Press release

Hueler Investment Services, Inc. Opens Their Income Solutions® Lifetime Income Annuity Platform to the Public

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Hueler Investment Services, Inc., announces the launch of Income Solutions® for individual investors and advisors. Hueler’s commitment to improving financial outcomes for retirees has been at the heart of the Company’s mission since the Income Solutions® platform was launched in 2004. Hueler’s new retail site allows individuals and advisors to register directly at and access the popular institutional offering known for providing low-cost standardized quotes, choice of features, and real time competition across multiple insurance companies.

“Income Solutions® has been successfully delivering Hueler’s unique value proposition to individuals through large institutions for over 15 years. We’ve earned the trust of many and become the go to source for income annuities. Today the need is deep, and the time is right for Hueler to bring its unique value proposition directly to individual investors and discerning advisors seeking to act in the best interests of their clients. This new service ensures that all American retirees have the opportunity to turn a portion of their hard-earned retirement savings into a paycheck for life through the same trusted source,” said Kelli Hueler, founder and CEO of Hueler Companies.

Hueler is well prepared for this new offering. Income Solutions® served as the technology and processing back-bone underlying the offer of income annuities to Vanguard’s retail clients since 2010. Given Vanguard’s transition of income annuities to an institutional delivery model for 401k plan participants through Hueler’s Income Solutions® platform, Hueler is stepping into that important role with a direct to consumer model.

“We’ve had a terrific relationship with Vanguard over the past decade and are extremely gratified for the opportunity to continue collaborating with their institutional team going forward. We’ve worked with the best of the best in retail financial services under a private label arrangement and now have an amazing opportunity to bring that experience to the table under the highly valued Income Solutions® brand,” said Kelli Hueler.

About Hueler Companies, Inc.

Hueler Companies and its affiliates (together, Hueler Companies) located in Minneapolis, Minnesota, was founded in 1987 and is an independent data and research firm providing reporting and systems designed for the annuity and stable value marketplace. In 2004, the company launched Income Solutions®, a groundbreaking best practice annuity purchasing platform now utilized across a variety of service providers and plan sponsors in the Defined Contribution marketplace. The firm is now recognized as a leading technology and research firm offering key resources for the analysis, selection, and implementation of stable value and lifetime income annuity products. Hueler provides two primary services: the Hueler Analytics Stable Value Fund Comparative Universe and the Hueler Income Solutions® Lifetime Income Annuity Platform.