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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

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

New Study: Which Annuity is Right For You?

A study recently conducted by Cannex, an independent company that facilitates the efficient and accurate exchange of pricing and analytics …

Planning to Purchase An Annuity? Consider This First

It seems as if annuities have been a hot topic again as advisers and investors continue to wonder when the …

Retirement News: Family Savings Act Passes House

Earlier this week, the Family Savings Act passed out of the U.S. House of Representatives by a 240-177 vote, according …

Brighthouse Financial Launches Two New Fixed Annuity Products

One of the country’s largest annuity and life insurance providers, Brighthouse Financial, is adding two new fixed annuity products to …

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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