Indexed Annuity ?

[Chilly]

Are there any insurance companies that required their agents to be Registered Reps in order to sell Indexed Annuities? Thanks

 

[DHK]

Ohio National was due to DOL issues at the time. They're not offering annuities at all anymore.

 

[Allen Trent]

Are there any insurance companies that required their agents to be Registered Reps in order to sell Indexed Annuities? Thanks

yes. some carriers (not very many) only sell their index annuities through their Brokerage division. When this occurs & the agents are also registered reps, the broker dealer compliance officer also has oversight over indexed annuity sales.

I believe Securian/Minnesota Life only sells their index annuity through their brokerage division. So, I believe you must be a registered rep with their broker dealer to have access to their Index Annuity.

However, they sell their IUL through all distribution channels

 

[Tahoe Ray]

Several companies have products available only on the b/d channel. Athene, Global Atlantic, etc.

It is a separate product line only available in the b/d channel. There is normally a similar non "b/d" version available as well (although normally with terms-par/spread/caps that aren't as strong)

 

[Kenneth Busch]

I believe Guardian could be one. Not sure though

 

[Miles Anthony]

I can help with indexed annuities and iul. Will have to take annuities course, but there are some great options.