Halo Investing, a Chicago-based online marketplace for structured notes, has launched a similar platform for annuities.
The service aims to allow financial advisers to shop for annuities. It offers fixed, variable and registered index-linked annuities from several carriers, including Allianz Life, as well as a team of annuity experts and an outsourced insurance desk that can serve as an adviser’s licensed agent of record.
In addition, the platform provides carriers’ real-time rates, up-to-date product information and digital and virtual client signing, suitability review and carrier submission, Halo said in a release.
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“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
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Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
