0000008437 00000 n So, how does Athene measure up to some of the best annuity providers? 0000053425 00000 n We also analyze each carriers third-party and consumer reviews, looking at their reliability, reputation, and seeking out certain trends that might exist. This waiver only applies after the first contract anniversary has passed. It also provides beneficiaries with two different payout options if you pass away. Avenir Next LT Pro The following teams will be selected after the second tryout (April 24th), with player notification and roster posting on Monday April 25th. They are a percentage of the withdrawal amount, decrease over time, and go to zero when the term ends. Timezone Please choose an optionHST Hawaii Standard Time GMT-10:00AST Alaska Standard Time GMT-9:00PST Pacific Standard Time GMT-8:00MST Mountain Standard Time GMT-7:00CST Central Standard Time GMT-6:00EST Eastern Standard Time GMT-5:00. Free Withdrawals Rollover Free Return of Premium Fidelity also offers a deferred annuity product with a minimum investment of just $5,000, but Athenes lowest option is $10,000. They want to be a leader in the fixed annuity marketplace. Product Guide Rates effective June 12, 2017 Capped annuities are more likely to outperform uncapped products when the stock market is weaker. Request a. The Athene Performance Elite annuities include a Premium Bonus that is credited at issue and provides an immediate increase to your annuitys Accumulated Value. 0000026484 00000 n https://www.youtube.com/watch?v=uv3qXK2eU6U. Linotype AG Athene Performance Elite Plus "Athene Ann & Life Co National Complaint Index Report. 0000020303 00000 n There is a premium bonus of 3% and the earliest you can elect lifetime income is age 50. Athene Annuity & Life Companyis rated A by A.M. Best, was founded in 1896, and has over $76.2 billion in total assets. Premium bonuses range from 0% to 15%, depending on the plan you choose, with free withdrawals beginning as early as year one. 2.1 These fancy new indexes have not been tested in the real world. Cumulative Withdrawals: If no withdrawals are taken in a given year, up to 20% of the Accumulated Value is available for withdrawal in the next year. The Athene Performance Elite annuities include a Death Benefit. PDF/X-4 0 0 The annuity also offers a whopping 12% premium bonus on first year premiums, subjected to a 15 year vesting schedule. You can withdraw up to 100% of your annuitys Accumulated Value if youre diagnosed with a Terminal Illness that is expected to result in death within one year and you meet the eligibility requirements. Athene Performance Elite 10. 0000029269 00000 n Looking for the highest guaranteed returns? "AM Best Affirms Credit Ratings of Athene Holding Ltd. and Its Subsidiaries; Assigns Credit Ratings to Athene Annuity Re Ltd.", J.D. Linotype AG In 2020, Athene scored a 0.34, and in 2019, a 0.51. Ashburn Xtreme Tryout Dates Announced for 2022-23 Season. Plans start with a minimum deposit of $10,000 and include a variety of riders, some of which are included at no additional charge. Calls usually last 5-20 minutes, and we promise to not bug you afterward. (In New York, beneficiaries will receive the full accumulated value.). trailer The minimum premium is $10,000, and plans offer either single or joint life benefits, which can begin immediately. converted 0000013851 00000 n Find highest lifetime income payments and cover your retirement income gap today. 0000023134 00000 n 0000003984 00000 n Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Optional Riders:Elite Plus Version includes enhanced liquidity, Return of Premium, and Bonus Options for a .95% rider charge. 1 #5vWU>s_u3K_Bc- The Performance Elite Plus 15 is a single-premium, fixed indexed annuity product that offers a provision for market value adjustment, and a 15-year surrender charge duration. default You are not directly participating in the market. 83 0 obj <> endobj PDF/X-4 0000021298 00000 n If you decide to go the fee route, you have the ability to receive up to an industry leading195% participation rate from the BNP Paribas Multi-AssetIndex No Cap Strategy. After annuitization, payments will be consistent with the settlement option selected made payable to your named beneficiary. For CA: Upfront Bonus reduced to 12.00%. Athene Performance Elite annuities allow you to allocate your money among one or more of the available interest crediting strategies. But, as mentioned previously, those with priorities rooted in guaranteed income or long-term care benefits may want to look elsewhere. Adobe InDesign CC 2017 (Macintosh) When you contact us you may speak with a licensed insurance agent in your state. 4007712213 Amount +/- will not exceed withdrawal charge. Annuity The Athene Agility 10 annuity is offered to applicants between the ages of 40 and 80, with a minimum premium of $10,000 and a maximum annual withdrawal of 10% (of either initial premiums paid or accumulated value). to 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. This rider facilitates enhanced with withdrawal amounts, enhanced annuitizaton and a return of premium benefit. 0000000016 00000 n Our goal is to be brutally honest with you about what to expect. WebPerformance Elite 15 (TX). 10% Annual (Elite 7)Enhanced Liquidity up to 20% available in Plus version. WebThe Income Base (as defined by Athene) is made up of three things: 1. The Athene PE Plus 15 annuity as not available in CT, CA, PA, NY, UT, PR, WA, and VI as of May 2017. WebThe Athene Performance Elite Plus annuity includes a Liquidity Rider, for an annual charge, that gives you additional flexibility should the need arise. 