Selling Fixed Rate Annuities Under the DoL Rule

Selling Fixed Rate Annuities Under the DoL Rule (February 2017)

This report is based on a survey of how bank-owned and 3rd party broker dealers plan to adapt product menus under the Department of Labor’s Fiduciary Standard for retirement accounts.  Twenty firms—encompassing over 6,000 advisors—participated.

Global Atlantic commissioned Kehrer Bielan to take a deep dive into the data in the survey to examine whether firms plan to offer fixed annuities in retirement accounts, the sales compensation they expect, and whether they will offer fixed annuities with different commission options or levels.

The resulting study, Selling Fixed Rate Annuities under the DoL Fiduciary Standard, is available for free download compliments of Global Atlantic.