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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 Launches New MYGA

Wink’s Sales and Market Report for the first quarter of 2019 shows that the sales of multi-year guaranteed annuities (MYGAs) …

1st Quarter Annuity Sales Released

First quarter 2019 annuity sales figures were recently released with fixed and variable annuity sales hitting $57.8 billion combined. According …

SEC’s New Best Interest Standard Met With Mixed Reviews

Earlier this week, the U.S. Securities and Exchange Commission approved the SEC’s Regulation Best Interest: The Broker-Dealer Standard of Conduct …

Great American Life Launches Unique New Annuity Product

A recent collaboration between Great American Life and Raymond James has produced a new type of variable-indexed annuity. The Index …

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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