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Annuity of the Week: Choice Accumulation II (FIA)

Global Atlantic’s Choice Accumulation II (FIA)

Global Atlantic’s Choice Accumulation II (5) is a single premium deferred indexed annuity with a 5-year withdrawal charge period.

  • Minimum Premium:  $25,000
  • Max Issue Age:  85
  • Annual Contract Fee:  n/a
  • Free Withdrawal Amount:  10% starting in year 1
  • Optional Enhanced DB Rider:  7% roll up on DB for 15 years (0.50% annual rider fee)

Fixed Index Strategies

  • 1 Year S&P 500 Annual Point-to-Point: 8.50% 
  • 1 Year S&P 500 Point-to-Point with PERFORMANCE TRIGGER:  6.00%
  • 1 Year PIMCO PARTICIPATION RATE:  120%
  • 2 Year Franklin US Point-to-Point SPREAD:  0.00%
  • 1 Year Fixed Account Strategy:  3.00%

*Not Available in NY, PR, VI

Do you have clients looking for a higher return than a Fixed Annuity (MYGA) or their local bank CD?  Time to get their money off the sidelines.  Give us a call today!  973-435-3784

To see an annuity illustration, e-mail the following details to annuityteam@madisonbrokerage.com:

  • Client name:
  • DOB:
  • Premium:
  • State:
  • Qualified/NQ:

Get Started Today!