Global Atlantic | $68 Trillion Reasons Why you Should be Talking About This

August 19, 2021

Offer your Clients a Guaranteed Legacy Strategy

$68 trillion: That’s how much money is projected to be transferred by 45 million U.S. households to their beneficiaries over the next 25 years.¹ But market swings may impede these legacy plans.

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.

For more information, contact a Pinnacle Financial Services representative today

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

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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