Successful Retirement Income Planning
Webinar Replay: Successful Retirement Income Planning

Hear Wade D. Pfau, Ph.D discuss how different retirement income tools can be combined to build more efficient retirement strategies in a way that best integrates aspects from two retirement planning philosophies: safety-based and probability-based.

Ensuring a legacy despite RMDs
Ensuring a legacy despite RMDs

As clients live longer, could RMDs disrupt plans to leave a legacy? An Enhanced Death Benefit might be the right tool to help keep them on track.

Top 5 client objections to annuities
Top 5 client objections to annuities

Annuities get a bad rap. And your clients probably have some misconceptions about them. Here are a few of those client objections and ways to overcome them.  

Start the LTC conversation
Start the LTC conversation

Helping your clients plan for a long-term care need starts with them understanding the basics. Here are some resources you can share with your clients about LTC.

Income Ready
Are your clients "income ready" for retirement?

With engaging videos, an income calculator, financial professional workshops and client resources, IncomeReady.com will help you jump-start the conversation with your clients.

The rule of 100
The rule of 100

As your clients age, bonds have always been the go-to “income” play for adding stability to a retirement strategy. Could FIAs also play a role?

Can Retirees Really Spend Less In Retirement?

Can Retirees Really Spend Less In Retirement?

Webinar replay: Virtual Advisor Crash Course
Webinar replay: Virtual Advisor Crash Course

Got 27 minutes? Learn how to use Zoom, WebEx or Skype for better client meetings with the Virtual Advisor Crash Course webinar.

Barron's Top 100 Annuities
In a sea of annuities, ours have risen to the top.

Barron’s mentions our annuities eight times on their best annuities for 2020 list. Read the article to see why. And check out our annuities that made the list.

Webinar replay: The Fragile Decade
Webinar replay: The Fragile Decade

The “fragile decade” – the 5 years before and 5 years after retirement – is when your clients need you most. Watch this informative webinar for tips to help guide your clients through this time.

Protection
Help your clients “protect” their largest asset

Longevity and market volatility are the enemies of your client’s retirement portfolio. What steps can your clients take to make it last as long as they do? 

Retirement isn't a finish line - it's a milestone
Retirement isn't a finish line - it's a milestone

For older, more conservative clients, finding a balance between continued growth potential and asset protection can be a tricky task.

A long-term care story
A long-term care story

Meet Clara and Wade and see how they evaluated their options to pay for long-term care should something unexpected happen.

How women shape retirement planning

How women shape retirement planning

Down market client conversations
Down market client conversations (awkward!)

The word “recovery” never sounds good as a strategy after a market dip. But what if your client didn’t have to recover? “Growth opportunities” might be better words.

Need help?

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This material is intended to provide educational information and is intended for broker-dealer use only. It should not be considered, and does not constitute, personalized investment advice. The issuing insurance company is not an investment adviser nor registered as such with the SEC or any state securities regulatory authority. It’s not acting in any fiduciary capacity with respect to any contract and/or investment.

Guarantees are based on the claims-paying ability of Forethought Life Insurance Company and assume compliance with the product’s benefit rules, as applicable.

Variable annuities are sold by prospectus. The prospectus contains investment objectives, risks, fees, charges, expenses, and other information regarding the variable annuity contract and the underlying investments, which should be considered carefully before investing. Instruct your clients to read the prospectus, which can be obtained by calling 866-645-2449, before investing money.

Annuities are issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana. Variable annuities are underwritten and distributed by Global Atlantic Distributors, LLC.

Global Atlantic Financial Group (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, including Forethought Life Insurance Company and Accordia Life and Annuity Company. Each subsidiary is responsible for its own financial and contractual obligations. These subsidiaries are not authorized to do business in New York.

FOR BROKER/DEALER USE ONLY. NOT FOR USE WITH THE PUBLIC.

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