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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

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A new tax ruling from the Internal Revenue Service has the potential to increase the use of annuities by registered …

Jackson Updates Variable Annuity Suite, Teams With Fidelity

In an effort to streamline a slew of add-on options to its variable annuity line, Jackson National Life Insurance Company® …

Take Advantage Of Growth Opportunity and Risk Protection With Athene’s New Annuity Product

Athene USA has just launched a new registered index-linked annuity (RILA), and according to a recent InsuranceNewsNet article, the design …

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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