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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_logo Monument Advisor
fidelity_investment Personal Retirement Annuity
pacific_life Pacific Odyssey 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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