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Athene IA
Athene Performance Elite 7 Plus
A Fixed Indexed Annuity with a 7-year surrender period.
This product is not available in *** *** *** *** *** *** *** *** ***
Ratings
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A.M. Best : A |
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Fitch: A+ |
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Moody's: A1 |
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Standard & Poor's: A+ |
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Rates
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Current Rates xx/xx/xxxx |
Guaranteed Minimum Values |
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Cap |
Part Rate |
Cap |
Part Rate |
1 Year AI Powered Global Opportunities
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***
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***
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*** |
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1 Year AI Powered Global Opportunities with Charge
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***
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***
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*** |
*** |
1 Year S&P 500 FC
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***
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***
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*** |
*** |
1 Year S&P 500 FC with Charge
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***
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***
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*** |
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1 Year UBS Innovative Balanced
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***
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***
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*** |
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1 Year UBS Innovative Balanced with Charge
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***
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***
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*** |
*** |
1-Year AI Powered US Equity Index
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***
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***
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*** |
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1-Year AI Powered US Equity Index With Charge
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***
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***
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*** |
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1-Year BNP Paribas Multi-Asset No Cap Point-to-Point
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***
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***
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*** |
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1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge
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***
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***
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*** |
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1-Year Nasdaq FC Index
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***
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***
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1-Year Nasdaq FC Index With Charge
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***
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***
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1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge
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***
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***
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1-Year S&P 500 Point-to-Point Cap Strategy
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***
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***
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*** |
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2 Year AI Powered Global Opportunities
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***
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***
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*** |
*** |
2 Year AI Powered Global Opportunities with Charge
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***
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***
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*** |
*** |
2 Year S&P 500 FC
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***
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***
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*** |
*** |
2 Year S&P 500 FC with Charge
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***
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***
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*** |
*** |
2 Year UBS Innovative Balanced
|
***
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***
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*** |
*** |
2 Year UBS Innovative Balanced with Charge
|
***
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***
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*** |
*** |
2-Year AI Powered US Equity Index
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***
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***
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*** |
*** |
2-Year AI Powered US Equity Index With Charge
|
***
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***
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*** |
*** |
2-Year BNP Paribas Multi-Asset No Cap Point-to-Point
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***
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***
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*** |
*** |
2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge
|
***
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***
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*** |
*** |
2-Year Nasdaq FC Index
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***
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***
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*** |
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2-Year Nasdaq FC Index With Charge
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***
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***
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1 Year Fixed Account
(Rate guaranteed for 1
Year)
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*.** %
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*.** %
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State Specified Minimum Interest Rate: ****
Premium Bonus by State
Year: |
1 |
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Most States
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****
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AK CT DE HI IL IN LA MD MN MO NJ NV OH OK OR PA SC TX UT WA
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****
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The @annuityname@ is a Single Premium Indexed Deferred --[ subscription required to view full text ]--
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Provisions
Free Look Period: |
****
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(Free look period may vary by state) |
Rate Lock Protection: |
****
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Bail Out Provision Available: |
*** |
*** *** ***: |
**** |
Loan Provision Available: |
*** |
*** *** ***: |
**** |
Tax Sheltered: |
*** |
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Market Value Adjustment: |
*** |
MRD: |
*** |
Front-End Fee: |
*** |
Annual Maintenance Fee: |
*** |
Return of Premium Available: |
*** |
Death Benefit is: |
*** **** |
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Premiums
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Non-Qual |
Qualified |
Min Single Premium: |
**** |
******* |
Max Single Premium: |
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Age < xx: |
**** |
******* |
Age > xx: |
**** |
******* |
Payroll Deduction: |
**** |
**** |
Min Added Premium: |
**** |
**** |
Flexible Premiums ******* : |
****
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Min Single Premium Impaired: |
****** |
****** |
Min Single Premium Period Certain: |
****** |
****** |
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Age Restrictions
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Min Age |
Non-Qual
| Qualified
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Owner: |
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***** |
***** |
Annuitant: |
***** |
***** |
***** |
Impaired: |
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***** |
***** |
Annuitization Age: |
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***** |
***** |
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Systematic Withdrawals
Systematic withdrawals are ***** ** *** ****** ****
*****************: **** ****** **** *****
**** *** ***** ** $****.**
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Enhanced Annuitizati --[ subscription required to view full text ]--
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A Market Value Adjustment (MVA) is an adjustment made to your Contract at the time of a --[ subscription required to view full text ]--
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Commissions
Effective date of commission schedule: 03/29/2021 |
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
|
Option 1
Athene Performance Elite 7 Plus
(All approved states)
|
Up to age 70 |
|
Initial Premium: |
**** |
Ages 71-75 |
|
Initial Premium: |
**** |
Ages 76-80 |
|
Initial Premium: |
**** |
Ages 81+ |
|
Initial Premium: |
**** |
Option 2
Athene Performance Elite 7 Plus
(All approved states)
|
Up to age 70 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 71-75 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 76-80 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 81+ |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Option 3
Athene Performance Elite 7 Plus
(All approved states)
|
Up to age 70 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 71-75 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 76-80 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 81+ |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |