Halo Investing partners with Ladder
Halo Investing, an investment platform backed by Allianz Life, has partnered with Ladder Insurance to offer its advisors access to more life insurance options.
The company’s insurance agency, Halo Investing Insurance Services, has affiliations to Allianz Life, Equitable, Fidelity, Integrity Life, Pacific Life, Pruco Life, and others.
Founded in 2015, Halo enables financial advisors to add structured notes, annuities, and buffered ETFs to client portfolios, giving investors simplified access and transparency to investments that bridge the risk gap between stocks and bonds. Last year, it closed a $100 million Series C round.
“Halo recognizes the importance and value that all types of protective solutions bring to an advisor’s practice. Ladder is uniquely designed to complement turnkey life insurance. The ability to scale and customize solutions to a client’s needs based on where they are in life – before or during retirement – is critical. With Ladder, you can ‘ladder’ up or down in life insurance protection. This is another step toward Halo’s commitment to provide comprehensive protective solutions to the RIA marketplace. We are excited about the simplicity this solution, which makes life insurance more transactional, brings to the table.” – Jason Barsema, President of Halo Investing.