors are turning to advisory annuities looking for solutions outside of traditional investments that fit the fee-only business model.

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

Getting started

Find an annuity that fits your client’s unique needs.

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

Structured Notes, with the added convenience of professional management

Buffered ETFs

Explore ETFs that include a level of protection

Our latest thinking

There’s the hard way, and the Halo way

US75/1.0/2306