Advisor Insights
How Fee-Only Advisors are Growing Their Business with Insurance in 2026
As transparency and fiduciary standards reshape wealth management, RIAs are rethinking how insurance fits into financial planning.
Tag: Annuities
Advisor Insights
Navigating the Annuity Surge: Trends, Challenges, and Opportunities for Advisors
2023 was a record year for annuities sales. Learn how advisors are increasingly using to meet a variety of client investment challenges.
Advisor Insights
Longevity Literacy: Helping Clients Live Out Happier Retirements
No one likes to admit it, but life expectancy is a growing concern for many households. Annuities are increasingly being used to offset some of many risks linked to living…
Advisor Insights
Investors Seek Advisors Who Go Beyond the Numbers
Protective investment strategies may help relieve uncertainty around hitting money goals throughout an individual’s or couple’s financial life, and the advisor’s role is more valued than ever.
Advisor Insights
Protective Investments Can Help Accelerate Advisor Growth with a Niche. Here’s How:
What’s Ahead: One of the major trends in the advisory industry over the past decade-plus is the niche concept. The notion of focusing on a seemingly small subset of the…
Advisor Insights
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.
Advisor Insights
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.
Advisor Insights
Retirees Don’t Grasp Longevity Risk, Advisors Can Change This
What’s Ahead: Among the most important duties of a fiduciary financial advisor is educating clients on the biggest retirement risks. Unfortunately, so many investors still see an advisor’s role as…
Advisor Insights
You Should be Diversifying by Investment Vehicle, Not Just Asset Class
What’s Ahead: Industry giant BlackRock recently doubled down on its recommendation that investors abandon the traditional 60/40 stock and bond allocation. In a new era of higher interest rates, stubborn…
Advisor Insights
Is a Qualified Longevity Annuity Contract (QLAC) Right for You?
The turn of the year is an ideal time to consider your tax strategy and retirement plan. Another popular method by which advisors can help clients achieve financial security is…
Advisor Insights
SECURE Act 2.0: What It Means for Investors
Dig into some of the key facets of the legislation bound to impact retirees and even younger individuals and families.
Advisor Insights
Portfolio Strategies Using a Multi-Year Guaranteed Annuity
Halo Investing offers a suite of annuities to help advisors create customized portfolio strategies for all their clients. Our OID saves RIAs time and energy so they can focus on…
Advisor Insights
Capturing AUM Through Existing Client Annuities
Financial advisor AUM can grow simply by engaging in conversations with clients about what they own outside of your purview. Nearly half of investors own annuities while many fee-based RIAs…
Advisor Insights
Annuities in a Rising Rate Environment
What’s Ahead: At long last, interest rates are on the rise. On March 16, the U.S. Federal Reserve announced that it was raising the target range for the Federal Funds…
Advisor Insights
Annuities: A Bridge to Retirement
Introduction: Delaying Social Security benefits to age 70 can make sense for many Americans. It is often said that the break-even age for such a strategy usually falls shortly after…