HUB Retirement and Private Wealth is one of the first to secure access to Hueler Income Solutions®, a marketplace for guaranteed income products.
That offering is made available through an integration with Morningstar Investment Management LLC’s advisor managed accounts service—a combination unveiled earlier this month. According to the firm, the tool is recordkeeper agnostic and institutionally priced, and HUB is currently the only organization with Hueler Annuity connectivity today.
Barbara Delaney, Senior Vice President and Retirement Consultant with HUB Retirement & Private Wealth—a long-time champion of the need for retirement income solutions in workplace retirement plans—has been the driving force of this effort over the last several years alongside the teams at Morningstar Investment Management and Hueler.
