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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

Ameritas Launches First Annuity Connected to New S&P Index

A new indexed annuity from Ameritas Life Insurance Corp. was recently launched, tracking four indices including the new uncapped S&P …

LIMRA Study Shows Younger Investors Interested in Annuities

According to a recent article in PLANSPONSOR magazine, research has shown that individuals who are most likely to be interested …

3rd Quarter Report: Fixed Annuity Sales Continue to Rise

Sales of non-variable annuities continue to rise as recently reported in the latest Wink’s Sales & Market Report. According to …

New Fixed Index Annuity Boasts Flexible Liquidity

According to a recent press release, North American Company for Life and Health Insurance has just launched a new fixed …

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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