Halo Investing Launches Annuities Platform, Helping Advisors Generate Reliable Retirement Income for Individual Investors

Independent marketplace streamlines the buying and management across the annuity lifecycle; Allianz Life among leading carriers on the platform

Halo Investing, the world’s first and only independent, multi-issuer technology platform for structured notes, announced the launch of its new annuities platform. Built on Halo’s core marketplace, the new centralized marketplace enables financial advisors to explore, transact, and manage annuities in a simplified way. The platform includes numerous annuity options and strategies from several leading carriers, including Allianz Life Insurance Company of North America (Allianz Life).

The annuities launch is part of Halo’s broader strategy to provide advisors with a comprehensive independent platform to access innovative protective investment options. The fully digitized annuities platform streamlines execution and management across the annuity lifecycle, helping advisors provide retirement income for clients more efficiently and cost-effectively. Halo also has a team of annuity experts and an outsourced insurance desk who can serve as the licensed agent of record for advisors.

Recommended AI News: Performance Designed Products Announces Acquisition by Diversis Capital

“It’s critical that advisors and investors have access to advanced investment tools and resources to build resilient portfolios using proven products like annuities,” said Biju Kulathakal, Co-Founder & CEO of Halo. “Halo simplifies the annuities lifecycle with an expert team and an end-to-end technology solution, giving advisors another protective investment option to meet their client objectives. We are excited for the next stage of our product journey and look forward to helping the annuities industry advance to the digital era.”

Halo’s modern platform includes a range of investment options including fixed, variable, and registered index-linked annuities. Other key features of the Halo platform include:

• Access to the top annuity carriers
• Enhanced data and analytics to compare, explore, and select annuities
• Real-time rates from carriers, and up-to-date carrier product information and marketing collateral
• Support from Halo’s concierge insurance services to help identify solutions
• Digital and virtual client signing, suitability review, and carrier submission
• Portfolio management and post trade monitoring with valuation tracking and in-force transactions across annuity positions

Recommended AI News: Digital Transformation Solutions Provider NetImpact Named ServiceNow Elite Partner

“Individuals are struggling to save for retirement and lack opportunities for dependable retirement income without taking on unnecessary risks,” said Jason Barsema, Co-Founder & President of Halo. “Advisors need more investment options in today’s low yield environment, and annuities can provide income and predictable outcomes for investors. As part of our mission to help individuals meet their retirement goals, we will continue to add products, carriers, and features to facilitate a simplified annuities and protective investing experience.”

“Our partnership with Halo allows us to make our products available to advisors, including RIAs, who we are currently not able to reach via traditional channels,” said Eric Thomes, Chief Distribution Officer for Allianz Life. “Our risk management products can play an important role as part of a holistic financial plan, and Halo gives advisors access to additional product options so that they are able to help their clients seek the best possible outcomes.”

Recommended AI News: Air Force Research Laboratory Partners with QC Ware to Apply Quantum Machine Learning in Identifying Flight Patterns of Unmanned Aircraft