Theseproducts and the components and features contained within are not available in all states or firms. Mailing Address: Not all reinsurance products or structures offered are available in all jurisdictions. Growth Plus Liquidity. 342 3910klynn@athene.com, Investor Relations ContactNoah Gunn+1 441 279 8534+1
Annuity contracts and group annuity contracts are issued by Athene Annuity and Life Company (61689), West Des Moines, IA, and Athene Annuity & Life Assurance Company (61492), Wilmington, Delaware, in all states (except New York), and in D.C. and PR. For claim forms, call 800-423-9398 to speak with a customer service representative. But there can still be some questions left unanswered and, the only way to really know if this particular annuity could be right for you is to test it with an annuity calculator. Athene, through its subsidiaries, is a leading retirement services
While we do realize that this annuity review was a tad bit long, our feeling is that we would much rather provide you with a lot of details than with not enough. 8:00 a.m. - 5:00 p.m. CT, Monday - Friday, Pursue growth opportunitieswith a level of protection from market risk. On the Contract Anniversary, the interest . regulations; the accuracy of our interpretation of the Tax Cuts and Jobs
2015-05-14T10:55:05-05:00 Please reach out to your financial professional if you have any questions about insurance products and their features. Market indices may not include dividends paid on the underlying stocks, and therefore may not reflect the total return of the underlying stocks; neither an Index nor any market-indexed annuity is comparable to a direct investment in the equity markets. You can selectively provide your consent below to allow such third party embeds. 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. Linotype AG 1An annual charge is deducted for the rider. 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. Products not available in all states. 1-800-294-1322, UBS Securities LLC by telephone at 1-888-827-7275 or
2 Not available on Performance Elite 7 products. If Athene lowers the declared 1-Year Point-to-Point Index Strategy Annual Cap Rate below the Bailout Cap Rate, this feature gives full access to the Accumulated Value for up to 30 days after the Contract Anniversary in which the Bailout Cap Rate was pierced - free of any charges - so clients can feel confident about their money. Optima-Regular preferred stock issuance. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. xmp.did:74117FC520071168B34BA149FDF45C78 4Not available in all states. At Athene, were always reaching higher so you retire better. Todays announcement reflects intermediate-term capital
Become a Game Changer and help more people make their next life their best life. Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. Athene Ascent 10 Bonus Pro Income Base Bonus N/A 3% High Band 1% Low Band OR = 3% 3% High Band 1% Low Band OR = 3% 3% High Band 1% Low Band OR = 3% 3% High Band . NO BANK/CREDIT UNION GUARANTEE. 6.1 Following that seminar, you may even have made a follow-up appointment with the presenter or with another financial advisor, with the purpose of purchasing an annuity. 3The bonus and any earnings on the bonus are subject to a Premium Bonus Vesting Adjustment. With an Athene Income Preferred Bonus Fixed Indexed Annuity, you can save more money for retirement income. Greenville, SC 29602-9032. Become a Game Changer and help more people make their next life their best life. Built for accumulation with highly competitive rates. The Income Base will be credited with a simple interest credit. If withdrawals subject to a Withdrawal Charge are taken (including a full surrender), the credit will not be applied. send you the prospectus if you request it from Morgan Stanley & Co. LLC
Not all reinsurance products or structures offered are available in all jurisdictions. Insurance products may not be available in all states. Make your money work for the long term 7 The Strategy Charge Credit will be added to the Accumulated Value at the end of the Withdrawal Charge period if the sum of all sum of all strategy charges applied, minus the sum of all interest credits, is greater than zero. 3676022683 Currently, there is $172 million of share repurchase capacity remaining
Provides an immediate increase to the annuity's Accumulated Value.3, Beginning in the first Contract Year, you can withdraw up to 10% of your annuitys Accumulated Value each Contract Year without a Withdrawal Charge or Market Value Adjustment (MVA).3, Provides the opportunity for a one-time automatic interest credit. approach toward managing shareholder capital and opportunistically
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jYsl/? W 64 in Florida. Financial professionals will be paid a commission on the sale of an annuity. To complete your product training, visit the RegEd site, Discover everything you need to know about the indices that power Athene annuities, go to Index Information, For product support or to run an illustration, contact the best Sales Desk in the business at 888-ANNUITY. If you look far and wide, you would still be hard pressed to find any financial product or services that did not charge a fee. 8:00 a.m. - 5:00 p.m. CT, Monday - Friday, Pursue growth potential without sacrificing security. Athene Performance Elite Plus for growth + liquidity. Training is required prior to selling any Athene annuity. The purpose of this material is solicitation of insurance. Mailing Address: Product features, limitations and availability vary; see the Certificate of Disclosure for details. MAY LOSE VALUE. 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. Withdrawals are not credited with index interest in the year they are taken. Athene has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. We have a strong track record of
Retire with confidence Product features, limitations and availability vary; see the Certificate of Disclosure for details.
