Today’s Animal Spirits is brought to you by Halo Investing:
See here for more information on investing with Halo.
We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about investing with structured notes.
On today’s show we discuss:
- What a structured note is
- How downside protection works
- What happens when you breach the protection level
- When it makes sense to use structured notes
- Working with Halo vs traditional wholesalers
- How annuities are performing in today’s market
- Halo product suite
- Halo blog and research materials
- Information for Financial Advisors
- Request a consultation here
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