Accordia Life, Global Atlantic & You

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Presentation transcript:

Accordia Life, Global Atlantic & You Sharon Havener Vice President Sales

Global Atlantic Life & Annuity

A New Beginning

History of Accordia Life Our history and experience dates back over 100 years. 2014 2013 2006 2000 1996 1994 1897 1896 2014: Life insurance business renamed Accordia Life 2013: Life Insurance business line acquired by Global Atlantic 2006: Aviva PLC completes acquisition of AmerUs; forms Aviva USA 2000: AmerUs announces acquisition of Indianapolis Life Insurance Company 1996: Central Life changes name to AmerUs Life Insurance Company 1994: American Mutual merges with Central Life 1897: American Mutual Life Insurance Company founded 1896: Central Life Assurance Company Established

Our Offices New location: Davis Brown Tower 215 10th Street, Des Moines, IA 50309 200 familiar faces – focused on serving you and your clients!

Accordia Life Leadership Executive Vice President Mike Miller SVP, Human Resources Kathy Bauer SVP, Sales & Marketing Steve Hinrichs VP, CMO Channel Mickey Moore VP, Independent Channel Sharon Havener SVP, Finance Mark Wiltse SVP, Chief Compliance Officer & AGC Maureen Henderson VP & Chief Actuary Dave Neve VP, Pricing & Product Development Tom Doruska VP, New Business, UW and Operations Virginia Craig VP, Chief Underwriter Kent Major VP, Analytics & Data Management Chris Guttin VP, Business Operations Brock Scheck

Industry-leading life products We are the experts in the IUL space. Volatile markets have underscored the value of our products. We continue to be a recognized leader and innovator. Our products provide outstanding value and differentiate you in your local market!

IUL History and Expertise Accordia Life is home to: Many of the same people who developed and launched one of the first indexed universal life insurance products in 1999 Indexed universal life insurance product designs that have become the standard in the industry

Financial Ratings See S&P® disclosure at end of presentation

Forward Built on Experience and Knowledge We’re working to provide one of the best, most transparent and supportive distribution systems in our industry. Investing in new systems, products and resources. Retaining time-honored traditions. Focusing on a limited number of key relationships to help protect and differentiate you in your markets. Built on Experience and Knowledge For internal education and discussion purposes only

Accordia Life, Global Atlantic & You 890524_087264