No Load Annuities

We offer both a non-qualified annuity and qualified Traditional and ROTH IRA annuities.

No load annuities. Advantages of No-Load Low-Cost Variable Annuities. Innovations among a class of next-gen no-load annuities have reduced cost introduced simplicity offered liquidity made them easier of understand and use integrated them deeper into the advisors portfolio management software and driven real client value. The innovation began when commissions were eliminated from these products.

Without a commission lock-up periods are unnecessary. The Ameritas Advisor No-Load Variable Annuity has low expenses and low fees which means more of your clients wealth goes to work from the beginning with respected financial managers like Vanguard and Dimensional Funds. When you purchase a no-load annuity you are not getting service from your financial professional.

2 FOR REGISTERED INVESTMENT ADVISOR USE ONLY. Realities of retirement planning today. How insurance is being used to address client needs.

What investment options do annuities have. The average policyholder is in his or her 50s and invests 200000. Annuity purists will point out that the internal mutual funds aka.

Annuities are designed as principal preserving long term investments which can provide funds for retirement. Jefferson National launched the first such VAs in 2005 and about 30 other companies and 60. Our variable annuities offer 100 liquidity from day one meaning more flexibility for clients.

Rebalancing your portfolio doesnt have tax consequences. The cost on that 200000 is. Separate accounts of no load variable annuities carry some costs but these no load offerings offer full liquidity day onewhich is.