Income 150+ SE highlighted for new guaranteed income design, ForeStructured Growth II Advisory also recognized
Global Atlantic, a leading provider of retirement security and investment solutions and a wholly-owned subsidiary of KKR, announced its inclusion in Barron’s annual guide to the 100 Best Annuities, marking the firm’s fourth consecutive appearance in the article. The featured annuities include Fixed Index Annuity Income 150+ SE and ForeStructured Growth II Advisory, a registered index-linked annuity.
Income 150+ is a product that provides strong early income with no market risk. Barron’s highlights the product as a new guaranteed income design that’s hit the market. A key attribute of Income 150+ is that it provides a 20% boost in Withdrawal Base for a client’s guaranteed income.1 Jason Bickler, Co-Head of Individual Markets for Global Atlantic explained the product to Barron’s, saying “If you invest $100,000, right away $120,000 is available to base your guaranteed income on.” The named annuities are issued by Global Atlantic subsidiary Forethought Life Insurance Company.
“We are thrilled to be recognized once again in Barron’s annual guide to the 100 Best Annuities. We are seeing more people prioritizing immediate income-solutions, whether it’s to fund early retirement, cover rising expenses, or simply to have the cash on hand, and we’re proud to offer annuities that meet those evolving needs,” said Emily LeMay and Jason Bickler, Co-Heads of Individual Markets at Global Atlantic. “Global Atlantic is committed to helping provide millions of Americans with innovative solutions that address real life challenges and secure financial futures. Our mission is to make a difference in people’s lives by helping them feel confident about their retirement.”
The product ForeStructured Growth II Advisory annuity was listed in the “Best Registered Index-Linked Annuities (RILAs) for Accumulation: Downside Protection with Upside,” category, specifically for its buffer, floor, trigger rate, and dual directional strategies. It may be for clients seeking a product that provides an element of risk protection with greater upside potential than what is currently available through traditional fixed income options. Individuals are encouraged to work with their financial professional to find solutions that work best for their retirement needs.
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S. and Bermuda. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com.
Note For ForeStructured Growth II: Withdrawals prior to the end of a Strategy Term may have a negative impact on the Strategy Interim Value due to any applicable Withdrawal Charge, negative MVA and prorated Rider Charge, which may be significant
Barron’s Methodology: To help frame the various annuity categories, how they work, and the best offers these days, Barron’s tapped Cannex, an independent research firm specializing in retirement products, as well as company data to compile a list of 100 competitive contracts based on common investor objectives and a set of assumptions, such as an investor’s age and investment size. Because many annuities are designed to last for the long term, only contracts from companies with an AM Best financial-strength rating of A- or above were considered. Each investor’s situation is unique to their goals and circumstances. Each purchaser’s best interests should be considered prior to the purchase of any annuity.
This material is intended to provide educational information regarding either the features and mechanics of the product or for general reference/education and is intended for use with the general public. It should not be considered, and does not constitute, personalized investment advice. The issuing insurance company is not an investment adviser nor registered as such with the SEC or any state securities regulatory authority. It’s not acting in any fiduciary capacity with respect to any contract and/or investment. |
This material is authorized for distribution only when accompanied or preceded by a prospectus and an applicable product brochure for the annuities being offered. The prospectus contains features, benefits, risks, fees, and other information regarding the registered index-linked annuity contract, which should be considered carefully before investing. You should read the prospectus carefully before investing money.
Registered Indexed-linked annuity products are complex insurance and investment vehicles. There is risk of loss of principal. Early withdrawals may be subject to withdrawal charges and a market value adjustment. Please refer to the prospectus for other important information including any risks about the product.
Guarantees provided are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. All guarantees and crediting are dependent on the claims paying ability of the issuer.
ForeStructured Growth II: At the end of the Strategy Term, the contract owner will be notified that they can reallocate Contract Value from an existing Crediting Strategy to one ore more Strategies that are available. If a reallocation request is not received during the Reallocation Period, no reallocation will occur and the contract owner’s current allocation will remain in place for the next Strategy Term. This will occur even if the Crediting Strategy and/or the rate(s) associated with the Crediting Strategy's upside crediting method have changed since the contract owner last selected the Crediting Strategy, in which case the Crediting Strategy may no longer be appropriate for the contract owner’s investment goals. If the contract owner’s reallocation in their current Strategy(ies) is not permitted, Contract Value in the non-permitted Strategy(ies) will be automatically reallocated to the One-Year Fixed Strategy.
ForeStructured Growth II Advisory registered index-linked annuity is issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana. ForeStructured Growth II Advisory is available with Contract A24RILA-SPDA-02 and rider forms FA4131-01, RA24-ROP-01, RA24-PLOCK-01, RA24-MVA-02, ICC14-FL-FIATI, ICC14- FL-FIANC, RA24-FSR-01, RA24IS-PTPCB-02, RA24IS-PTPCF-02, RA24IS-PTPCAF-02, RA24IS-PTPPB-02, RA24IS-PTPTPB-02, RA24IS-PTPTRB-01, RA24-PCA-01, RA24IS-DD-PTPCB-01, RA24IS-DD-PTPTRB-01, RA24IS-DD-PTPTRACB-01, RA24IS-DD-YB-01, RA24-AFW-01. ForeStructured Growth II Advisory is underwritten and distributed by Global Atlantic Distributors, LLC.
Income 150+ SE fixed index annuity is issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana. Income 150+ is available in most states with Contract FA1801SPDA-01 and ICC17-FA1801SPDA-01 and rider forms FA4101-01, ICC17-FA4101-01, FA4106-01, ICC17-FA4106-01, FA4107-01, ICC17-FA4107-01, FA4108-01, ICC17- FA4108-01, FA4109-01, ICC17-FA4109-01, FA4110-01, ICC17-FA4110-01, RA23-WCW-01, ICC23-RA23-WCW-01, FA4111-01, ICC17-FA4111-01, FA4112-02, ICC21-FA4112-02, RA23-GLWB4-01, ICC23-RA23-GLWB4-01, ICC25-RA25-GLWB4-02, RA25- GLWB4-02, FA4115-01, ICC17-FA4115-01, RA22IS-2YP-01, ICC22-RA22IS-2YP-01, RA23-NCW-01, ICC23-RA23-NCW-01, RA23- TIW-01 and ICC23-RA23-TIW-01.
Products, features, and marketing materials are subject to state and firm variations and availability. Read the Contract for complete details.
Global Atlantic is the marketing name for The Global Atlantic Financial Group LLC and its subsidiaries, including Forethought Life Insurance Company and Accordia Life and Annuity Company. Each subsidiary is responsible for its own financial and contractual obligations. These subsidiaries are not authorized to do business in New York.
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1 The Withdrawal Base is used to calculate a client’s lifetime income. It is not part of the contract value or available for withdrawal or death benefit.
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