Tax-Deferred Annuities

Our tax-deferred annuities program offers a fixed-rate of return for a set number of years*. This program is offered at our Altoona, Johnston and West Des Moines locations.

3 Year: 2.60% APY
5 Year: 3.10% APY

 *This material is intended to provide educational information regarding the features and mechanics of the product and is intended for use with the general public. 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. 

Rates are subject to change. Rates shown are for the No Return of Premium (available in all states where product is available). Please contact your financial professional for current rates. This is an annual effective rate. After the guaranteed rate period, at the beginning of each subsequent Contract Year a renewal rate (guaranteed never to be less than 0.5%) will be declared and guaranteed for one year. You can access your money at any time by making a withdrawal, but you may be subject to a Withdrawal Charge. Withdrawals may also be subject to ordinary income tax, and a 10% IRS penalty may apply to amounts withdrawn prior to age 59½; please discuss taxation issues with a tax advisor. After the first Contract Year, you may withdraw up to 10% of the beginning-of-year Contract Value each year free of charges (except in year of full surrender). State variations apply. Any excess withdrawals will be subject to a Withdrawal Charge based on a five year decreasing surrender charge schedule of 8%, 8%, 7%, 6%, 5%, 0%. 

SecureFore 5 fixed annuity is issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana. Available in most states with contract FA1101SPDA-01 (certificate series GAllOlSPDA-01. as applicable). 

Products and features are subject to state variations and availability. Read the contract for complete details. 

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.

Not a bank deposit. Not FDIC insured. Not insured by any federal agency. No bank guarantee. May lose value. Not a condition of any banking activity.

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