SecureFore 5

 

Need to Know

Who: Clients age 0-85

Benefit: Clients receive a guaranteed interest rate schedule for the initial five years.

Min. issue: $10,000

Max. issue: $1 million 0-80; $500,000 81-85

Surrender charge period: Five years

 

Secure savings, secure retirement

SecureFore 5 fixed annuity offers clients an attractive combination of appealing rates and crediting predictability. The product features a guaranteed interest rate schedule for the duration of a five-year surrender charge period. After the guaranteed rate period expires, a new interest rate will be declared and guaranteed for one year.

 

 

 

Marketing Resources

Client Brochure

 

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Product Details Flyer

 

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Products

 

Guarantees are based on the claims-paying ability of Forethought Life Insurance Company.

Products and optional features are subject to state and firm availability. State variations may apply.

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.

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 IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult your tax or legal counsel for advice.

Global Atlantic Financial Group (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited 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.

SecureFore fixed annuities are issued by Forethought Life Insurance Company, 300 North Meridian Street, Suite 1800, Indianapolis, Indiana. Available in most states with contract FA1101SPDA-01 (certificate series GA1101SPDA-01, as applicable).

Products and features are subject to state variations and availability. Read the Contract for complete details.

FOR PRODUCER USE ONLY. NOT FOR USE WITH THE PUBLIC.

Not a bank deposit Not FDIC/NCUA insured Not insured by any federal government agency No bank guarantee May lose value Not a condition of any bank activity

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