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An inside look at why LPL Financial is leading the charge with fee-based variable annuities

Sun Life and Harbor Lights Financial among those reporting the program's early success

Author Brooke Southall February 18, 2011 at 6:17 AM
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John Moninger: It’s about growing the overall wallet.

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold



August 18, 2011 — 6:05 PM

Jefferson National is deceptive by marketing its annuity as a wildly less expensive alternative to other annuities. The reality is that after the advisory fee and inflated sub account expenses, the vast majority of investors at best have a solution that may or may not be slightly less cost than a fee-based or commission-based annuity. Sorry Jefferson, doing the cost two-step shuffle does not change the fundamental economics of an annuity.

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