Requiring a lump-sum, single premium payment up front, the Athene SPIA plan helps financially protect your future retirement from day one. This waiver only applies after the first contract anniversary has passed. 0000015918 00000 n
application/pdf Over time, the returns will average out to be in the 2-4% range. 0000018181 00000 n
Do not buy an annuity solely for the bonus. Returns are linked to a positive performance in an external index. Athene Agility 10 Annuity OpenType - PS If you withdraw more money than the free amount allowed by your contract, or if you surrender the annuity before the Withdrawal Charge period ends, a Withdrawal Charge, Market Value Adjustment, and Premium Bonus Vesting Adjustment (if applicable) will be applied. The Athene PE Plus 15 annuity as not available in CT, CA, PA, NY, UT, PR, WA, and VI as of May 2017. Confinement and Terminal Illness penalty waivers not available. 0000005531 00000 n
Avenir Next LT Pro There is a premium bonus of 3% and the earliest you can elect lifetime income is age 50.
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Athene Performance Elite 15 fixed index annuity is a 15-year retirement savings plan offering a premium bonus, Cancelling or surrendering an annuity is possible, but can be costly. With indexed crediting strategies, you receive interest credits that are linked in part to the performance of external market indices. They are for investors who like safety and security. 3896682134 In 2021, Athene Annuity & Life Company received an overall NAIC complaint index of 0.10, well below the 1.0 average. Surrender charges are a penalty charged to early withdrawals of annuity contract. A newer company, Athene was founded in 2009 in the wake of the financial crisis at that time. Accumulated Value with no surrender charges, (ii) the Minimum Guaranteed Contract Value or (iii) the Return of Premium Benefit (if applicable). Athene Performance Elite Plus annuities include a Liquidity Rider, for an annual charge, that gives you additional flexibility should the need arise. Withdrawals or surrenders in excess of the Free Withdrawal amount will result in the loss of a portion of the Premium Bonus, if applicable. They want to be a leader in the fixed annuity marketplace. 4240935107 WebWithdrawal Charge Schedule NC 12%, 12, 11, 10, 9, 8, 7, 6, 4, 2, 0 Market Value Adjustment 10 years. Avenir Next LT Pro The "S&P 500" is a product of S&P Dow Jones Indices LLC, a division of S&P Elite Plus Version includes enhanced liquidity, Return of Premium, and Bonus Options for a .95% rider charge. The If you click on links we provide, we may receive compensation. If you are looking for the highest guaranteed returns, consider a multiple-year guarantee annuity (MYGA) because the rates are guaranteed for the entire term. Index annuities and variable annuities pay the highest commissions to insurance agents. WebAthene Performance Elite 10 Athene Performance Elite 10 Athene Performance Elite 10 Plus Free Withdrawal The Free Withdrawal amount is calculated Percentage Schedule 4 Y1 Y2+ Plus Y1 Plus Y2+ by applying the percentage shown to the Accumulated Value as of the previous contract anniversary. startxref
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You can find out more about our use, change your default settings, and withdraw your consent at any time with effect for the future by visiting Cookies Settings, which can also be found in the footer of the site. The Performance Elite 10 Plus is a fixed indexed annuity. Like traditional fixed annuities, MYGAs are subject to fees called surrender charges, which an annuity holder must pay if he or she withdraws money from an annuity before the specified time period is over. 0000025959 00000 n
You are watching the market, and a formula decides how much gain of the index you receive. Rate Details Effective Date: Oct 28th, 2022 It does NOT compete with the stock market. I would like to receive future communications, I confirm that I am at least 16 years of age or older. No Withdrawal Charge or MVA apply if you qualify for this benefit. Your email address will not be published. 0 These include white papers, government data, original reporting, and interviews with industry experts. You can earn market-like upside without the market downside. This is a partial truth. trailer
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WebAthene Performance Elite 15 Athene Performance Elite 15 Plus Enhanced Free Withdrawals (Plus only) The free withdrawal amount is increased to 10% per year and may be taken as early as the first contract year. Looking for more information about the Athene Performance Elite 15 Plus or other fixed indexed annuities? Guaranteed annuity periods are 5, 10, 15, or 20 years. #5vWU>s_u3K_Bc- 0000017596 00000 n
