For financial professional use only. Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. In this review well cover the following information on the Athene Income Select Bonus Fixed Index Annuity: Annuities can be complex. Athenes Financial professionals will be paid a commission on the sale of an annuity. All content is for educational purposes only. funding our operations with the most efficient capital available to us, This material is a general description intended for general public use. See the Indexed Strategy Inserts for more information. It's a great time for you to join one of the leading retirement services companies. Reform Act of 1995, Section 27A of the Securities Act of 1933, as Just click here to let us know which products you are interested in seeing. Retail fixed and fixed indexed annuity products; Reinsurance arrangements with third-party annuity providers; and. current report on Form 8-K filed June 5, 2019, each of which can be Annuities can provide guaranteed income for the rest of your life, whether you live to be 100 or even 120. 9 After the fourth contract year, the Cash Surrender Value will never be less than the premium minus premium taxes (if applicable) and prior withdrawals, including Withdrawal Charges, Premium Bonus Vesting Adjustment and Market Value Adjustment on those withdrawals. Reinsurers may not be licensed in all states. We make the complex, simple. Aviva AIL Income Preferred Ten Guide - National Benefit Advisory While your money is not invested directly in the index, you receive Segment Credits based partly on how the index performs. MAY LOSE VALUE. So while your returns are dependent on how your chosen index performs, it isn't literally invested in the market like a normal investment would be. Athene Agility Fixed Indexed Annuity. Reinsurance contracts are entered into with Athene Annuity and Life Company (61689), West Des Moines, IA; Athene Annuity & Life Assurance Company (61492), Wilmington, Delaware; Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY; and Athene Life Re Ltd., Hamilton, Bermuda. Premium Bonus annuities include a Premium Bonus Vesting Schedule and may include a lower Cap Rate, higher Spread Rate or other limitations not included in similar annuities that don't offer a Premium Bonus. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. Please reach out to your financial professional if you have any questions about insurance products and their features. These companies are not undertaking to provide investment advice for any individual or in any individual situation, and therefore nothing in this should be read as investment advice. But, even though this may all sound enticing, the truth is that when something sounds too good to be true, then you probably need a bit more information in order to discover the whole story. Optima It is licensed to conduct business in all 50 of the U.S. states, and as of early 2017, the company has sold more than 1.1 million policies. If you would like to see reviews on any other annuity, our team of annuity geeks will get on the ball and get them on our website. Optima-Italic security will diversify our capital structure, receive favorable equity Greenville, SC 29602-9032. Products not available in all states. TrueType Collection Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. This authorization increase for additional Athene has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. Financial professionals will be paid a commission on the sale of an annuity. As with other annuity products, the Income Select Bonus annuity from Athene allows tax-deferred interest accumulation which means that you will have no tax to pay on the gain as long as it remains in the account. Financial professionals will be paid a commission on the sale of an annuity. Withdrawals are not credited with index interest in the year they are taken. For complete information about the cookies we use, data we collect and how we process them, please check our. A new Strategy Charge Rate will be declared at the start of each Index Term Period. 0 The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. * Income Preferred Series - no MVA. PO Box 19031 MAY LOSE VALUE. The key to achieving emotional and financial well-being in retirement is preparation. Athene Annuity | Agility Annuity - The Annuity Expert Any sale of an annuity will require contact with a financial professional. There are two types of interest crediting strategies. PDF Athene's fixed indexed annuity portfolio The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. These companies are not undertaking to provide investment advice for any individual or in any individual situation, and therefore nothing in this should be read as investment advice. ?gPmXaOxbi\YP}-4Im7vj{_ZYb\KaqsvW{XWE-6KRlvSjR[ q//|2}P{J`$Gp6jsk{'jb N cq~ /i j}aZ89j~h^CWYU|mN}sMU2n&@j#l;M9}yy?L3BXCT?T 1IU@:rZ]`v\w*nBd~^;1w\"\G%SCt5ljKn(=?/XG9YO_-D% zR[kr)q8_r{|rbo0aA_( f{%oUv]j}ltp~.aZ]7/Pa:;W[J2I;12=j{A5+ sEk.luVaJxgp1uOLT/Z')~L.cU|xn ?u5Sp{9N.- ^|]:`PjrRZ?^a?i[i5R~Wi|z3aJu!44)J~=o4P/Ao^J[;d4maj636;~H:WLK^cj_+W]a< n@W. That's Performance. 