The National Association of Personal Financial Advisors will offer its members access to institutionally-priced immediate annuities through Hueler Companies' platform.
By the end of this month, NAPFA-registered advisers will have access to the Income Solutions platform, which facilitates annuity purchases for IRA rollover assets. Advisers with access to the platform can request lifetime income annuity quotes on behalf of their clients at lower prices than what is typically available through retail distributors.
All annuity products offered on the platform can be customized to meet an individual's personal objectives, are competitively quoted, and provide full fee disclosure, according to a press release.
Companies on the platform include, AIG Life Insurance Company, Hartford Life Insurance Company, Integrity Life Insurance Company, Mutual of Omaha, Principal Life Insurance Company, and Prudential Insurance Co. of America.
