Retirement Solutions Group, Inc.

Retirement the way YOU want it!

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Forethought - Current Rates
 
(09/28/2009)
 

 REMINDER

Annual Cap with Monthly Averaging and Annual Pt-to-Pt with Cap indexing strategies are no longer available for Income 125.  

  

Rates

Click here to view rates including Secure Income 125.

 

State Availability

ND approved for Secure Income 125.  Click here for current state approval matrix.

 

Commissions for Secure Income 125

Click here to view new General Agent Commission Schedule. 

All reward.  No risk.
7.0% commission ages 0-75 (4.5% ages 76-85)
It's secure because it's Forethought.

All the features you love to sell now on a traditional fixed annuity!

  • 25% Guaranteed Lifetime Income Bonus compounding at 5% at each contract anniversary for the first ten years (Applied to Guaranteed Lifetime Income Account Value.  Not available on cash surrender.  5% growth ends when income benefit is activated.)
  • Optional Increased Death Benefit Guarantee rider available
  • Guaranteed Lifetime Income Options including single or joint life and level or increasing income benefit

Forms and marketing materials are available to view and order online through www.forethought.com. 

 

Issue Date Change to October 1st

Due to month end and quarter end processing, contracts will be issued on Thursday, October 1st.  Commissions will not be affected and will paid out in our normal commission cycle.  Issued contracts and commission reports will be viewable online on Thursday instead of Wednesday

REMINDER - new suitability form required

The Annuity Suitability Questionnaire and Acknowledgement form has been updated in an effort to maximize your protection against suitability claims. This helps ensure clients are provided with annuity products that meet their financial needs.  As of July 1, 2009 all business submitted not including the new form will be pended until the correct one is received. 

The new Annuity Suitability Questionnaire and Acknowledgement form is available online.  Click here to view.  When you place an order for a new business packet, the old suitability form may still be included, however the corrected form will accompany it along with a cover sheet instructing you to use the loose suitbality form and discard the old version.

If you have any questions please contact Annuity Services at 1-877-244-7526, option 1.

This email was sent to: GARY@RSGAGENTS.ORG

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

 
 
 
(09/24/2009)
 
SECURE INCOME 125SM
Offered by Forethought Life Insurance Company
All the features you love to sell now on a traditional fixed annuity
25% Guaranteed Lifetime Income Bonus compounding at 5% at the end of each year for the first 10 years
(Applied to Guaranteed Lifetime Income Account Value. Not available on cash surrender. 5% growth ends when income benefit is activated.)
• 10 year surrender charge
• Optional Increased Death Benefit Guarantee rider available
• Guaranteed Lifetime Income Options including single or joint life and level or increasing income benefit
Click Here for more information

SELLING AGREEMENT

1Commissions reduced by 1.00% in AK, CT, DE, MN, OR, SC, and UT. 2 Available at issue only for annual change for ages 0-75. Secure Income 125sm, issued by Forethought Life Insurance Company, is available in most states with contract FA1001SPDANX-01 and FA1001SPDANXL-01, (certificate series GA1001SPDANX-01, as applicable). State variations may apply. Read the contract for complete details.
For agent use only - NOT intended for soliciting annuity sales from the public



   
 
 
 
 
 
(08/24/2009) 
 

 

 

 

 

 

Commission Changes

Effective 8.18.09

Click here for details.

Click here to view new General Agent Commission Schedule. 

 

 

Rates remain unchanged this week. 

Click here to view current rates.

 

 

No new state approvals this week.

Click here  for current state approval matrix.

LAUNCH DELAY

At Forethought we are committed to keeping the interests of our producers and customers top of mind; therefore, although a difficult decision, we must delay the launch of our new product, Secure Income 125.   Due to unforeseen internal operational challenges, the availability of Secure Income 125 in all states (including the 13 states announced in prior communications) is postponed. 

We anticipate the launch to occur in the near future, so stay tuned for more details.

We apologize for any inconvenience this may cause you.  If you have any questions please contact Annuity Marketing Services at 1-877-244-7526, option 1.

     Enhanced online ordering site launched August 11th!

On Tuesday, August 11th, we launched an enhanced version of our online ordering site.  If you have not logged on yet to www.forethought.com to access Forms and Materials, when you do, you'll be required to accept update your profile.  Updating this information will ensure your confirmation email and shipping information are still current.  This will only be required the first time you access our enhanced ordering site.

If you have any questions regarding the new online ordering site or experience any issues when logging in and searching for forms and marketing materials, please don't hesitate to contact our Marketing Services group at 1-877-244-7526, option 1.

 

REMINDER - new suitability form required

The Annuity Suitability Questionnaire and Acknowledgement form has been updated in an effort to maximize your protection against suitability claims. This helps to ensure clients are provided with annuity products that meet their financial needs.  As of July 1, 2009 all business submitted not including the new form will be pended until the correct one is received. 

The new Annuity Suitability Questionnaire and Acknowledgement form is available online.  Click here to view.  When you place an order for a new business packet, the old suitability form may still be included, however the corrected form will accompany it along with a cover sheet instructing you to use the loose suitbality form and discard the old version.

If you have any questions please contact Annuity Services at 1-877-244-7526, option 1.