Outsourced Insurance Services for RIAs: Life, Disability & Long-Term Care Implementation

Описание: Life, disability, and long-term care insurance are essential to comprehensive financial planning—but for independent RIAs, implementation can be the most challenging part.

Traditional insurance brokers may not align with fiduciary values, while managing insurance in-house can add operational complexity, licensing challenges, and risk to the client experience.

Halo Investing Insurance Services was built to help solve this problem.

We partner with independent RIAs to implement life, disability, and long-term care insurance—without selling, product bias, or disrupting your client relationships. Acting as an extension of your team, we combine human expertise with Halo’s streamlined technology to manage the full insurance lifecycle.

In this video, we explain how Halo:

• Supports fixed and variable life insurance when suitable
• Provides carrier-agnostic policy analysis and sustainability testing
• Manages full-service underwriting and carrier coordination
• Centralizes all client insurance data, including legacy policies, in one portal
• Integrates insurance data into your existing data aggregator
• Helps you scale planning capabilities without adding staff or licenses

The result is better execution, greater clarity, and more durable outcomes for your clients—while you maintain full control of the advisor-client relationship.

For more information or to get started with Halo Investing Insurance Services, visit: https://haloinvesting.com/request-acc...

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This document or presentation is intended for institutional investors and/or wealth advisers only, and is not intended for distribution to others.

Halo Investing, Inc. is a parent company of Halo Securities, LLC. Halo Investing, Inc. is not a broker/dealer. Securities are offered through Halo Securities, LLC, an SEC registered broker/dealer and member of FINRA/SIPC. Halo Securities, LLC is affiliated with Halo Investing Insurance Services, LLC and Halo Investment Services, LLC. Halo Securities, LLC acts solely as distributor/selling agent and is not the issuer or guarantor of any structured note products. For more information about Halo Securities, LLC, you can visit https://brokercheck.finra.org/firm/su.... For more information about Halo Investment Services, LLC , you can visit https://adviserinfo.sec.gov/firm/summ.... For more information about Halo Investing Insurance Services, LLC, you can visit https://secure.utah.gov/agent-search/...

Annuities are not suitable for all investors. All recommendations for annuity products must be suitable and appropriate for the client and must be based on a thorough fact finding and understanding of the client's unique financial situation, needs, goals, and risk tolerance.