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Athene IA
Athene Performance Elite® 15 Plus
A Fixed Indexed Annuity with a 15-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 |
Next Rates xx/xx/xxxx |
Guaranteed Minimum Values |
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Cap |
Part Rate |
Cap |
Part Rate |
Cap |
Part Rate |
1 Year AI Powered Global Opportunities
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1 Year AI Powered Global Opportunities with Charge
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1 Year S&P 500 FC
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1 Year S&P 500 FC with Charge
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1 Year UBS Innovative Balanced
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1 Year UBS Innovative Balanced with Charge
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1-Year AI Powered US Equity Index
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1-Year AI Powered US Equity Index With Charge
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1-Year BNP Paribas Multi-Asset No Cap Point-to-Point
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1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge
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1-Year Nasdaq FC Index
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1-Year Nasdaq FC Index With Charge
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1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge
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1-Year S&P 500 Point-to-Point Index Cap Strategy
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2 Year AI Powered Global Opportunities
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2 Year AI Powered Global Opportunities with Charge
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2 Year S&P 500 FC
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2 Year S&P 500 FC with Charge
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2 Year UBS Innovative Balanced
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2 Year UBS Innovative Balanced with Charge
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2-Year AI Powered US Equity Index
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2-Year AI Powered US Equity Index With Charge
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2-Year BNP Paribas Multi-Asset No Cap Point-to-Point
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2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge
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2-Year Nasdaq FC Index
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2-Year Nasdaq FC Index With Charge
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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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*.** %
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State Specified Minimum Interest Rate: ****
Premium Bonus by Age/State
Year: |
1 |
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Age 0 to 73 in states: AK AL AR AZ CO DC FL GA HI IA IL KS KY LA MA MD ME MI MO MS NC ND NE NH NM NV OK RI SC SD TN TX VA VT WI WV WY
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Age 0 to 73 in states: IN
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Age 0 to 73 in states: DE
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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: |
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*** *** ***: |
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Loan Provision Available: |
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*** *** ***: |
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Tax Sheltered: |
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Market Value Adjustment: |
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MRD: |
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Front-End Fee: |
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Annual Maintenance Fee: |
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Return of Premium Available: |
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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: |
**** |
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Age > xx: |
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Payroll Deduction: |
**** |
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Min Added Premium: |
**** |
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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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MVA Explanation
Not available in MD MO
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A Market Value Adjustment (MVA) is an adjustment made to your Contract at the time of a surre --[ subscription required to view full text ]--
* ****** ***** ********** (***) ** ** ********** **** ** **** ******** ** *** **** ** * ********* ** **********, ***** ** *** ******* ** ******** ***** ***** *** ********* **** *******. ******** **** ******* *** ******** ** *** ** **** ***** ** *** * ***** ** ********* **** ***** *****.
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* ** ***** ** (* + *) / (* + * + *), *****:
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********* ** ********** ******; ***
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Commissions
Effective date of commission schedule: 04/01/2024 |
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
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Option 1
Athene Performance Elite® 15 Plus
(All approved states)
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Up to age 70 |
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Initial Premium: |
**** |
Ages 71+ |
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Initial Premium: |
**** |
Option 2
Athene Performance Elite® 15 Plus
(All approved states)
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Up to age 70 |
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Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 71+ |
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Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Option 3
Athene Performance Elite® 15 Plus
(All approved states)
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Up to age 70 |
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Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 71+ |
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Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Related Information
Other Athene IA Products
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Available Subscriptions
This information is available with any of these subscriptions:
Single-User Edition
An affordable, full access subscription, for the individual broker
Office Edition
Multiple users with administrative control over the products, features and content displayed
Web Edition
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Web Edition -Retailers
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Additional Information
See what else we offer:
Upcoming Rate Changes
We track rate changes and can notify you before they take effect!
Annuity Illustrations
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Rider Comparisons
Compare multiple income riders, side-by-side
Product Videos
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