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
Slam Dunk Strategies: Guarding Clients With a Protective Investment Game Plan
What’s Ahead: A recent Gallup poll found that a rising percentage of Americans are investing in the stock market. That’s great news for advisors who want to see people grow…
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
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
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…
Structured Notes 101
Replacing Dividend Stocks with Income Structured Notes
What’s Ahead: Investors new to structured notes often say, “this looks too good to be true.” Since structured notes offer protection and upside participation, the question we often get is,…
