Consider Income 150+ SE

Income 150+ is a fixed index annuity that offers your clients three ways to boost their lifetime income potential – beginning with a 20% income boost to the withdrawal base on day one!

Ready to give your clients a boost?

Effective November 8, 2021, the Lifetime Withdrawal Percentages on Income 150+ SE fixed index annuity will increase by 20 bps (0.20%). Global Atlantic is committed to offering products with compelling benefits at reasonable costs, so we routinely review all products, features, and associated fees and charges. This is for new business only, as in-force contracts are not affected.

With this change, Income 150+ continues to strive to deliver features and benefits that are top-tier in the industry for investors seeking to build a reliable source of income for retirement.

NAIC Training
A revised version of the NAIC training will be available on November 8, 2021. Financial professionals who have previously completed NAIC Income 150+ SE training will not be required to retake the training. The NAIC code will remain the same.

Marketing Materials
Marketing materials will be updated and available on November 8, 2021.

New Business

• All applications issued on or before November 5, 2021, will receive the prior lifetime withdrawal percentages.
• Applications issued on or after November 8, 2021, will receive the new lifetime withdrawal percentages.
• An updated disclosure document will be available with the new lifetime withdrawal percentages. The older disclosure form will not be accepted for business received on or after December 8, 2021.

Give your clients greater certainty for their legacy strategy. Talk to them about a Choice Accumulation II fixed index annuity with an optional Enhanced Death Benefit (EDB). The EDB guarantees 7% simple growth annually for up to 15 years on your clients’ “leave behind money,” no matter which way the markets swing.²

If you have any questions, please contact your IMO, visit globalatlantic.com/imo or call the sales team at (855) 44-SALES (447-2537), option 1.

¹ U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth, Cerulli Private Wealth.

²The optional Enhanced Death Benefit is available at an annual cost of 0.50%, assessed at the end of the contract year, based off of the Enhanced Death Benefit amount. The benefit is comprised of a guaranteed roll-up of 7.00% simple interest for 15 years based off of premiums, less withdrawals. All withdrawals will reduce the benefit. A minimum issue age of 0 and maximum age of 75 applies. If death occurs prior to the 15th contract anniversary, the EDB will stop growing.

Protected Lifetime income?

More moneyh to leave behind?

Down market losses close to/in retirement. Running out of money. A health setback exhausting retirement savings. An unpredictable legacy. Whatever your clients feel uncertain about, see how they can add greater certainty to their retirement strategy using just a portion of their portfolio.