Global Atlantic Featured in Barron’s 100 Best Annuities Guide in Four Categories
“We are honored to be included in Barron’s annual guide to the top annuities for the third straight year. This recognition reflects our commitment to providing innovative and effective retirement solutions that make a difference in people’s lives,” said
The annuities named provide varying consumer value relative to an individual’s personal goals and demonstrate the firm’s strength in retirement options. They range from providing guaranteed income for life to maximizing an individual’s accumulation potential.
- ForeCertain Income Annuity
- ForeIncome II Fixed Index Annuity
- ForeAccumulation II Advisory Fixed Index Annuity
- ForeStructured Growth Registered Index-Linked Annuity
“Our diverse products, highlighted by Barron’s this year, show our dedication to meeting different retirement needs -- from helping individuals grow their wealth to providing a reliable lifetime income in retirement,” said
Annuities Included on Barron’s Annual Guide
ForeCertain Income Annuity provides a predictable, guaranteed income for a period of time or for life with no market risk. The firm’s ForeIncome II Fixed Index Annuity is for clients seeking guaranteed income now-or later- with more protection, steady growth potential, and zero risk from market losses. The ForeAccumulation II Advisory Fixed Index Annuity allows for steady growth potential with zero risk from market losses. Lastly, the ForeStructured Growth Registered Index-Linked Annuity may be for clients to consider who are seeking a product that provides an element of risk protection with greater upside potential than what is currently provided through traditional fixed income options. As it pertains to all of these annuities, each individual’s situation is unique to their goals and circumstances. Individuals are encouraged to work with their financial professional to find solutions that work best for their retirement needs.
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.
About Global Atlantic
This material is intended to provide educational information regarding the features and mechanics of the product 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 |
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
ForeStructured Growth registered index-linked annuity is issued by
ForeAccumulation II Advisory fixed index annuity is issued by
ForeIncome II fixed index annuity is issued by
ForeCertain Income Annuity are issued by
This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding
Taxable distributions (including certain deemed distributions) are subject to ordinary income taxes, and if made prior to age 59½, may also be subject to a 10% federal income tax penalty. Distributions received from a non-qualified contract before the Annuity Commencement Date are taxable to the extent of the income on the contract. Payments from IRAs are taxable in accordance with the normal rules surrounding taxation of payments from an IRA. Early surrender charges may also apply. Withdrawals will reduce the death benefit and any optional guaranteed amounts in an amount more than the actual withdrawal.
If you are investing in a registered index-linked annuity through a tax-advantaged retirement plan such as an IRA, you will receive no additional tax advantage from a (RILA). Under these circumstances, you should only consider buying a (RILA) if it makes sense because of the annuity’s other features.
Products, features, and marketing materials are subject to state and firm availability and variations. Read the Contract for complete details.
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