NAPFA Offers Adviser Access to Annuity Platform

The National Association of Personal Financial Advisors (NAPFA) will offer its fee-only members access to institutionally-priced immediate annuities via Hueler Companies’ platform.

NAPFA-registered advisers will have access to the Income Solutions platform, which facilitates annuity purchases for IRA rollover assets, by the end of September.

NAPFA 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 Income Solutions platform can be customized to meet an individual’s personal objectives, are competitively quoted, and provide full fee disclosure, according to a press release.

Some of the 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.

“Hueler and NAPFA share a common vision that seeks to empower individual investors with the tools, knowledge, and resources necessary to create retirement income security,’ said Kelli Hueler, CEO of Hueler Companies, in the release.

More information on the annuity platform is at