Draft:Peace Of Mind Wealth Management

New York Life Announces Strong 2020 Financial Results Underscoring Company’s Enduring Financial Strength

Retrieved on: 
Tuesday, March 16, 2021

Headquartered in New York City, New York Lifes family of companies offers life insurance, retirement income, investments and long-term care insurance.

Key Points: 
  • Headquartered in New York City, New York Lifes family of companies offers life insurance, retirement income, investments and long-term care insurance.
  • New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies**.
  • Life Insurance Company of North America is not authorized in New York and does not conduct insurance business in New York.
  • Note: New York Life or the company can refer either separately to the parent company, New York Life Insurance Company (NYLIC), or one of its subsidiaries, or collectively to all New York Life companies, which include NYLIC and its subsidiaries and affiliates, including New York Life Insurance and Annuity Corporation (NYLIAC), NYLIFE Insurance Company of Arizona (NYLAZ), Life Insurance Company of North America (LINA), and New York Life Group Insurance Company of NY (NYLGICNY).

Nationwide Announces Launch of Nationwide New Heights® Select Fixed Indexed Annuity

Retrieved on: 
Monday, March 8, 2021

"Nationwide New Heights Select fixed indexed annuity has been enhanced to provide pre-retirees with greater growth potential and principal protection at a time when they need it the most, while also providing a guaranteed source of retirement income they can't outlive."

Key Points: 
  • "Nationwide New Heights Select fixed indexed annuity has been enhanced to provide pre-retirees with greater growth potential and principal protection at a time when they need it the most, while also providing a guaranteed source of retirement income they can't outlive."
  • Annexus is the leading independent product development provider of fixed indexed annuities, indexed universal life insurance and index-based wealth management solutions.
  • Nationwide New Heights fixed indexed annuities are issued by Nationwide Life and Annuity Insurance Company, Columbus, Ohio.
  • Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide New Heights, New Heights, Nationwide High Point 365 and High Point 365 are service marks of the Nationwide Mutual Insurance Company.

Pacific Life Launches “The Wave Strength” Podcast

Retrieved on: 
Tuesday, January 26, 2021

Pacific Life today announced, The Wave Strength, a new podcast series dedicated to the latest trends and solutions in the world of pensions and retirement plans.

Key Points: 
  • Pacific Life today announced, The Wave Strength, a new podcast series dedicated to the latest trends and solutions in the world of pensions and retirement plans.
  • Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.
  • Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.
  • Insurance products are issued by Pacific Life Insurance Company (Newport Beach, CA) in all states except New York and in New York by Pacific Life & Annuity Company.

SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform

Retrieved on: 
Monday, November 9, 2020

SIMON Annuities and Insurance Services LLC (SIMON) today announced a new partnership with Global Atlantic Financial Group (Global Atlantic) in a move that expands SIMONs annuities platform and digital marketplace for wealth managers with the addition of fixed and fixed indexed annuities issued by Global Atlantic subsidiary Forethought Life Insurance Company.

Key Points: 
  • SIMON Annuities and Insurance Services LLC (SIMON) today announced a new partnership with Global Atlantic Financial Group (Global Atlantic) in a move that expands SIMONs annuities platform and digital marketplace for wealth managers with the addition of fixed and fixed indexed annuities issued by Global Atlantic subsidiary Forethought Life Insurance Company.
  • View the full release here: https://www.businesswire.com/news/home/20201109005792/en/
    Jason Broder, CEO of SIMON, said: We are thrilled to welcome Global Atlantic, a leader in the annuities industry, to SIMON.
  • Global Atlantic is proud to be launching on the SIMON platform and excited about the accessibility it provides for our products, said Paula Nelson, Global Atlantics Head of Retirement.
  • Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.

Global Atlantic Announces Annuity Reinsurance Transaction With Great American Life Insurance Company

Retrieved on: 
Monday, October 26, 2020

Global Atlantic Financial Group Limited (Global Atlantic) , a leading U.S.-focused retirement, life insurance and reinsurance company, today announced the execution of a $5.7 billion fixed and fixed-indexed annuity reinsurance transaction with American Financial Groups affiliate, Great American Life Insurance Company (Great American).

Key Points: 
  • Global Atlantic Financial Group Limited (Global Atlantic) , a leading U.S.-focused retirement, life insurance and reinsurance company, today announced the execution of a $5.7 billion fixed and fixed-indexed annuity reinsurance transaction with American Financial Groups affiliate, Great American Life Insurance Company (Great American).
  • Global Atlantic will leverage the third-party capital benefits of the previously announced Ivy Co-Investment Vehicle LLC to co-invest in the transaction alongside Global Atlantics subsidiaries.
  • Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.
  • Global Atlantic Financial Group (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, including Accordia Life and Annuity Company, Commonwealth Annuity and Life Insurance Company, Forethought Life Insurance Company and Global Atlantic Re Limited.

Barron’s Names Global Atlantic Annuities Among 100 Best Annuities

Retrieved on: 
Tuesday, July 21, 2020

Global Atlantic Financial Group , a leading U.S.-focused retirement, life insurance and reinsurance company, today announced its inclusion in the annual Barrons list of the Best Annuities .

Key Points: 
  • Global Atlantic Financial Group , a leading U.S.-focused retirement, life insurance and reinsurance company, today announced its inclusion in the annual Barrons list of the Best Annuities .
  • Our fixed and fixed index annuities, issued by Forethought Life Insurance Company, were recognized by Barrons in multiple categories, highlighting our Immediate and Deferred Income Annuities, Fixed Annuities and Fixed-Indexed Annuities.
  • In July, A.M. Best reaffirmed an FSR of A (Excellent Third highest of 13) for Global Atlantics insurance companies.
  • Global Atlantic Financial Group (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, including Accordia Life and Annuity Company, Commonwealth Annuity and Life Insurance Company, Forethought Life Insurance Company and Global Atlantic Re Limited.