Enhanced Death Benefit RMD-friendly playbook

For the certainty of more money to leave behind

Ready to offer your clients the certainty of a guaranteed legacy?

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

Are you meeting your clients' legacy needs?

Just how many Americans are planning to leave an inheritance to their heirs? Might be more than you think. Check out this flyer to see why helping your clients protect their legacy strategy might be good for your practice.

Leaving a guaranteed legacy flyer

Review this flyer for a summary of the optional Enhanced Death Benefit option’s features and benefits. This RMD-friendly strategy guarantees 7% simple interest for up to 15 years.1

The traditional approach to delivering RMDs to your client

Use this example to show your client how RMDs are calculated and the impact to their retirement portfolio.

Show your clients what’s possible with the optional Enhanced Death Benefit

Compare how Global Atlantic can provide a powerful approach to legacy planning.

Don’t let RMDs damage your client’s legacy

Required minimum distributions (RMDs) were not your invention, but you have to deliver the news and manage the backlash if clients are forced to take out money that they want to leave beneficiaries. This flyer will show you how to flip the conversation to a positive one by helping them overcome this issue.

ForeAccumulation Enhanced Death Benefit client video

Share this video with your clients to educate them on ForeAccumulation and the optional Enhanced Death Benefit option.

ForeAccumulation FIA product highlights

Get and share the facts and features about ForeAccumulation with your clients and prospects with this highlight sheet.

Ready to take the next step?

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