Halo Lets You Focus on What You Do Best

Grow revenue and run a smarter business. Halo Outsourced Insurance Desk handles your insurance operations, eliminating the cost of extra hires, and saving time on difficult to manage tasks. All this shouldn’t stand in the way of serving your clients better.

Connect With An Annuity Expert

Manage Annuities Efficiently

You work tirelessly to deliver month-over-month growth by finding new clients, choosing the right investments, and more. But there are roadblocks standing in your way.

Halo Lets You Focus on What You Do Best

Grow revenue and run a smarter business. Halo’s Outsourced Insurance Desk handles your insurance operations, eliminating the cost of extra hires, and saving time on difficult to manage tasks. All this shouldn’t stand in the way of serving your clients better.

Make Your Annuity Business Scalable

Halo’s technology provides the scalability you need to offer every client outstanding service, even as your business grows.

See How Halo Adds to Your Bottom Line

Speak With One of Our Annuity Experts

Who Enjoys Extra Paperwork? No One.

By simplifying the annuity purchasing process, Halo’s award-winning digital platform and our Outsourced Insurance Desk are providing RIAs the infrastructure they need to effectively incorporate and manage annuities while fulfilling their fiduciary duties. Partnering with Halo includes:

  • Guided case design, product recommendations, and annuity comparison reports
  • Reducing application time by up to 90%
  • Full service, support, and review of in-force contracts

 

Get the Complete Picture of Your Clients’ Annuities.

A digital platform for annuities at your fingertips. Find annuities solutions from the leading carriers, tailored to client needs, easily and efficiently.

Make annuities work for you:

  • Compare annuity options without the hassle
  • Streamlined execution and lifecycle management
  • Due diligence and suitability checks

Build a Defined Outcome Portfolio

Do you feel your clients deserve a secure financial future? Do you want to define the investing outcomes of your clients? We agree. That’s why we’ve made it easier to explore protective investing.

Structured Notes

Flexible return options with a level of protection.

Buffered ETFs

Explore ETFs that include a level of protection.

See What Halo’s Up To

Want to Learn Even More? Talk to Us.

See how smarter portfolios get you more clients.

Contact Us