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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.

Doug Lockwood


John Moninger


Jeff Grant



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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Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

August 19, 2020 at 2:18 AM

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October 5, 2018 at 7:40 PM

Mentioned in this article:

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

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