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Athene IA
Athene Accumulator 5
A Fixed Indexed Annuity with a 5-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 |
| Band $5,000+ |
Cap |
Part Rate |
Bailout |
Cap |
Part Rate |
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| 1 Year AI Powered Global Opportunities
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| 1 Year BNP Paribas Multi Asset Diversified 5
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| 1 Year S&P 500 FC
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| 1 Year S&P 500 Point-to-Point
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| 1 Year UBS Innovative Balanced
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| 1-Year AI Powered US Equity Index
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| 1-Year Nasdaq FC Index
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| 2 Year AI Powered Global Opportunities
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***
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***
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*** |
*** |
*** |
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| 2 Year BNP Paribas Multi Asset Diversified 5
|
***
|
***
|
*** |
*** |
*** |
|
| 2 Year S&P 500 FC
|
***
|
***
|
*** |
*** |
*** |
|
| 2 Year UBS Innovative Balanced
|
***
|
***
|
*** |
*** |
*** |
|
| 2-Year AI Powered US Equity Index
|
***
|
***
|
*** |
*** |
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| 2-Year Nasdaq FC Index
|
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***
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| 5 Year S&P 500 Participation Rate
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| Fixed Account with 1-Year Guarantee
(Rate guaranteed for 1
Year)
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*.** %
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*.** %
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| Band $100,000+ |
Cap |
Part Rate |
Bailout |
Cap |
Part Rate |
|
| 1 Year AI Powered Global Opportunities
|
***
|
***
|
*** |
*** |
*** |
|
| 1 Year BNP Paribas Multi Asset Diversified 5
|
***
|
***
|
*** |
*** |
*** |
|
| 1 Year S&P 500 FC
|
***
|
***
|
*** |
*** |
*** |
|
| 1 Year S&P 500 Point-to-Point
|
***
|
***
|
*** |
*** |
*** |
|
| 1 Year UBS Innovative Balanced
|
***
|
***
|
*** |
*** |
*** |
|
| 1-Year AI Powered US Equity Index
|
***
|
***
|
*** |
*** |
*** |
|
| 1-Year Nasdaq FC Index
|
***
|
***
|
*** |
*** |
*** |
|
| 2 Year AI Powered Global Opportunities
|
***
|
***
|
*** |
*** |
*** |
|
| 2 Year BNP Paribas Multi Asset Diversified 5
|
***
|
***
|
*** |
*** |
*** |
|
| 2 Year S&P 500 FC
|
***
|
***
|
*** |
*** |
*** |
|
| 2 Year UBS Innovative Balanced
|
***
|
***
|
*** |
*** |
*** |
|
| 2-Year AI Powered US Equity Index
|
***
|
***
|
*** |
*** |
*** |
|
| 2-Year Nasdaq FC Index
|
***
|
***
|
*** |
*** |
*** |
|
| 5 Year S&P 500 Participation Rate
|
***
|
***
|
*** |
*** |
*** |
|
| Fixed Account with 1-Year Guarantee
(Rate guaranteed for 1
Year)
|
*.** %
|
*.** %
|
|
State Specified Minimum Interest Rate: ****
The @annuityname@ is --[ 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: |
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| MRD: |
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| 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: |
|
***** |
***** |
| Annuitant: |
***** |
***** |
***** |
| Impaired: |
|
***** |
***** |
| Annuitization Age: |
|
***** |
***** |
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Systematic Withdrawals
Systematic withdrawals are ***** ** *** ****** ****
*****************: **** ****** **** *****
**** *** ***** ** $****.**
*** *** ****** *** $****.**
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No 1 Year wait for T --[ 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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* ** ***** ** (* + *) / (* + * + *), *****:
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Commissions
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Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
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