1 0 obj <>]/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream and expectations and are often identifiable by use of the words Mailing Address: Option 1 Guaranteed Growth Not all reinsurance products or structures offered are available in all jurisdictions. PREMIUM BONUS The Athene Performance Elite annuities include a Premium Bonus that is credited at issue and provides an immediate increase to your annuity's Accumulated Value. Product not available in all states. PDF Interest Crediting Rates Ascent Pro 10 Bonus - iPipeline This press release contains, and certain oral statements made by our NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. Life Re Ltd., a Bermuda-domiciled reinsurer. Jackson National Perspective II Lifeguard Freedom Flex, Independent Review of the Athene Income Select Bonus Fixed Index Annuity, Independent Review of the Athene Amplify 2.0 Annuity, Independent Review of the Athene AI Powered US Equity Index, Independent Review of the Athene Nasdaq FC Index, Independent Review of the Athene Agility 7-Year Fixed Indexed Annuity [Updated December 2020], Independent Review of the Athene Agility 10 Annuity Pros and Cons Explained | Updated April 2020, Independent Review of the Athene Balanced Choice Level 10 Annuity, Interest credits that are credited daily on any premium allocated to the fixed strategy, Interest credits on any premium allocated to an indexed strategy are based on the growth, if any, of an external index each term period (excluding dividends), The opportunity to obtain a higher rate of growth, Want to fully participate in market gains, Want or need to access their funds penalty-free within the first ten years of purchasing the annuity, Do not intend to use the guaranteed lifetime income feature. and developments to differ include, without limitation: the accuracy of Optima 4Withdrawals and surrender may be subject to federal and state income tax and, except under certain circumstances, will be subject to an IRS penalty if taken prior to age 59. Not all reinsurance products or structures offered are available in all jurisdictions. All transactions are subject to meeting a reinsurers underwriting requirements. NO BANK/CREDIT UNION GUARANTEE. PO Box 725449 Athene Ascent Pro 10 Bonus Annuity safely grows retirement savings and guarantees an inflation-adjusted income for life. View source version on businesswire.com: https://www.businesswire.com/news/home/20190605005566/en/, Media ContactKaren Lynn+1 441 279 8460+1 515 We are pleased with our share repurchase execution to date and believe With timely insights, in-depth product information and client-approved materials, our business-building toolkits are designed to help you and your clients do more. could cause actual results, events and developments to differ materially Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Here are three other retirement planning options you should consider. The Earnings-Indexed Income option provides clients with the potential to grow their lifetime income stream based on a percentage of the Interest Credits, if any, that are applied each year to the annuity's Accumulated Value. The Income Base is used to determine your Lifetime Income Withdrawal amount the bigger the Income Base, the greater your income payment amount. Athene Ascent SM Pro 10 Bonus Enhanced Income Benefit Availability and Qualification To qualify for the Enhanced Income Benefit, after a one year waiting period, the persons for whom Lifetime Income Withdrawals are based must be confined to a Qualified Care Facility for 180 out of the last 250 Days. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. Reinsurance contracts are entered into with Athene Annuity and Life Company (61689), West Des Moines, IA; Athene Annuity & Life Assurance Company (61492), Wilmington, Delaware; Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY; and Athene Life Re Ltd., Hamilton, Bermuda. 3676022683 Additional limitations, variations, and exclusions may apply. We do not undertake any obligation to update or revise Annuities 101 | Athene The Income Base will also increase by 200% of any Interest Credits that are added to the annuitys Accumulated Value.2. Become a Game Changer and help more people make their next life their best life. For most FIAs, a crediting strategy is made up of three parts. Protecting savings in turbulent times. to maximize income. solicitation of an offer to buy any securities, nor shall there be any This is an independent annuity product review. 4Not available in all states. Not all reinsurance products or structures offered are available in all jurisdictions. Adobe InDesign CS6 (Macintosh) The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. NOT A DEPOSIT. Your email address will not be published. In addition to fees for adding its optional benefits, you can also incur a fairly hefty surrender charge throughout the first decade of owning the annuity if you decide to take some or all of your money out. Includes all the features above plus a liquidity rider (for a charge) with features that are among the most robust in the industry. Benefit 10 Pro: Benefit 10 Select: Income Preferred Bonus: Income Preferred Bonus S: Income Preferred Ten: TargetHorizon 10: TargetHorizon 10 Select: TargetHorizon 15: TargetHorizon 5: Delaware Life . AnnuityGator. Reinsurers may not be licensed in all states. forward-looking statements to reflect changed assumptions, the At Athene, were always reaching higher so you retire better. ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. Please reach out to your Financial Professional for more details on state approvals and firm guidelines. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. approach toward managing shareholder capital and opportunistically found at the SECs website www.sec.gov. With Participation Rates over 100%, you have the opportunity to earn Segment Credits that may even exceed index returns. It's a great time for you to join one of the leading retirement services companies. Call 877-462-8992 to speak to an Alliance-One customer service representative.
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