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Athene IA


Athene Performance Elite 7 Plussm *FEE*


A Fixed Indexed Annuity with a 7-year surrender period.
This product is not available in *** *** *** *** *** *** *** *** ***

Ratings
  A.M. Best :  A   Fitch:  A   Standard & Poor's:  A  

Rates
  Current Rates
xx/xx/xxxx
Guaranteed
Minimum Values
   Cap Spread Part Rate Cap Spread Part Rate
1-Year BNP Paribas Multi-Asset No Cap Point-to-Point *FEE*   ***    ***   ***    ***   ***   *** 
1-Year Janus SG Mkt Consensus II No Cap Point-to-Point *FEE*   ***    ***   ***    ***   ***   *** 
1-Year Morningstar Dividend Yield No Cap Point-to-Point *FEE*   ***    ***   ***    ***   ***   *** 
1-Year S&P 500 Monthly Cap Index Stratey *FEE*   ***    ***   ***    ***   ***   *** 
1-Year S&P 500 Point-to-Point Cap Strategy *FEE*   ***    ***   ***    ***   ***   *** 
1-Year S&P 500 Risk Control No Cap Point-to-Point Strategy *FEE*   ***    ***   ***    ***   ***   *** 
2-Year BNP Paribas Multi-Asset No Cap Point-to-Point *FEE*   ***    ***   ***    ***   ***   *** 
2-Year Janus SG Mkt Consensus II No Cap Point-to-Point *FEE*   ***    ***   ***    ***   ***   *** 
2-Year Morningstar Dividend Yield No Cap Point-to-Point *FEE*   ***    ***   ***    ***   ***   *** 
2-Year S&P 500 Risk Control No Cap Point-to-Point Strategy *FEE*   ***    ***   ***    ***   ***   *** 
1 Year Fixed Account *FEE*   (Rate guaranteed for 1 Year) *.** % *.** %

State Specified Minimum Interest Rate: ****
Premium Bonus by State
 Year: 1
Most States ****
AK CA CT DE HI IL IN MD MN MO NJ NV OH OK OR PA SC TX UT WA ****

Policy Notes

The @annuityname@ is a singl --[ subscription required to view full text ]--
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  • Provisions
    Free Look Period: ****
    (Free look period may vary by state)
    Rate Lock Protection: ****
    Bail Out Provision Available: ***
    *** *** ***: ****
    Loan Provision Available: ***
    *** *** ***: ****
    Tax Sheltered: ***
    Market Value Adjustment: ***
    MRD: ***
    Front-End Fee: ***
    Annual Maintenance Fee: ***
    Return of Premium Available: ***
    Death Benefit is: *** ****
    Premiums
      Non-Qual Qualified
    Min Single Premium: **** *******
    Max Single Premium:
    Age < xx: **** *******
    Age > xx: **** *******
    Payroll Deduction: **** ****
    Min Added Premium: **** ****
    Flexible Premiums ******* : ****  
    Min Single Premium Impaired: ****** ******
    Min Single Premium Period Certain: ****** ******
     
    Age Restrictions
      Min Age Non-Qual Qualified
    Owner:   ***** *****
    Annuitant: ***** ***** *****
    Impaired:   ***** *****
    Annuitization Age:   ***** *****

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    Systematic Withdrawals


    Systematic withdrawals are ***** ** *** ****** ****
    *****************: **** ****** **** *****

    **** *** ***** ** $****.**
    *** *** ****** *** $****.**
    **** ***** ******* ***** ******* * ****** ***** ****

    State Specific Notes

    $5,000 minimum premi --[ subscription required to view full text ]--
    $*,*** ******* ******* ** **, **, **, **, **, **, **

    MVA Explanation

    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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    3. * ** *** ****** ***** ******, ***** ** *.**%.*
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    Commissions
    Effective date of commission schedule: 06/11/2018
    Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.

    Option 1

    Athene Performance Elite 7 Plussm *FEE*
    (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 Plussm *FEE*
    (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 Plussm *FEE*
    (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 *****

    Related Information

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    Athene MYG 7
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    Agility 7
    Ascent 10 Bonus 2.0
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    Ascent Accumulator 7
    Ascent Pro 10
    Ascent Pro 10 Bonus
    Ascent Pro 10 Bonus Select
    Ascent Pro 7
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    Athene Protector 5 *ROP for FEE*
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    Variable Annuity
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