Accumulation playbook

Growth potential with the certainty of no market losses

Here’s your accumulation playbook

Get the ball rolling with these resources to show your clients how they could use a portion of their portfolio to add more certainty to their retirement strategy.

How rising rates affect a 60/40 portfolio

Should rising rates lower expectations when it comes to the performance of a 60/40 portfolio? We looked back at 80 years of data to find out. Share this flyer with your clients to illustrate the risk of fixed income during a period of rising rates and to spark conversations about products designed to manage this risk.

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Case study: Seeking growth when the risks are greater

Show your customers an accumulation strategy in action with a case study: At 55, “Ben” is planning to retire in 10-12 years, still wants to grow his money, but also wants to reduce his market risk. Does this strategy exist?

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ForeAccumulation FIA rate renewals flyer

View ForeAccumulation’s annual rate renewal percentages.

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Show your clients what’s possible with ForeAccumulation FIA

Review an illustration to see the growth potential of our ForeAccumulation FIA.

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For your specific client’s needs:

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ForeAccumulation FIA product highlights

Consider getting and sharing the facts and features about ForeAccumulation with your clients and prospects with this highlight sheet.

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As one portion of their retirement strategy, a ForeAccumulation II fixed index annuity can give your clients growth potential without any worrisome down market losses.

ForeAccumulation FIA offers

Personalized growth potential

Your clients choose their own interest crediting strategy for growth potential.

Locked-in gains

Any positive gains are locked in at the end of the strategy term.

Zero market losses

Their contract value won’t decrease due to negative performance

Ready to take the next step?

Global Atlantic’s suite of products can help you meet all of your clients’ unique needs.

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