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For financial professional use only. Mailing Address: All forward-looking statements described herein are qualified by these
This is an independent annuity product review. Athene Ascent Pro 10 Bonus Rates and Availability, Athene Ascent Pro 10 Bonus Payout Factors. It's a great time for you to join one of the leading retirement services companies. P.O. All transactions are subject to meeting a reinsurers underwriting requirements. purchases, and repurchasing common stock at compelling levels of
organic growth, acting as a solutions provider within the restructuring
The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. 3471348815 2544995925 uuid:bdbe0250-a3bc-d14a-8854-cb8a3fe66a1d You may also have recently attended an annuity seminar. xmp.did:272A5B23652068118083F0B7E582CB61 IMMEDIATE INCOME BONUS FEATURES ATHENE GLWBSM Rider - AN3025 (12-08) 6.5% compounded annually; credited annually 10 years 1% no recapture / In addition to any premium bonus available with annuity Helps clients create buildup more quickly ATHENE Enhanced GLWBSM Rider - AN3026 (12-08) 6.5% compounded annually; credited annually A variety of complementary indices, many exclusive to Athene, deliver elite growth potential.1The strong optional liquidity features bring added flexibility and peace of mind. results, events or developments referenced herein will occur or be
PEMBROKE, Bermuda-- (BUSINESS WIRE)-- Athene Holding Ltd. ("Athene") (NYSE: ATH), a leading provider of retirement savings products, is launching an opportunistic offering of preference shares (to be represented by depositary shares). Contact your back office or the Athene Sales Desk for product availability. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. It's a great time for you to join one of the leading retirement services companies. Includes all the features above plus a liquidity rider (for a charge) with features that are among the most robust in the industry. Annuity contracts and group annuity contracts are issued by Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY, in New York state. Reinsurers may not be licensed in all states. Contact Us. These annuities allow customers to tie their assets to a market index available through Athene. Today, because there are many retirees and pre-retirees who are concerned about keeping their principal safe, and having an income that is guaranteed for life, a financial or insurance advisor is likely to focus on the protection and income features of this annuity. This material is a general description intended for general public use. The Income Base is not available in a lump sum. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. 2018, Athenes Board of Directors has authorized approximately $500
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. MAY LOSE VALUE. While your money is not invested directly in the index, you do receive index credits based partly on how the index performs. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. Built for accumulation with a Return of Premium guarantee. Save more with great rates and lower potential risk 2015-05-14T10:55:09-05:00 West Des Moines, IA 50266, Call: 888-ANNUITY (888-266-8489) While your money is not invested directly in the index, you receive Segment Credits based partly on how the index performs. Not all reinsurance products or structures offered are available in all jurisdictions. shareholder value, said Mr. Belardi. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. underwriter or any dealer participating in the offering will arrange to
Then, once we have run these figures, we will provide you with a detailed spreadsheet at no charge. Financial professionals will be paid a commission on the sale of an annuity. Call 855-615-2276 to speak to an Alliance-One customer service representative. With that in mind, this annuity review is here to provide you with more in-depth details about the Athene Income Select Bonus fixed index annuity. ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. Annuity contracts and group annuity contracts are issued by Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY, in New York state. The institutional channel includes reinsurance and group annuity contracts related
All Rights Reserved | Privacy Policy, Independent Review of the American Equity Foundation Gold Fixed Index Annuity, Independent Review of the American General Power Advantage 10 Fixed Index Annuity, We use cookies to enhance your experience while using our website. See the Indexed Strategy Inserts for more information. Terminal Illness and Confinement Waivers.4. Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. There, in return for a complimentary dinner or lunch, the presenter may have gone into detail about the Athene Income Select Bonus annuity or some other similar product. Optima Many 65-year-olds may live into their 80s or longer. stated Jim Belardi, CEO of Athene. TrueType Collection Products not available in all states. It's a great time for you to join one of the leading retirement services companies. For claim forms, call 800-926-7599 to speak with a customer service representative. our assumptions and estimates; our ability to maintain or improve
