HALO INVESTING

HALO INVESTMENTS

FEE-BASED ANNUITY PROGRAM

ON THE AXXCESS PLATFORM

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Halo Lets You Focus on What You Do Best

Grow revenue and run a smarter business. Halo Outsourced Insurance Desk handles your insurance operations, eliminating the cost of extra hires, and saving time on difficult to manage tasks. All this shouldn’t stand in the way of serving your clients better.

Annuity Services

Manage Annuities Effectively

You work tirelessly to deliver month-over-month
growth by finding new clients, choosing the right
investments, and more. But there are roadblocks
standing in your way.

Halo Lets You Focus on What You Do Best

Grow revenue and run a smarter business.
Halo’s Outsourced Insurance Desk handles your
insurance operations, eliminating the cost of extra
hires, and saving time on difficult to manage tasks.
All this shouldn’t stand in the way of serving your
clients better.

Make Your Annuity Business Scalable

Halo’s technology provides the scalability you need to
offer every client outstanding service, even as your
business grows.

Who Enjoys Extra Paperwork? No One.

By simplifying the annuity purchasing process, Halo’s award-winning digital platform and our Outsourced Insurance Desk are providing RIAs the infrastructure they need to effectively incorporate and manage annuities while fulfilling their fiduciary duties. Partnering with Halo includes:

- Guided case design, product recommendations, and annuity comparison reports
- Reducing application time by up to 90%
- Full service, support, and review of in-force contractsmance

Get the Complete Picture of Your Clients’ Annuities.

A digital platform for annuities at your fingertips. Find annuities solutions from the leading carriers, tailored to client needs, easily and efficiently.

Make annuities work for you:

- Compare annuity options without the hassle
- Streamlined execution and lifecycle management
- Due diligence and suitability checks

Build a Defined Outcome Portfolio

Do you feel your clients deserve a secure financial future? Do you want to define the investing outcomes of your clients? We agree. That’s why we’ve made it easier to explore protective investing.
CONTACT US
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.