Multi-Year Guaranteed Annuities are a growing niche of the insurance market. This annuity product can be used to augment a portfolio built to produce an income stream. Halo Investing partners with insurance companies to offer MYGAs and other annuities with potentially attractive payouts.
Clients are increasingly becoming more aware of fee vs. commission based models.
FinTech solutions can help ease an advisor's transition from one model to another.
Structured notes are commonly misunderstood and often mischaracterized. A structured note is simply a packaged investment, in many respects not unlike a professionally managed mutual fund.
When it comes to positioning client portfolios, defined outcomes can help. Halo’s custom note creator allows you to create a structured note for your given objectives, like income, growth, or protection.
Financial advisor AUM can grow simply by engaging in conversations with clients about what they own outside of your purview. Nearly half of investors own annuities while many fee-based RIAs shy away from these products due to regulations and compensation structures. As a result, assets are left on the table.
Nov. 14 & 21 • 1:00 pm CT