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Global Atlantic | How might Secure Act 2.0 impact retirement?

Global Atlantic | How might Secure Act 2.0 impact retirement?

Global Atlantic | How might Secure Act 2.0 impact retirement?
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Secure Act 2.0 was signed into law at the end of 2022, creating dozens of new retirement rules in the process. 

In the latest episode of the Your Thriving Practice podcast, we break it all down. Rebecca Plowman and Jason Berkowitz from the Insured Retirement Institute (IRI) and Global Atlantic’s Bill Crane dig into the key components of the bill. Leverage these insights as conversation starters for your next client meeting.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

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Global Atlantic | How might Secure Act 2.0 impact retirement?

Global Atlantic | OfferYour Clients Guaranteed Lifetime Income From Day One

Global Atlantic | OfferYour Clients Guaranteed Lifetime Income From Day One
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Your clients have saved their whole life for retirement. But persistent market instability and record-breaking inflation can be concerning if they’re planning on using their savings for retirement income. Now may be a good time to review their portfolio.

From day one, Income 150+ SE fixed index annuity offers your clients guaranteed income growth that’ll continue for the rest of their lives. Better yet, Income 150+ SE includes the Income Enhancement Benefit1 for additional income growth benefits available for qualifying healthcare needs.

For more information on Income 150+ SE fixed index annuity, contact us at (833) ASK-GA4U or (833) 275-4248 or visit us at www.globalatlantic.com/professionals.

1 The Income Enhancement Benefit is included at no additional cost and provides 2x the Lifetime Annual Payment for up to five years. The rider must be in force for one year before the benefit can be exercised and can be exercised one time only per contract. The Contract Value must exceed the greater of a) the Minimum Contract Value; and b)the doubled LAP at the time of activation and on each Contract Anniversary in order to exercise/continue the benefit or else it will be terminated. You must meet all eligibility requirements outlined in the rider in order to exercise the benefit, including a 90 day elimination period, certification and recertification of inability to perform two or more Activities of Daily Living (ADLs) for at least 90 consecutive days. ADLs include: Bathing, Continence, Dressing, Eating, Toileting, Transferring. Once a benefit period ends, a new benefit period is no longer available.

The Income Enhancement Benefit is not long-term care insurance and is not intended to replace such coverage. It is referred to as the Annual Payment Accelerator Rider in the contract. Maximum issue age is 75. Not available in California.

Rider must be in force for one year before benefit can be exercised. The Contract Value must exceed the greater of a)the Minimum Contract Value; and b)the doubled LAP at the time of activation on each Contract Anniversary in order to exercise/continue the benefit or else it will be terminated. You must meet all eligibility requirements outlined in the rider in order to exercise the benefit, including a 90 day elimination period, certification and recertification of inability to perform two or more ADLs. Receipt of proof as identified in the waiver riders attached to the annuity contract is required in order to qualify for these benefits.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

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Global Atlantic | How might Secure Act 2.0 impact retirement?

Global Atlantic | Mandatory Training Requirement

Global Atlantic | Mandatory Training Requirement
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Global Atlantic is undergoing a business transformation, which includes updating our product portfolio. On October 17th, we will be transitioning our annuity products from the Choice series to the Fore series and updating Income 150+ SE. These changes require NAIC product training for all financial professionals.

lease make sure that you have completed the appropriate annuity product-specific training prior to submitting the business.

Click the link below, log in and Enter the Product Code. Once you enter the code for the product you will be selling click submit.

  • INC150 – Income 150+ SE Fixed Index Annuity
  • ALLFIA2 – ForeAccumulation II and ForeIncome II Fixed Index Annuities
For more information, contact a Pinnacle Financial Services representative today

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Global Atlantic | How might Secure Act 2.0 impact retirement?

Global Atlantic | Are you missing out on a $700B market?

Global Atlantic | Are you missing out on a $700B market?
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The financial services industry is missing out on $700 billion by not meeting the expectations of women investors.

Our “Women, Wealth & Wisdom” podcast episodes reveal what many women find most frustrating about working with financial professionals — and pinpoint what you can do to help become their trusted resource for financial guidance.

The “Women, Wealth & Wisdom” series is just one part of Your Thriving Practice — a new one-stop destination delivering industry-specific insights and resources that help financial professionals thrive. Bookmark the page and return regularly!

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

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Global Atlantic | How might Secure Act 2.0 impact retirement?

Global Atlantic | Additional States adopt the revised NAIC Suitability Model

Global Atlantic | Additional States adopt the revised NAIC Suitability Model
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Additional states have adopted the National Association of Insurance Commissioners’ revised Suitability in Annuity Transactions model regulation, 

which aligns with the Securities and Exchange Commission’s Regulation Best Interest (REG BI).  For more information on the regulation and its impacts click below.

For more information, contact a Pinnacle Financial Services representative today

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Global Atlantic | How might Secure Act 2.0 impact retirement?

Global Atlantic | Rate Update

Global Atlantic | Rate Update
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