ForeRetirement IV
planning
Overview

ForeRetirement is available in three share classes, B, C and I. The share classes differ in the fees, duration of the surrender charge period and how the sales charges are structured.

ForeRetirement B- and C-Share Overview
ForeRetirement I-Share Overview

 
Investment Options

 

Managed Risk

  • American Funds Managed Risk Asset Allocation Fund
  • Global Atlantic American Funds® Managed Risk Portfolio
  • Global Atlantic Balanced Managed Risk Portfolio
  • Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
  • Global Atlantic Franklin Dividend and Income Managed Risk Portfolio
  • Global Atlantic Goldman Sachs Dynamic Trends Allocation Portfolio
  • Global Atlantic Growth Managed Risk Portfolio
  • Global Atlantic Moderate Growth Managed Risk Portfolio
  • Global Atlantic PIMCO Tactical Allocation Portfolio
  • Global Atlantic Select Advisor Managed Risk Portfolio
  • Global Atlantic Wellington Research Managed Risk Portfolio


Asset Allocation

  • American Funds Asset Allocation Fund
  • BlackRock Global Allocation V.I. Fund 
  • Franklin Income VIP Fund


Large Cap Equity

  • American Century VP Value Fund
  • American Funds Growth Fund
  • BlackRock S&P 500 Index V.I. Fund
  • Franklin Rising Dividends VIP Fund
  • MFS® Growth Series
  • Putnam VT Equity Income Fund


Mid Cap Equity

  • American Century VP Capital Appreciation Fund
  • Calvert VP S&P MidCap 400 Index Portfolio
  • MFS® Mid Cap Growth Series
  • MFS® Mid Cap Value Portfolio
  • Oppenheimer Discovery Mid Cap Growth Fund/VA


Small Cap Equity

  • Calvert VP Russell 2000 Small Cap Index Portfolio
  • MFS® Blended Research Small Cap Equity Portfolio
  • Oppenheimer Main Street Small Cap Fund®/VA
  • Putnam VT Small Cap Value Fund


International/Global

  • American Funds Global Growth Fund
  • American Funds New World Fund
  • Calvert VP EAFE International Index Portfolio
  • Goldman Sachs International Equity Insights Fund1


Fixed Income

  • BlackRock Total Return V.I. Fund
  • Calvert VP Investment Grade Bond Index Portfolio
  • Templeton Global Bond VIP Fund
  • Goldman Sachs High Quality Floating Rate Fund
  • Invesco V.I. Government Money Market Fund
  • Lord Abbett Series Fund Bond Debenture Portfolio
  • Lord Abbett Series Fund Short Duration Income Portfolio
  • PIMCO International Bond Portfolio (U.S. Dollar-Hedged)2
  • PIMCO Total Return Portfolio
 

Alternative Investments

  • Invesco V.I. Global Real Estate Fund
  • PIMCO CommodityRealReturn® Strategy Portfolio
  • PIMCO Real Return Portfolio

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1Name change effective April 23, 2018. Formerly known as the Goldman Sachs Strategic International Equity Fund.
2Name change effective July 30, 2018. Formerly known as PIMCO Foreign Bond Portfolio (U.S. Dollar-Hedged). 
 

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 SEC or any state securities regulatory authority. It’s not acting in any fiduciary capacity with respect to any contract and/or investment.


Variable annuities are sold by prospectus. The prospectus contains investment objectives, risks, fees, charges, expenses, and other information regarding the variable annuity contract and the underlying investments, which should be considered carefully before investing money. You can obtain a prospectus from your financial advisor or by clicking here.

ForeRetirement IV (B-Share) is a flexible premium variable annuity issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana: FL-FPVA-12, FL-FPVA-12CA, FL-FPVA-12CT, FL-FPVA-12FL, FL-FPVA-12MT, ICC12-FLICVA. ForeRetirement is underwritten and distributed by Global Atlantic Distributors, LLC.

ForeRetirement IV (C–Share and I-Share ) are flexible premium variable annuities issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana: FL-FPVA-NCDSC-12, FL-FPVA-NCDSC-12CA, FL-FPVA-NCDSC-12CT, FL-FPVA-NCDSC-12FL, FL-FPVA-NCDSC-12MT, ICC12-NCDSC-FLICVA. ForeRetirement is underwritten and distributed by Global Atlantic Distributors, LLC.

The investment options listed have certain associated risks. For more information about these risks, and to learn more about each investment option’s investment objective, charges and expenses, please refer to the prospectus.

Prospectus and Literature

You can download electronic versions of the prospectus, statement of additional information, literature and more.

View the ForeRetirement VA Prospectus and underlying fund prospectuses for B- and C-Share

View the ForeRetirement VA Prospectus and underlying fund prospectuses for I-Share

 

ForeRetirement VA Client Brochure

Down​​loa​d​ PDF

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