Have Rate Renewals Left You Disappointed and Frustrated?
Have you ever been disappointed by the renewal rate on a Fixed Index Annuity (FIA)?
Are you interested in consistency? If you are, check out ForeAccumulation II. Since its launch eight years ago, 100% of ForeAccumulation II FIA’s rate renewals have matched the rate as of the prior strategy term.1,2,3,4
If you’re looking for ways to adjust the 60/40 retirement strategy, fixed index annuities (FIAs) might present an attractive possibility – and our 100% rate renewal is just another reason why you can have confidence in Global Atlantic. Click the button below to see our rate renewal history for yourself.
* Past performance is not indicative of future results.
1Prior to 8/27/2019 – experience is ForeAccumulation I.
2ForeAccumulation I Clients that lock in a first year rate more favorable than the current rate available at contract issue (due to a rate change to a less favorable rate during processing) will receive their more favorable lock-in rate in their first year. In subsequent contract years, the client will receive the renewal rate aligned with contract effective date. For example, if a client locks in a first year 5.0% cap at submission (but the first year rate for other new issues changes to 4.5% before the actual issue date) then the client will receive 4.5%, not 5.0%, in their renewal year, provided the renewal rates for that contract effective date are not changed before the anniversary.
3ForeAccumulation II Clients that lock in a first year rate more favorable than the current rate available at contract issue (due to a rate change to a less favorable rate during processing) will receive their more favorable lock-in rate in their first year. This more-favorable rate is the rate-lock date rate. In subsequent contract years, the client will receive the renewal rate aligned with rate lock date. For example, if a client locks in a first year 5.0% cap at submission (but the first year rate for other new issues changes to 4.5% before the actual issue date) then the client will receive 5.0% in their renewal year, provided the renewal rates for that rate-lock date are not changed before the anniversary.
4Not all strategies are available in all firms.