Global Atlantic Financial Group

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Global Atlantic Financial Group Company Profile

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 2013. 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.

Global atlantic financial group logo company profile page my annuity store inc.

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 incorporating 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

Global Atlantic Financial Group Ratings

Global Atlantic Financial Group has an A rating from A.M. Best as and maintains high financial ratings from other third party insurance company rating agencies. The below chart lists their ratings from all four of the primary rating agencies as well as their Comdex Score.

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

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 for 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 The Hartford’s annuity business and President, Hartford Mutual Funds. 

Anup AgarwalChief 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 LeeChief 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 NelsonCo-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

» 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 rate schedule with a five-year surrender charge period.

» 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.

» Choice Accumulation II

Choice Accumulation fixed index annuity offers personalized growth potential based on your clients’ retirement goals, downside market protection and an option to leave behind a legacy.1

» 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.2

» 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”3 can grow your clients’ income more predictably, while another benefit can provide double income for a qualifying healthcare need.2

Global Atlantic Contact Information

Annuity Service Center: Monday-Friday, 8:30am – 6:00pm EST

Global Atlantic Phone Number: (866) 645-2449

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

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.

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Kiara Caudill

Kiara Caudill

I spent the first 10 years of my career as a clinical mental health therapist and I saw firsthand that finances play a large role in one’s happiness. A good financial plan is not only important to your financial health it’s also important to your mental health. I approach financial planning from a behavioral finance perspective using a goals-based approach. Kiara holds a B.A. Degree in Psychology from Goshen College and an M.A. in Clinical Mental Health Counseling from Valparaiso University.

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We are financial planners based in Fishers, Indiana. We are annuity experts and specialize in helping pre-retirees (and those already enjoying it) make the transition from accumulation to distribution in retirement.

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