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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

Jackson National Jumps On Fee-Based Annuity Wagon

Jackson National Life Insurance Company has just announced the launch of their new fee-based variable annuity, Perspective Advisory II (PAII), …

Reduce Your RMD with a Qualified Longevity Annuity Contract

You’ve worked hard your entire life to stash away your hard-earned money into 401(k)s and IRAs, and you’re finally ready …

Allianz Reports Boom in Buffered Annuity Sales

Further evidence of the recent boom in buffered variable annuity sales has surfaced in the form of third quarter numbers …

New Push for Annuities in 401(k) Plans

Recently, the Trump administration took steps to encourage plan sponsors to offer annuities in 401(k)s, according to a recent InvestmentNews …

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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