Global Atlantic joins SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location
SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Global Atlantic Financial Group (“Global Atlantic”) in a move that expands SIMON’s annuities platform and digital marketplace for wealth managers with the addition of fixed and fixed indexed annuities issued by Global Atlantic subsidiary Forethought Life Insurance Company.
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Jason Broder, CEO of SIMON, said: “We are thrilled to welcome Global Atlantic, a leader in the annuities industry, to SIMON. Annuities are increasingly gaining traction within well-diversified portfolios because they offer clients a balance of the protection they need with the growth potential they want. We’re looking forward to extending Global Atlantic’s suite of annuity products to the financial professionals and wholesalers using SIMON’s platform, and to differentiating their businesses with SIMON’s leading edge technology.”
With in-depth pre- and post-sale analytics, financial professionals can seamlessly find and explore annuity products and features, run powerful allocation and income analyses, and access product-specific marketing literature—all from directly within SIMON’s interactive platform.
“Global Atlantic is proud to be launching on the SIMON platform and excited about the accessibility it provides for our products,” said Paula Nelson, Global Atlantic’s Head of Retirement. “By incorporating annuity benefits into a holistic client presentation, SIMON makes the financial professionals’ job easier and clearly demonstrates the value of an annuity to clients within the context of their strategy.”
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