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  • Global Atlantic Financial Group


    Income 150+ SE 10


    A Fixed Indexed Annuity with a 10-year surrender period.
    This product is not available in *** *** *** *** *** *** *** *** ***

    Ratings
      A.M. Best :  A   Fitch:  A   Moody's:  A2   Standard & Poor's:  A-  

    Rates
      Current Rates
    xx/xx/xxxx
    Guaranteed
    Minimum Values
     Band $10,000+  Cap Part Rate Bailout Cap Part Rate  
    1 Year Franklin US Index Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year JP Morgan Cross-Asset Strategy Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year Nasdaq-100 Agile 15% PTP Cap   ***    ***    ***   ***   ***   
    1 Year PIMCO Balanced Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year S&P 500 Annual Point-to-Point   ***    ***    ***   ***   ***   
    1 Year S&P 500 Engle 12% VT Index Point-to-Point with Cap   ***    ***    ***   ***   ***   
    1 Year S&P 500 Point to Point with Performance Trigger Trigger: 3.60
     ***    ***   ***   ***   
    2 Year JP Morgan Cross-Asset Strategy Point to Point with PR   ***    ***    ***   ***   ***   
    2 Year PIMCO Balanced Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year Fixed Account   (Rate guaranteed for 1 Year) *.** % *.** %
     Band $100,000+  Cap Part Rate Bailout Cap Part Rate  
    1 Year Franklin US Index Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year JP Morgan Cross-Asset Strategy Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year Nasdaq-100 Agile 15% PTP Cap   ***    ***    ***   ***   ***   
    1 Year PIMCO Balanced Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year S&P 500 Annual Point-to-Point   ***    ***    ***   ***   ***   
    1 Year S&P 500 Engle 12% VT Index Point-to-Point with Cap   ***    ***    ***   ***   ***   
    1 Year S&P 500 Point to Point with Performance Trigger Trigger: 3.85
     ***    ***   ***   ***   
    2 Year JP Morgan Cross-Asset Strategy Point to Point with PR   ***    ***    ***   ***   ***   
    2 Year PIMCO Balanced Point to Point with PR   ***    ***    ***   ***   ***   
    1 Year Fixed Account   (Rate guaranteed for 1 Year) *.** % *.** %

    State Specified Minimum Interest Rate: ****
    Premium Bonus
    - none -

    Policy Notes

    The @annuityname@ is a Single Pre --[ subscription required to view full text ]--
    *** @***********@ ** * ****** ******* ******** ***** ***** ******* **** * @*******@ **** ********* ****** ******, *********:

    • ** *** *********.
    • * ********** ******** ********** ******* (**** ******).
    • * ******* *********.
    • ** ****** *********** ******* (**** *********** ************).

    ****(+): ** ****** ******** ** *** ***** ****** **** (*) ***** ** ******** *****, ** *** ***** ** *** ***** (****) ******** ****, *** ********** **** **** ** ******** ** ********** ***** ** ***% ** *** ******** ****** ** *** ******** *****, ******** *************** *** *** ***********, ****** ***** *** ******* ****.

    Provisions
    Free Look Period: ****
    (Free look period may vary by state)
    Rate Lock Protection: ****
    Bail Out Provision Available: ***
    *** *** ***: ****
    Loan Provision Available: ***
    *** *** ***: ****
    Tax Sheltered: ***
    Market Value Adjustment: ***
    MRD: ***
    Front-End Fee: ***
    Annual Maintenance Fee: ***
    Return of Premium Available: ***
    Death Benefit is: *** ****
    Premiums
      Non-Qual Qualified
    Min Single Premium: **** *******
    Max Single Premium:
    Age < xx: **** *******
    Age > xx: **** *******
    Payroll Deduction: **** ****
    Min Added Premium: **** ****
    Flexible Premiums ******* : ****  
    Min Single Premium Impaired: ****** ******
    Min Single Premium Period Certain: ****** ******
     
    Age Restrictions
      Min Age Non-Qual Qualified
    Owner:   ***** *****
    Annuitant: ***** ***** *****
    Impaired:   ***** *****
    Annuitization Age:   ***** *****

    ***** ***** ***** ****** *** **** * ***** ****** *** ****** ***** ** ******** *** ***** ***** ***** ****** *** **** * ***** ***** ***** ***** ****** *** **** * *****


    Systematic Withdrawals


    Systematic withdrawals are ***** ** *** ****** ****
    *****************: **** ****** **** *****

    **** *** ***** ** $****.**
    *** *** ****** *** $****.**
    **** ***** ******* ***** ******* * ****** ***** ****

    MVA Explanation
    Not available in CA DE

    A Market Value Adj --[ subscription required to view full text ]--
    * ****** ***** ********** ****** ** *** ********* *********** ** *** ********* ***** ** *** ******* ** ******** ** ****** **********. ******* ****** *** ********** ****** ****** ** *********** ** ****** ** *** **** ******* ********** ******. *** *** **** ******* ** ************* ****** *** ********** ****** ****** **** * ********** ****** ***** **** *****.

    Commissions
    Effective date of commission schedule: 10/17/2022
    Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.

    Option A

    Income 150+ SE 10
    Ages 55-80  
    Initial Premium: ****
    Ages 81-85  
    Initial Premium: ****

    Option B

    Income 150+ SE 10
    Ages 55-80  
    Initial Premium: ****
    Trail: Trail years ***+ is *****
    Ages 81-85  
    Initial Premium: ****
    Trail: Trail years ***+ is *****

    Option C

    Income 150+ SE 10
    Ages 55-80  
    Initial Premium: ****
    Trail: Trail years ***+ is *****
    Ages 81-85  
    Initial Premium: ****
    Trail: Trail years ***+ is *****

    Commissions are calculated as a percent of Contract Value in force for policies in the 13th contract month or later and are paid quarterly. For eligible contracts, the trail commission is calculated --[ subscription required to view full text ]--
    *********** *** ********** ** * ******* ** ******** ***** ** ***** *** ******** ** *** **** ******** ***** ** ***** *** *** **** *********. *** ******** *********, *** ***** ********** ** ********** ** * **********, ***** ** ¼ ** *** ********** ********** **** *** ***** *****, ** *** ***** ******** *****. ***** ********** ******** **** *** ** **** ****** *** ******** ** ******* ** ** *** ***** ******* ****.

    ********** ***********
    *********** *** ******* ** ********** **********, ********** ** ******* ********** ******* *** ********. * ********** ********** **** ** ******* ** ******** *****: ** *** ***** **** ***** **** ** * ********** ******* *********** ****. *** ********** ** ***% *** ****** * ******* *. ** *** ******** *** * ******* ** ***** **********, ****** *** **** ********* *** ***** ****, ***** **** ** * ***% ********** ******* *********** ****. *** **********, ********** ** ******** ****, **** ****** ** ***% ********** **********. * ********** ********** **** *** ***** **:
    *) * ******** ******* ************;
    *) * ******** ****** ******* *** ****** ***+ ** ** ********** **;
    *) * **** ********** ****** *** **************** **, ********** **, ****** ***+ **, ** **********;
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    *********** ** *** ********* ***** *** ********* ****’* ***** ** ********** ***********.

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    ****** ***** **** **** ********* ************ *** ******* ** *** ********** *** ****** **** *** ** ** ***** *** ***** *****. *** ******* ** *** ********** **** ******* *** *** **** ** ******** *****-**** (**) **** ***** ****** ***** ****. ** ********** ***** ** **** ** *** **** ** * ******** ***** ******** *** ***** ** ******* *********** ** * ******** ****** ** **** ** *** ** *** **********


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