BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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      • Social Security Webinar
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      • Federal Benefit Kit
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      • Dead Doctors Don't Lie
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    • Free Consultation
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Global Atlantic ForeAccumulation II Index Annuity
Index annuity focused on asset accumulation potential through a premium enhancement and seven interest accounts.
Resources
Annuity Reviews
How Annuties work
Popular Index Lookup
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  • Product Brochure
  • Company Website​
Sample Hypothetical Illustrations
Request SAMPLE
With 10% Premium Bonus and Lower Rates
With NO Premium Bonus and Higher Rates
These hypothetical illustrations differ by state and date.
Linked Indices
  • BlackRock iBLD Diversa® VC7 ER Index Website
  • BlackRock iBLD Diversa® VC7 ER Index Brochure
  • MSCI EAFE Index Website
  • MSCI EAFE Index Brochure
  • PIMCO Balanced Index Website
  • PIMCO Balanced Index
  • Franklin US Index Website
  • Franklin US Index Brochure
  • S&P 500® Index Website
  • S&P 500® Index Brochure
  • J.P. Morgan Cross-Asset Strategy Index Website
  • J.P. Morgan Cross-Asset Strategy Index Brochure
Crediting Strategies
  • One-Year Point-to-Point with Cap Flyer
  • One-Year Point-to-Point with Participation Rate Flyer
  • One-Year Point-to-Point with Performance Trigger Flyer
  • Point-to-Point with Locked Cap Interest Crediting Strategy
  • ​Two-Year Point-to-Point with a Spread Flyer

BIRDSEYE LINKS
  • Schedule an Appointment
  • Online Meeting
  • SECURE UPLOAD (for documents)
  • Retirement Analyzer (Client Login)
  • Client Resource Page
  • ​Phone App
Service Forms
  • ​Partial Withdrawal Form (2024)
  • Systematic Withdrawal Form (2024)
  • RMD Request Form (2024)
  • Direct Deposit Change Form
  • IRS W-4R Tax Form 
  • OTHER FORMS (Global Website)
  • Thank You Document
PAST ILLUSTRATIONS / DISCLOSURES (WA State)
  • 10% Bonus Illustration (12-19-24) / Disclosure
  • NO bonus Illustration (12-19-24) / Disclosure
​​
  • 12% Bonus Illustration (7-2-24) / Disclosure
  • NO bonus Illustration (7-2-24) / Disclosure
Additional Links
  • ForeAccumulation rates
  • ForeAccumulation II GMIR* & Bailout Rates
  • ForeAccumulation II with Premium Enhancement Rider rates
  • Premium Enhancement Rider GMIR* & Bailout Rates
  • ForeAccumulation II with Growth Accelerator Rider rates
  • Growth Accelerator Rider GMIR* & Bailout Rates 
  • ForeAccumulation rate renewal flyer
  • Product Detail Sample (3-19-24) (Rates will change)

Additional Service Forms 
Agent Change Request (IMO)GA-FA3562-01(07-22)
 Annuity Change RequestGA20002-01(09-24)
 Authorization Agreement for Automatic DepositGA-FA5013-07(02-22)
 Authorization to Release InformationGA-FA9051-03(02-22)
 Beneficiary Claim Form (Fixed, FIA, and RILA)GA-FA5018-10(12-22)
 Change of BeneficiaryGA20006-01(06-23)
 Fixed Index Annuity Transfer Form (Reallocation Form)GA20032-01(01-25)
 I.R.C. Section 72(t)(q) EnrollmentGA-FA5168-10(06-23)
 Non-Qualified Ownership ChangeGA20009-01(09-24
 Partial Withdrawal FormGA20011-01(09-24)
 Predetermined Death Benefit ElectionGA-FA5220-01(02-22)
 Qualified Ownership ChangeGA20013-01(09-24)
 Required Minimum Distribution (RMD) RequestGA-FA5030-13(06-23)
 Roth IRA Conversion FormGA-FA5517-10(12-22)
 Surrender FormGA-FA5408-03(06-23)
 Systematic Withdrawal FormGA20023-01(09-24)
 Terminal Illness Fee Waiver Rider RequestGA-FA5162-03(12-22)
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Birdseye Financial Services
​
136 Hillside Drive E
Burleson, TX 76028

​
Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​
[email protected]

birdseyefinancial.com
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CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend