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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

The Hartford Transfers Pension Liabilities to Annuity

Yesterday, Hartford Financial Services Group Inc. announced that it will purchase a group annuity contract from Prudential Financial,  transferring $1.6 …

Retirement Literacy Study Confirms Lack of Knowledge

In an effort to study the retirement literacy of American adults nearing or in retirement, the American College of Financial …

Ohio National Launches Innovative Annuity Rider

In an effort to address both inflation and longevity, Ohio National has launched a new fixed indexed annuity (FIA) guaranteed …

State Regulators Consider Changes to Annuity Sales Standards

After the implementation of the DOL fiduciary rule earlier this month, state insurance regulators are starting to evaluate annuity sales …

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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