Planning Ahead
planning

Move from financial planning to financial doing

Financial planning can feel complex, filled with terms and concepts that are unfamiliar.
 
That’s why, at Global Atlantic, we design life insurance and annuity products that concentrate on your goals. By keeping our focus on your needs, we make it simpler for you and your financial advisor or life insurance professional to identify the products that are right for you.
 
Whether you’re planning for retirement, thinking about life insurance options to protect those you care about, or looking at preneed insurance as a way to help make end-of-life arrangements easier on your family – talk to your advisor or agent today about how Global Atlantic can be part of your financial planning. Our products are designed to support your accumulation, income, protection and legacy goals.

 
Others call it financial planning. I call it creating the future.
Accumulation Accumulation
Accumulation
Income Income
Income
Protection Protection
Protection
Legacy Legacy
Legacy
Accumulation
Accumulation

Accumulation

When thinking about saving for retirement, people often focus on a specific number they need to reach. “How much do I need?” is the primary concern, and that’s certainly important. But there’s another key question: “How do I keep growing my retirement assets as I near and enter retirement?” At Global Atlantic, we design annuity and life insurance products that can help you pursue your accumulation objectives up to — and through — retirement.

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Income
Income

Income

Saving for retirement is the first step. Transforming your assets into the equivalent of a retirement paycheck to fund your needs in retirement is the next. Making your money last as long as you do, keeping up with rising costs, and helping to shield your investments against market declines, these are just a few of the challenges you’ll face as you consider ways to generate income in retirement. At Global Atlantic, we design annuity products to help you plan for these challenges.

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Protection
Protection

Protection

Financial protection can take many forms. Insurance is an important part of protection, but there are other aspects to protecting your financial assets. If something unexpected happens, will your retirement dreams stay on track? Can you pay for medical expenses as you age? At Global Atlantic, we create life insurance and annuity products that can help you protect your family against financial hardship, help shield your retirement assets from market declines, provide for long-term care, and more.

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Legacy
Legacy

Legacy

Legacy planning often becomes an important priority for people when they start to think seriously about financial planning. The challenge is: How do you live your desired lifestyle and leave a lasting legacy? When this question arises, new topics such as debt, taxation, long-term care, funeral and memorial planning and more begin to take center stage. At Global Atlantic, we design products that can help you meet the challenges and make a difference in others’ lives even after you’re gone.

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