Annuity Sales Are Surging: Advisors, Now Is the Time to Act
Annuities sales are surging with rates moving higher. Advisors can now tap into this opportunity.
Author: Halo Investing
Health Care Inflation Expected to Hit Retirees Hard. Here’s a Way to Help Mitigate Financial Risks
Annuities can help buffer against the risk of outliving one’s assets, and we spotlight one guaranteed-income product advisors can harness to add value.
LISTEN: Jason Barsema Talks Upside & Downside Customization on The Animal Spirits Podcast
Listen to the full episode: On this episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson for a third time to discuss how structured notes are made, counter-party risk during banking crises, customizing structured notes, and much more!...
Retirees Don’t Grasp Longevity Risk, Advisors Can Change This
What's Ahead: New research concludes that seniors underestimate longevity risk and worry too much about market returns. Advisors must ensure they level-set risks so that their clients’ financial plans protect against outliving assets. Halo Investing’s platform...
Biju Kulathakal, Halo CEO and Co-Founder, featured in Kiplinger
By incorporating structured notes in a portfolio, advisers can better help clients stick to their short- and long-term planning goals and secure a brighter financial future.
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