Global Atlantic to Require eApplications for FIA Products Effective 12/30/2024
As part of our commitment to becoming a digital-first company, Global Atlantic transitioned to an eApplication-only process for our SecureFore Fixed Annuity product in 2023.
Thanks to your support, this transition improved the experience for you and your clients.
Today, we’re pleased to inform you that we’re taking the next step in our digital journey as we work to improve speed and ease of doing business for you and your clients.
Effective December 30, 2024, Global Atlantic will only accept electronic applications for our suite of Fixed Index Annuity (FIA) products: ForeAccumulation II, ForeIncome II, and Income 150+ SE (inclusive of FIA advisory products). Note that we will continue to accept paper applications through March 31, 2025, to support this transition with minimal business disruption.
Nearly 90% of FIA business is already being submitted electronically and we are committed to supporting you through this transition:
- We will continue to support business you submit through your firm’s order entry platform. (Paper applications for transactions not supported on an order entry platform will be allowed, just as we allow for SecureFore Fixed Annuity.)
- If you have clients who prefer to sign a paper application, you can simply fill out the eApplication, print it, and have the client sign. You can then upload and electronically submit it.