Partnership with Halo Investing

We’re excited to announce our partnership with Halo Investing!
 
WHAT DOES HALO INVESTING OFFER YOU?

• Access to a large variety of fee-based variable, indexed, structured, and fixed annuities from top annuity carriers, including Jackson, Allianz, and Pacific Life.
• Annuity experts that will help guide you, with a white glove experience, to the best solution for your individual client’s needs as well as filling out, gathering signatures and submitting your client’s application while managing the entire account opening process.
• Legacy Book Services allows you, whether established or in-transition, to house your annuity book of business with Halo’s in-house broker-dealer while receiving annual advisory fees from Halo.

WHAT DO YOU NEED TO KNOW?

• Starting on 10/5/23, you will be able to contact Halo at (855) 744-HALO (4256) or [email protected] for help finding suitable annuity solutions for your individual clients and assistance with getting the annuity issued with no membership fee.
• You’ll be able to register and log in to Halo’s website at www.haloinvesting.com to view available annuities and your book of annuity business through Halo’s dashboard.
• Values of annuities offered through Halo will not be presented on Liberty at this time. Values will initially be available on Halo’s dashboard by logging in to www.haloinvesting.com, or by logging directly into the annuity carrier’s website.
• Nationwide’s Monument Advisor annuity will still be available outside of Halo.
• Through Halo’s Legacy Book Service you, as an established or in-transition advisor, can maintain access to your annuity book of business while still receiving advisory fees from Halo.

WHERE CAN YOU FIND MORE INFORMATION?

• Halo’s flyer describing their Outsourced Insurance Desk and Annuity offerings.
• Halo’s brochure describing their Legacy Book Services.
• If you have additional questions, please contact your CSA.