Farrelly brings more than 20 years of experience in annuity distribution
Global Atlantic, a leading provider of retirement security and investment solutions and a wholly-owned subsidiary of KKR, announced that Dan Farrelly has joined the company as Head of Independent Marketing Organization (IMO) and Independent Broker-Dealer (IBD) Channels.
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Farrelly brings more than 20 years of experience in annuity distribution across the bank, broker-dealer and IMO channels. He will be based in New York City and will lead Global Atlantic’s relationships across the IMO and IBD channels, working closely with distribution partners to identify opportunities for growth and expand access to Global Atlantic’s retirement strategies.
The independent distribution channels served by IMOs and IBDs represent a significant segment of the U.S. annuity market, with independent agents and independent broker-dealers accounting for more than $200 billion in annuity sales in 2025, according to LIMRAi. As more individuals look for ways to create greater financial security in retirement, Global Atlantic is focused on strengthening its presence across these channels to help financial professionals meet the evolving needs of their clients. Farrelly’s appointment reflects that continued commitment.
“Dan brings deep experience building and leading distribution businesses and a strong understanding of the IMO and IBD channels,” said Emily LeMay and Jason Bickler, Co-Heads of Individual Markets at Global Atlantic. “As we continue to grow our Individual Markets business, Dan’s experience will be valuable as we expand our presence across these channels and support our distribution partners. We’re pleased to welcome him to the team and know his leadership will be an asset as we continue to strengthen our capabilities and deliver greater value to our distribution partners and policyholders.”
“I’m excited to join Global Atlantic at an important time for the IMO and IBD channels,” said Farrelly. “The opportunity across independent distribution is incredibly compelling, and Global Atlantic brings the insurance expertise, retirement focus and commitment to innovation to make a real difference for our partners and their clients. We can bring new ideas and differentiated offerings to the market, deepen our partnerships and grow together.”
Most recently, Farrelly served as Head of Annuity Distribution at Prosperity Life Group. Prior to Prosperity Life Group, he served as SVP, Head of Bank & Broker-Dealer Channels at Fidelity & Guaranty Life, where he helped build the company’s bank and broker-dealer channel. Earlier in his career, he held roles at Athene USA and Fidelity & Guaranty Life, as well as AXA Equitable, where he began his career. Farrelly holds a bachelor’s degree in economics from Skidmore College.
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