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

CompanyProduct Name

jefferson_logoMonument Advisor
fidelity_investmentPersonal Retirement Annuity
pacific_lifePacific Odyssey Annuity
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FROM OUR BLOG

Nationwide Announces New Annuity Suite

In response to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, annuity heavy weight, Nationwide has announced the …

New Annuity Product for New Yorkers

AIG Life & Retirement has just launched Power Index Premier NY Index Annuity with Lifetime Income Builder, according to a …

In the News: Annuity Leaders Talk Hot Topics

Recently Keefe, Bruyette & Woods (KBW),  a full-service, boutique investment bank and broker-dealer that specializes in the financial services sector, …

The Profile of an Annuity Buyer

During the month of September, the Insured Retirement Institute is hosting 4 virtual sessions, the Supply Chain Summit, to examine …

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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