Creating lifetime income for a secure retirement. Ascent 10 Bonus Select: Ascent 5: ATHENE Performance Elite 10 Plussm: ATHENE Performance Elite 10 Pro Plussm: ATHENE Performance Elite 10 Prosm . This material should not be interpreted as a recommendation by Athene Annuity and Life Company, Athene Annuity & Life Assurance Company, Athene Annuity & Life Assurance Company of New York, or Athene Securities, LLC. Athene Ascent Pro 10 Bonus Annuity safely grows retirement savings and guarantees an inflation-adjusted income for life. Going to that annuity seminar may even have been the catalyst that ultimately has brought you here to our site. Linotype AG a Delaware-domiciled insurance company, Athene Annuity and Life Company,
Aviva AIL Income Preferred Ten Guide - National Benefit Advisory life insurance industry, maintaining capital for opportunistic asset
Need to change your beneficiary? 5Not available in all states. property; the ability to maintain or obtain approval of the Delaware
Linotype AG See page 11 for additional information. Financial professionals will be paid a commission on the sale of an annuity. Mailing Address: Registered Index-Linked Annuities (RILAs), Additional Beneficiaries Designation- Supplement to Beneficiary Change, Income Benefit Rider Election and Service Request Form - TargetPay and TargetPay Plus, Required Minimum Distribution (RMD) Request, Withdrawal Request - Tax Sheltered Annuity (TSA), Income Rider Withdrawal Request for BPA Income, Income Rider Withdrawal Request for Fixed Products, Income Rider Withdrawal Request for Indexed Products, Income Rider Withdrawal Request for LifeTime Solutions Annuity, Annuity Claim Form Statement of Beneficiary, Individual Beneficiary Qualified Claims Form Kit, Individual Beneficiary Non-Qualified Claims Form Kit, Electronic Funds Transfer (EFT) Authorization, Authorization to Release Policy Information, Collateral Assignment of Life Insurance or Non-Qualified Annuity Form, Request for Policy Change Flexible Premium Universal Life, Request to Convert Term Policy to Whole Life, Request to Change to Extended Term or Reduced Paid Up, Request for Full/Partial Surrender - Life Insurance, Request for Distribution of Life Insurance Maturity Proceeds, Athene Annuity & Life Assurance Company of New York Appendix 10A (Alternate 1), Athene Annuity & Life Assurance Company of New York Appendix 10C (Alternate 1), Athene Annuity & Life Assurance Company of New York Appendix 11 (Alternate 1), Authorize an Electronic Funds Transfer EFT, Company, Partnership or LLC Verification Form, Authorize automatic withdrawals from my annuity contract, Make a partial withdrawal from my annuity contract, Make a partial withdrawal from my TSA/403b contract, Substantially Equal Periodic Payments under 72q & 72t, Convert my existing traditional IRA to a Roth IRA, Transfer funds from Employee Retirement Plan, Withdrawal and Surrender Request Annuity Contracts Only, Withdrawal, Surrender and RMD -Pension Plan (does not include 403(b)/TSA), Substantially Equal Periodic Payments under 72q and 72t, IRA Qualified Charitable Distribution Request, Change your existing 403(b)/TSA to a Traditional IRA, Change your existing Traditional IRA to a SEP-IRA, Change your existing Pension, Money Purchase, or Profit Sharing Plan to a Traditional IRA, Change your existing SEP-IRA to a Traditional IRA, Change your existing 401(k) to a Traditional IRA, Convert your existing Traditional IRA to a Roth IRA, Authorize an Electronic Funds Transfer (EFT), Variable Universal Life Service Request Form, Clarity Variable Annuity Service Request Form, Clarity 2+2 Variable Annuity Service request Form, Variable Annuity Disbursement Request Form, Make an IRA Qualified Charitable Distribution, Withdrawal and Surrender Request- Annuity Contracts Only, Withdrawal, Surrender and RMD - Pension Plan (does not include 403(b)/TSA), Request withdrawal under Terminal Illness/Confinement Waiver, Benefit 10 Request withdrawal under Terminal Illness/Confinement, Request to Begin, Suspend or Restart Income Rider Payments; Request to Terminate Income Rider, Benefit 10 Request to Begin, Suspend or Restart Income Rider Payments; Request to Terminate Income Rider, Request to Transfer Traditional IRA to SEP-IRA, Request to Transfer SEP-IRA to Traditional IRA, Policy Change Flexible Premium Universal Life, Annuity Substantially Equal Periodic Payments Under I.R.C. default 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 . Additional limitations, variations, and exclusions may apply. Check out these strategies to make sure your money lasts as long as you do. Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. Buffer Rate: A level of protection from potential market loss up to a Buffer Rate. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. 4These benefits are NOT long-term care insurance nor are they a substitute for such coverage. The Athene Income Select Bonus annuity is no different. Annuity contracts and group annuity contracts are issued by Athene Annuity and Life Company (61689), West Des Moines, IA, and Athene Annuity & Life Assurance Company (61492), Wilmington, Delaware, in all states (except New York), and in D.C. and PR. That's Performance. NOT A DEPOSIT. Department of Insurance, the Iowa Insurance Division and other
