Home / No Load Annuities

What is a No Load Annuity?

First, let’s talk about no-load investments in general. A no-load investment is one in which the investor is not charged a commission fee — like a no-load mutual fund. Certain insurance companies offer “no-load” variable annuities, which are sold directly to investors and do not require commissioned sales people or brokers (but can often be purchased through brokers).

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ANNUITY FYI’S TOP NO LOAD ANNUITIES PICKS

Company Product Name
jefferson_logo Monument Advisor
fidelity_investment Personal Retirement Annuity
pacific_life Pacific Odyssey Annuity
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FROM OUR BLOG

Changes to Indexed-Annuity Sales Ahead of DOL Rule

As the implementation date of the new Labor Department fiduciary rule approaches, several brokerage firms are changing how they handle …

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New Variable Annuities from Principal

In an effort to give clients more flexibility and choices in retirement planning, Principal Financial Group has extended its variable …

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Why Ken Fisher Is Wrong About Annuities

You may have heard about Ken Fisher, the wealthy chairman and CEO of Fisher Investments, and man who constantly rails …

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Deciding Between a Lump Sum or an Annuity? Read This First

A recent study has discovered that retirees who opt to take a lump sum instead of a guaranteed monthly annuity …

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ARTICLES & GUIDES

Criteria for Evaluating No-Load Annuities

Criteria for Evaluating No-Load Annuities

When evaluating the numerous no-load annuity products on the market, Annuity FYI looks…

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