0000004957 00000 n 0000034932 00000 n Power, a trusted name in customer satisfaction studies. Athene Performance Elite annuities provide you with a number of different indexed crediting strategies. Xtreme Tryout Dates for 2022-23 Ashburn XTREME Hockey Club 4007712213 However, one common theme when it comes to retirement planning is having enough money to take care of all of the needs, wants, and desires that arise during your golden years. ;F0T Studies have shown the returns of MYGAs and index annuities to be similar. Get a second opinion. Athene Performance Elite Linotype AG If you pass away, your beneficiaries will have the option of choosing between your accumulated value or minimum contract guaranteed value (whichever is higher) or the policys rider death benefit. The Athene Ascent Pro 10 Bonus is a fixed annuity product with an issue age of 35 to 80. You dont earn a guaranteed 7%-9% return when CDs, bonds, and fixed income earn less than 4%. 0000010262 00000 n Upon the death of the annuitant, his or her beneficiaries are awarded with a death benefit that equals the greatest of their accumulated value, or the minimum guaranteed contract value, or the return of premium benefit. Athene Performance Elite You are watching the market, and a formula decides how much gain of the index you receive. Well answer any questions you have and respect your time. 0000012912 00000 n So, what is the best way to grow your money? State variations, age restrictions and holding periods may apply. Would you like to know how the Performance Elite 10 Plus compares to the best Index annuities on the market? In addition to periodic or free withdrawals, Athene Performance Elite provides you with options for annuitization. Individual and group annuities that help protect your assets in retirement. 0000018755 00000 n 0000029519 00000 n Required fields are marked *. Diversify your index annuity into a variety of indexes. However, Athene takes additional premium payments during the first contract year. You could receive 15% one year and 0% for 2 other years. Athene Performance Elite 10 and 15 annuities allow up to 5% beginning in the second Contract Year. 0000026886 00000 n The fixed crediting strategy provides a guaranteed rate of interest that is used to calculate and credit interest to your annuity daily. Has an insurance agent sent you a proposal that seems too good to be true? Hypothetical illustrations are often the best-case scenario. The index is Performance Elite So even though its possible that you may have years when you have no interest credited to your contract, you will not lose any money in your annuity due to market losses even during economic downturns. A beneficiary may choose to receive their death benefit in either a lump sum or select an available annuitization option. You might be better off in a MYGA with a pre-determined rate of return vs. an index annuity where you might earn 1-3% more per year. This annuity imposes an annual liquidity rider charge. Book a 15-minute, Income riders cost real money and lower your principal balance. Uncapped annuities have spreads or participation rates that limit their upside potential. WebAthene Performance Elite [GEN (09/15) NB, GEN10 (04/14), TBS15 (09/12)] Athene Performance Elite Plus [BONUS (04/17)] and Enhanced Liquidity Rider [ICC15 PEPR (11/14)] or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. Penalty Free Full Withdrawal Window Available After: 10 years. In order to provide readers with trusted and informative reviews, we employ a comprehensive methodology that involves looking at each carriers products, availability, pricing, included features, and limitations, and how those compare to similar carriers within the same industry. Flexible premiums are not accepted. The minimum premium is $10,000 for all plans, and they include a return of premium rider (for a fee of 0.95% accumulated value). Upfront bonuses are frequently subject to a vesting schedule. Avenir Next LT Pro 0000001647 00000 n 0000004257 00000 n If you pass away, your beneficiaries will have the option of choosing between your accumulated value or minimum contract guaranteed value (whichever is higher) or the policys rider death benefit. License 6003435. 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. Is the pain of losing money greater than the pleasure of winning? The Athene Performance Elite Plus 10 is a deferred fixed indexed annuity issued by Athene Annuity & Life Company. This annuity offers 10.00% as an upfront bonus. WebThe Athene Performance Elite 10 is a single premium fixed-indexed annuity with a 10 year surrender charge period and a MVA provision. Athene Annuity & Life Company - View Details. Here is the truth. Look for products with a short surrender period and no MVA if you might need access to the money. 68070_PE7_ProductGuide_0617.indd The income riderincluded at no charge on certain annuitiesgives annuitants the peace of mind of guaranteed growth. Please contact us to receive the latest brochure. Gains are linked to a positive change in a market index. You also might be charged a market value adjustment on early withdrawals. OpenType - PS 2 The Index You may also be subject to surrender fees for canceling your contract ahead of schedule. Want our recommendation? 0000008130 00000 n Please consult with a qualified financial planner, advisor, tax, and legal advisor to determine if an annuity is right for your situation.

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