Monday, June 14, 2010

NEW - Secure Bonus 115 Plus!

 

 

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We want to be your choice for preneed, senior market life insurance and annuities, in planning for everything from retirement to end-of-life needs.  If you have suggestions on helping us earn your business and achieve that goal, please contact Michael H. Ebmeier,

SVP of Marketing Mike.Ebmeier@forethought.com (317-223-2725).  Thank you.

 

State Availability
Including Secure Bonus 115 Plus
Click here for current state approval matrix. 

Rates 
Including Secure Bonus 115 Plus
Click here to view current rates.


New Commission Schedule
Click here to view the new commission schedule effective 6.8.10. 


New Secure Bonus 115+ 
Marketing Materials

(Click below to view)

New-SB115+Banner 

Forethought is pleased to announce the expansion of our Forethought Future Income Solutions product series with a new fixed annuity design - Secure Bonus 115 PlusSM.  This product offers all of the features found on the Secure Bonus 115 product, including the 15% income bonus, with the addition of a 3% interest rate bonus in the first contract year designed to boost the contract value early.  The initial launch will include a limited number of states.

PRODUCT FEATURES:

  • 3% first-year-only annual interest rate bonus earned on the Contract Value
  • 2% interest rate for fixed account on all bands
  • GA (street level) commissions 7.0% ages 0-75; 4.5% ages 76-85

IMPORTANT DATES:

  • First issue Wednesday June 23, 2010 for the following states: AZ, FL, GA, NC, SC, TN, TX and VA.
  • Marketing materials and forms available on our web site and orderable online today, June 11, 2010. 

 REMINDER - JUNE PRODUCT CHANGES

 


CHANGES EFFECTIVE FOR ALL APPLICATIONS RECEIVED 6.8.10 & LATER

 

Index Bonus 115:

  • Monthly Point-to-Point with Cap increasing to 2.60% (ultra band); 2.35% (high band); 2.10% (low band)
  • Annual Point-to-Point with Cap interest crediting strategy available with caps at 6.25% (ultra band); 6.00% (high band); 5.50% (low band)
  • GA (street level) commissions 7.5% ages 0-75; 5.0% ages 76-85

Secure Bonus 115:

 

  • Fixed account rates increasing to 2.50% for all bands
  • GA (street level) commissions 7.0% ages 0-75; 4.5% ages 76-85

CHANGES EFFECTIVE FOR ALL APPLICATIONS RECEIVED 6.22.10 & LATER

 

Income 125:

  • Monthly Point-to-Point with Cap increasing to 2.60% (ultra band); 2.35% (high band); 2.10% (low band)
  • GA (street level) commissions 7.0% ages 0-75; 5.0% ages 76-85
  • Product availability will continue with no future plans to eliminate offering

Secure Income 125:

 

  • GA (street level) commissions 7.0% ages 0-75; 5.0% ages 76-85
  • Product availability with continue with no future plans to eliminate offering

 

COMMISSION REMINDER: The Index Bonus 115 and Secure Bonus 115 rates effective on 6.8.10 and the Income 125 and Secure Income 125 rates effective on 6.22.10 supersede all previously communicated commission rates and bonuses.

 

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This email was sent to: JESSE@SCHAEFERFINANCIALGROUP.COM

This email was sent by: Forethought Financial Group, Inc.
Corporate Office, 300 N Meridian, Suite 1800, Indianapolis, IN 46204



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