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Global Atlantic Financial Group

Nationwide Secure Growth Annuity 7 Year
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Global Atlantic Financial Group Ratings 

Global Atlantic Financial Group has an A rating from A.M. Best, and a Comdex Score of 75. The below chart lists all of Global Atlantic’s Ratings.

Global Atlantic Financial Group Rating
A.M. Best Rating (15 possible ratings)A (3)
Moody’s (21 possible ratings)A3 (7)
Fitch (21 possible ratings)A (6)
Standard & Poor’s (Financial Strength, 20 Ratings)A- (7)
Comdex (percentile of all rating companies)75

Global Atlantic Financial Group Overview

Global Atlantic Financial Group is a leading U.S. annuity and life insurance company, with a broad range of competitive and innovative products, leading integrated risk and investment management, coupled with a highly experienced leadership team. 

Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent, privately held company in 2013¹. Its success is driven by a unique heritage that combines deep product and distribution knowledge with leading investment and risk management capabilities, alongside a strong financial foundation.

On February 21, 2021, KKR & Co. Inc. (NYSE: KKR) and Global Atlantic Financial Group Limited (“Global Atlantic”), announced the closing of their previously-announced strategic transaction².

Global Atlantic Annuity Quote

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Global Atlantic Company Timeline

  • 2004 – Inception as Goldman Sachs Reinsurance Group
  • 2005 – Acquires Allmerica Life, renames it Commonwealth Annuity and Life
  • 2009 – Acquires First Allmerica Financial Life Insurance Company
  • 2011 – Starts selling annuities through Commonwealth
  • 2013 – Separates from Goldman Sachs and incorporates as Global Atlantic Financial Group Limited
  • 2013 – Acquires AVIVA USA life insurance business line and renamed Accordia Life and Annuity
  • 2014 – Acquires Forethought Life Insurance Company: includes preneed business and annuity businesses built on capabilities acquired from The Hartford
  • 2016 – All products and services branded Global Atlantic

Leadership Team

Allan Levine, Chairman & Chief Executive Officer
Allan Levine, Chairman, and Chief Executive Officer is the co-founder of Global Atlantic. Previously he served as the CEO of the Goldman Sachs Reinsurance Group (GSRG), which became Global Atlantic upon separation from Goldman Sachs in 2013.

Rob Arena, President
As President of Global Atlantic, Rob is highly engaged in the day-to-day management of the business and the company’s overall strategy. Rob has oversight over the company’s individual retirement and life insurance businesses, marketing, operations, and technology. He has more than 25 years of experience in the financial services industry, including leadership of Hartford’s annuity business and President, of Hartford Mutual Funds.

Anup Agarwal, Chief Investment Officer
Anup oversees Global Atlantic’s Investment Office, which includes corporate credit, structured products, commercial real estate, operating assets, and private equity investments. He has more than 20 years of experience in leading investment and research teams. Previously, Anup was Head of Residential, Commercial, and Consumer Loans and Securities at Western Asset Management Company (WAMCO).

Padma Elmgart, Chief Technology Officer
Padma brings 20 years of experience leveraging technology across operational, digital, and investment initiatives to her role as CTO. She has served as a senior Chief Information Officer at Deutsche Bank Americas and previously held various investment, risk, and technology positions with Barclays Capital/Lehman Brothers, JP Morgan Securities, and CitiGroup.

Kim Lee, Chief Financial Officer
Kim joined Global Atlantic as a founding member. As Chief Financial Officer, he is responsible for oversight of the firm’s Accounting, Actuarial, Risk Management, Corporate Development, Tax, and Internal Audit departments. Previously, he worked in Goldman Sachs’ Financial Institutions Investment Banking division. Kim graduated from Brown University summa cum laude.

Paula Nelson, Co-Head, Individual Markets
Paula joined Global Atlantic from Forethought. Previously, she had served as Chief Executive Officer and President of Transamerica Capital, Inc. and Managing Director for AEGON Financial Services Group, Inc., where she was responsible for business development with AEGON’s top institutional business partners in the United States.

Global Atlantic Annuities

Fixed Annuities


» ForeCare

Help your clients defray long-term care costs without destroying savings.

» SecureFore 3

Three-year guaranteed rate schedule with a three-year surrender charge period.

» SecureFore 5

Five-year guaranteed annuity rate schedule with a five-year surrender charge period.

Income Annuity


» ForeCertain

A single-premium income annuity can help clients meet their essential needs by using their savings to purchase a guaranteed income stream. It’s simple and certain.

Index Annuity


» Choice Accumulation II

Choice Accumulation fixed index annuity offers personalized growth potential based on your client’s retirement goals, downside market protection, and an option to leave behind a legacy.

» Choice Income II

Choice Income fixed index annuity goes beyond the traditional interest crediting and protection benefits of a basic fixed index annuity, offering two ways to help grow your clients’ lifetime income, a way to keep growing income while in retirement, and additional income for a qualifying healthcare need.

» Income 150+ SE

Income 150+ fixed index annuity offers benefits to help your clients generate income for retirement and provide additional income for the unpredictable. Early “income boosts” can grow your clients’ income more predictably, while another benefit can provide double income for a qualifying healthcare need.

Global Atlantic Contact Info


Annuity Service Center Phone Number:

(866) 645-2449

Monday-Friday, 8:30 am – 6:00 pm EST

Please make sure you have your Contract number. This is a nine- or ten-digit number assigned to your annuity contract.

Global Atlantic Annuity Login:

Client Login

Mailing Address:

Global Atlantic
One Financial Plaza
755 Main Street, 24th Floor
Hartford, CT 06103

Annuities are issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana. Variable annuities are underwritten and distributed by Global Atlantic Distributors, LLC.

Life Insurance is issued by Accordia Life and Annuity Company, 215 10th St, Des Moines, Iowa; and Preneed life insurance and annuities are issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana.

Reinsurance transactions are entered into by Global Atlantic Re Limited, 19 Par-La-Ville Rd Second Floor, Hamilton, Bermuda, Commonwealth Annuity and Life Insurance Company, or one of their affiliates. 

Reinsurance is placed, where required by applicable law, by Global Atlantic Risk Advisors, L.P., a licensed reinsurance intermediary and subsidiary of Global Atlantic Financial Group Limited.

Global Atlantic Financial Group (Global Atlantic) is the marketing name for The Global Atlantic Financial Group LLC and its subsidiaries, including Accordia Life and Annuity Company, Commonwealth Annuity and Life Insurance Company, Forethought Life Insurance Company, and Global Atlantic Re Limited. 

Each subsidiary is responsible for its own financial and contractual obligations. These subsidiaries are not authorized to do business in New York.

Jason Caudill, MBA

Jason Caudill, MBA

Jason Caudill is President of My Annuity Store, Inc. and has distributed more than $1.5 Billion of annuities during his career. He believes a lack of access to educational materials and annuity products has hindered the widespread adoption of these strategies in the United States. Jason has been a student of annuities since the age of 21 when was an intern for New York Life Insurance Company. His mission is to help change the way annuities are bought and sold.

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