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Important Dates For New Business

Fixed Annuity Decreases - Effective July 21, 2021

Cash with Application/Wire 
In order to receive the higher rate:

  • Paper applications with checks must be signed by Tuesday, July 20, 2021. Please note that paperwork and funds must be received by Great American Life within 7 days of the application signed date.
  • Electronic applications must be completed by Tuesday, July 20, 2021. Paperwork and funds must be received by Great American Life within 7 days of the date the paperwork is submitted to your back office.

Transfers and Rollovers 
In order to receive the higher rate:

  • Paper applications for transfers and rollovers signed by Tuesday, July 20, 2021 will have a 60-day rate hold from the date the paperwork was signed.
  • Electronic applications for transfers and rollovers completed by Tuesday, July 20, 2021 will have a 60-day rate old from the date the paperwork is submitted.
For example, if the paper or electronic application is signed/completed on Tuesday, July 20, 2021 funds would need to be received by Friday, September 17, 2021.


Fixed-Indexed Annuity Decreases - Effective July 21, 2021

Cash with Application/Wire 
In order to receive the higher rate: 

  • Paper applications must be signed by Tuesday, July 20, 2021. Please note that paperwork and funds must be received by Great American Life within seven calendar days of the application signed date.
  • Electronic applications must be completed by Tuesday, July 20, 2021. Paperwork and funds must be received by Great American Life within seven calendar days of the date the application was submitted to your back office.

Transfers and Rollovers 
In order to receive the higher rate: 

  • Paper applications must be signed by Tuesday, July 20, 2021 and received within seven days of the application signed date.
  • Electronic applications must be completed by Tuesday, July 20, 2021 and received within seven days of the date the application was submitted to your back office.
Please refer to the table below for guidance on when funds must be received in order to receive the higher rate:

 
Electronic App Submitted Funds must be received by 5:00 p.m. ET on:
On or before May 20, 2021 July 20, 2021
May 21 - June 6, 2021
August 6, 2021
June 7 - June 20, 2021
August 20, 2021
June 21 - July 6, 2021
September 6, 2021
July 7 - July 20, 2021 September 20, 2021