Global Atlantic Financial Group - Leaders Insights Spring 2020 | Page 2

Introducing Design Design Hub Hub Introducing Client-focused advanced planning presentations at your fingertips Client-focused advanced planning presentations at your fingertips Now you can take your client presentations to the next level with Now you can take your client presentations to the next level with Global Atlantic’s exclusive groundbreaking marketing tool — Design Hub. Global Atlantic’s exclusive groundbreaking marketing tool — Design Hub. In just minutes, Design Hub simplifies advanced planning scenarios for your clients, in ways that apply In just minutes, Hub simplifies advanced planning scenarios for your clients, in ways that apply directly to their Design circumstances. directly to their circumstances. Instantly generate customized presentations on key topics, including: Instantly generate customized presentations on key topics, including: 2017 Tax Act Opportunities to fund Life insurance: • Creating a Legacy Floor 2017 Tax Act Opportunities to fund Life insurance: • Creating a Legacy Floor • Low Tax-Cost Corporate Dollars • Making Lifetime Gifts • • Low Tax-Cost Corporate Dollars • Making Lifetime Gifts Savings from §199A Deduction • Maximizing an IRA under the • • Savings from Accumulated §199A Deduction Funds from Earnings • Maximizing an IRA under the Secure Act • Funds from Accumulated Earnings Secure Act • Creating a Buy-Sell Plan • Creating a Buy-Sell Plan • Equalizing an Estate • Equalizing an Estate The presentations tailored to your client include: The presentations tailored to your client include: • A customized PowerPoint • A customized PowerPoint • Charts, graphs and ledgers that compare the benefits • Charts, and ledgers that without compare — the to heirs graphs of planning with — and life benefits insurance to heirs of planning with — and without — life insurance Simple charts Simple charts to help explain to complicated help explain complicated scenarios scenarios Side by side Side by side comparison comparison of benefits of benefits Stay tuned for additional Design Hub presentations, Stay tuned for additional Design Hub presentations, including planning with Foreign Nationals, coming soon! including planning with Foreign Nationals, coming soon! For any questions, or help using Design Hub, contact Advanced Markets For any questions, or help using Design Hub, contact Advanced Markets at [phone], option 2, or [email protected]. at [phone], option 2, or [email protected]. Global Atlantic Financial Group (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, including Accordia Global Financial Group (Global Atlantic) is the marketing name Company, for Global Forethought Atlantic Financial Group Limited and its including Accordia Life and Atlantic Annuity Company, Commonwealth Annuity and Life Insurance Life Insurance Company and subsidiaries, Global Atlantic Re Limited. Each Life and Annuity Company, and Life Insurance Company, Forethought Company and Global Atlantic subsidiary is responsible for Commonwealth its own financial Annuity and contractual obligations. These subsidiaries are Life not Insurance authorized to do business in New York. Re Limited. Each subsidiary is responsible for its own financial and contractual obligations. These subsidiaries are not authorized to do business in New York. FOR PRODUCER EDUCATION AND REFERENCE ONLY. NOT FOR USE WITH THE PUBLIC. FOR PRODUCER EDUCATION AND REFERENCE ONLY. NOT FOR USE WITH THE PUBLIC. AM2146 (01-20) © 2020 Global Atlantic AM2146 (01-20) © 2020 Global Atlantic