Revenue Sharing Variable Annuities

Edward jones receives payments known as revenue sharing from certain mutual fund companies 529 plan program managers and insurance companies collectively referred to as product partners.

Revenue sharing variable annuities. In 2009 cgmi is charging approved providers a revenue sharing fee for contracts processed of up to 0 05 per year 5 per 10 000 on client assets calculated quarterly based upon the aggregate value of variable annuity assets including assets invested in fixed rate accounts within variable annuities invested in contracts for which cgmi is. Variable annuities are one type of annuity we offer. Variable annuity revenue sharing. These funds give the company a small portion 25 50 bps of revenue share for these accounts that they manage.

Vl 15926 b ver 2 2016. Variable annuities distributed by its affiliate aig capital services inc member finra. Annuities issued by the variable annuity life insurance company. Valic represents the variable annuity life insurance company and its subsidiaries valic financial advisors inc and valic retirement services company.

That substantial amount of money from revenue sharing is currently used in their forecast. Variable life annuity revenue share 7 2014 revenue sharing marketing support variable insurance products lincoln financial advisors offers hundreds of variable insurance options as well as our own proprietary insurance options. Ubs receives additional compensation in connection with the sale of fixed deferred annuities fixed index annuities single premium immediate annuities deferred income annuities and variable annuities. Finra sipc updated august 2020 american portfolios financial services inc.

A company provides account management for funds that are partnered with the variable annuities that they sell. Corporate relationships and revenue sharing. Annuity revenue sharing and non cash compensation in brokerage accounts ubs financial services inc. This compensation is a result of.

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