Global Atlantic / Forethought - Split Annuity Platforms

Published: Wed, 07/12/17

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Hi ,
Global Atlantic / Forethought has announced they are transitioning away from the split (Standard and Elite) platforms. 

The "ELITE" Annuity channel has already transitioned to the new combined forms effective July 8th, 2017.  They'll be transitioning the "STANDARD" Annuity channel on or before September 1st, 2017.

As part of the transitioning, the carrier has allocated new hierarchy forms and compensation schedules that replace the ELITE channel currently. 

PLEASE NOTE:  As with all compensation related forms, your agency will be required to submit copies needed to support@surancebay.com in order to have them allocated for use.

Schedule settings have also been modified to accommodate the new combined Annuity channel.  Please take a moment to setup your new schedule settings.  Unfortunately these new settings didn't match up exactly to the old ELITE channel,  so we weren't able to transition the old schedule settings over to the new ones.  (The NEW settings are reflected in hierarchy rows 1-9)

If you need any assistance, send responses to our Support Team:  support@surancebay.com

Thank you,
SuranceBay Support Team

support@surancebay.com


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