The annuity owner/agent will submit a Roth IRA Conversion Form each time a Roth conversion is desired after contract issue. The form must be received by GBU at least five business days before …

Throughout our over 133-year history of navigating challenging events and volatile markets, GBU has fulfilled countless commitments from added financial protection for young families through increased …

This agreement will remain active until written notice is received and in such time as to afford GBU Life reasonable opportunity to act on my request. I authorize the financial institution to debit my account …

GBU Life or its reinsurers may also release information in its file to other insurance companies to whom you may apply for life or health insurance; or, to whom a claim for benefits may be submitted.

Throughout our 133-year history of navigating challenging events and volatile markets, GBU Life has fulfilled countless commitments ranging from added financial protection for young families to …

The application must be signed, submitted, and confirmed by GBU Life, and the premium received within 10 calendar days of the rate change. The application must be in good order. For transfers or 1035 …

GBU Life is the marketing name for GBU Financial Life (GBU), Pittsburgh, PA. GBU and its agents do not provide tax, legal or investment advice. Please consult with a legal or tax professional prior to the …

As of 7/11/24, AM Best updated GBU Financial Life’s A- rating, which we have maintained since 2017. Third-party ratings are subject to change. A- (Excellent) rating is 3rd best out of 17 possible rating …

DO NOT take any RMD as I will satisfy my GBU RMD with another institution Federal Tax Withholding - GBU will withhold 20%, unless you elect otherwise below Option 1

It’s the perfect season to harvest extra earnings with GBU Life! Celebrate autumn with bonus commissions on the Fixed Index Annuity and Single Premium Whole Life products.