Annuities fees

Overview

Annuities are investment contracts issued by insurance companies that may allow you the right to convert the value of the annuity into payments from the insurance company for a set period of time or the rest of your life.

Edward Jones offers four general types of annuities: variable, fixed, single premium immediate annuities and deferred income annuities.

Fees and expenses

Insurance companies or the entities that market an annuity contract or their affiliates ("insurance company") may pay Edward Jones compensation in connection with investments in the annuity by Edward Jones’ clients, including the Plan or Plan participant accounts. The insurance company may pay Edward Jones a commission for the purchase, sale or subsequent renewal of an annuity by the Plan or Plan participant. The insurance company may pay 12b-1 fees and/or trails for distribution services and continued support of such product. For general details, see Important Information Regarding Your Accounts with Edward Jones.

For an explanation of the various costs associated with annuities transactions, including definitions and examples, please visit the U.S. Securities and Exchange Commission's website.

For specific fee information on annuity policies, please contact your Edward Jones financial advisor.

Important information:

For future updates and changes or for a full listing of the fees and payments Edward Jones receives in connection with individual mutual funds, equity transactions, fixed-income transactions and insurance and annuities, please visit this website at regular intervals. Compensation-related information may change from time to time and Edward Jones will update compensation information on this website on a monthly basis. If the specific platform or provider associated with your plan changes, Edward Jones will provide you with an updated disclosure document within 60 days of being notified of the change, if applicable. It is very important that you keep Edward Jones and your financial advisor updated with regard to any changes to the plan including its structure, platform type, investment options or other service providers.