Do not trust anyone who suggests you will earn significantly higher returns than what we have disclosed in this section. Athene Performance Elite 15 fixed index annuity is a 15-year retirement savings plan offering a premium bonus, designed to safely grow your retirement savings and protect against stock market volatility. 0000013851 00000 n
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10 tips you should know if you are considering the Performance Elite 10 Plus, how an insurance agent might try to sell you an Index annuity, what is a realistic return for an index annuity. Some index annuities have caps that limit their gains. Product Guide Rates effective June 12, 2017 It guarantees that your beneficiary will receive your annuitys full Accumulated Value, Minimum Guaranteed Contract Value, or Return of Premium Benefit (Performance Elite Plus only), whichever is greater. The more your annuity grows, the more those riders will cost you year over year. 0000019781 00000 n
The interest credited to the Performance Elite 10 Plus annuity is linked to the performance of the indexes you choose. proof:pdf 0000101840 00000 n
Annuity Broker can help you compare the current market leading annuities, and make an informed choice based on your needs. Athene Annuity & Life Company - View Details. jX$)6P\[_. This rider ensures that the annuitys value increases each year by a minimum percentage, which may vary based on the contract year and type of plan purchased. Athene Performance Elite 10 There are many types of annuities that can help you reach your financial goals, and the Athene Performance Elite Fixed IndexAnnuity is on that list. Details on additional penalty waivers can be found in the Penalty Free Withdrawal Provisions section below. Dont take an agents word for it. Athene Performance Elite Annuities Include: Athene Performance Elite Athene Performance Elite Plus Premium Bonus https://www.youtube.com/watch?v=uv3qXK2eU6U. The 7-9% refers to an income rider roll-up rate. Enhanced Participation Trade-Offto earn the higher participation rates, you must elect for the enhanced strategy charge 1.75% essentially removing the guaranteed 0% flood if the index strategy doesn't performance positively. All of that means that there are powerful growth options that can return market like upside performance without the market risk. 0000026886 00000 n
So, what is the best way to grow your money? Be extremely careful with custom or proprietary indexes because you don't know the underlying holdings. Index annuities are an excellent fit for conservative investors who are looking for an alternative to bank CDs and bonds. Alabama, Alaska, Arizona, Arkansas, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, North Carolina, North Dakota, Oklahoma, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, 401k, Cash, IRA, Non-Qualified Money, Pension Plan, Qualified Retirement Plans, Roth IRA, SEP IRA, TSA 403b, Annuity and Insurance Agency1050 Crown Pointe ParkwayAtlanta, GA 30338, AnnuitiesLife InsuranceTravel InsuranceLong Term Care InsuranceShop InsuranceGet a Free QuoteContact Us, About usPrivacy PolicyHow We WorkIn The PressCustomer Reviews, annuity will always have a Minimum Guaranteed Contract Value, grow your money and help protect you from market, calculate and credit interest to your annuity, surrenders during the Withdrawal Charge period. 0000101199 00000 n
The reviews and annuity information on this website may not be current and may not apply in the state you live in. Athene feels they have an entrepreneurial spirit and are led by a management team with over 165 years experience. Know the worst-and best-case scenarios because you are likely to earn something in the middle. AvenirNextLTPro-LightCn DISCLAIMER: The information on this website is for educational purposes only. No Withdrawal Charges, Premium Dont blindly trust a commission drive agent. Annuity Established indexes are safer and more likely to generate better returns. 0 Request a. The Athene Performance Elite Plus 10 is a deferred fixed indexed annuity issued by Athene Annuity & Life Company. 0000044057 00000 n
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performance So you want to do your homework! You also might be charged a market value adjustment on early withdrawals. 0000016727 00000 n
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