an Iowa-domiciled insurance company, Athene Annuity & Life Assurance
Annuity contracts and group annuity contracts are issued by Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY, in New York state. Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances. Athene has filed a registration statement (including a prospectus) with
million of share repurchase capacity; to date, the Company has
Waivers/benefits may not be available in all states. For a full explanation of an annuity, please refer to the Certificate of Disclosure or Prospectus (as applicable) and contact your financial professional or the company for costs and complete details. Contact Us. current report on Form 8-K filed June 5, 2019, each of which can be
NOT A DEPOSIT. 6.1 ?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. Athene Securities, LLC (Athene Securities) is the distributing underwriter of the contract. 6631 Status of business submitted, outstanding requirements, transfers, rollovers Not all reinsurance products or structures offered are available in all jurisdictions. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. No problem! Beginning in the first Contract Year, you can withdraw up to 10% of your annuitys Accumulated Value each Contract Year without a Withdrawal Charge or Market Value Adjustment (MVA).3, Provides the opportunity for a one-time automatic interest credit. For claim forms, call 800-234-5514 to speak with a customer service representative. NOT A DEPOSIT. Discover why a registered index-linked annuity may be an important part of your retirement financial strategy. Learn more about Athene FIAs. Understanding common misconceptions can help you determine if a fixed indexed annuity is right for you. Annuity contracts and group annuity contracts are issued by Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY, in New York state. The key to achieving emotional and financial well-being in retirement is preparation. Yet, while growing your money, keeping it safe, and knowing that you will have an income for life can initially sound like the best of all worlds, there are also some things that you need to know about the Income Select Bonus annuity from Athene before you dive in head first. Please see Certificate of Disclosure for more information on these features. . NOT A DEPOSIT. seeking to fund retirement needs. 7700 Mills Civic Parkway Terminal Illness and Confinement Waivers.4. https://www.businesswire.com/news/home/20190605005566/en/. Not to be used with the offer or sale of annuities. You can find the Fund's . We do, however, also want to be clear in that we fully believe that annuities can, in fact, offer a long list of very good benefits provided that they are a good fit for you and your overall financial goals. When you purchase the Athene Ascent Pro fixed indexed annuity and income rider, an Income Base is set up for your rider. Generally,
Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Athene Ascent 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. This, however, is not necessarily a positive thing. Withdrawals in excess of the free amount are subject to a Withdrawal Charge, MVA and any Premium Bonus Vesting Adjustment which may result in the loss of principal. Launching a preferred stock offering is consistent with our flexible
This material should not be interpreted as a recommendation by Athene Annuity and Life Company, Athene Annuity & Life Assurance Company, Athene Annuity & Life Assurance Company of New York, or Athene Securities, LLC. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. * Income Preferred Series - no MVA. With Participation Rates over 100%, you have the opportunity to earn Segment Credits that may even exceed index returns. 3. Product not available in all states. TrueType Collection All of the names, marks, and materials that were used for this annuity review are the property of their respective owners. 0 Yet, as you scan the world wide web for more information, it is probable that you have stumbled across other sites that try to lure you in by making claims like the following: Even though these claims may sound great initially, the truth is that they may not all be true. Accumulation may not exceed 20 Contract Years. Athene RILAs offer unique crediting features that can potentially enhance growth and step-up protection. For a full explanation of an annuity, please refer to the Certificate of Disclosure or Prospectus (as applicable) and contact your financial professional or the company for costs and complete details. general economic conditions; our ability to protect our intellectual
Are there any other annuities that you would like to see information about? NO BANK/CREDIT UNION GUARANTEE. The Athene Agility annuity is a fixed indexed annuity with a $10,000 minimum investment and a maximum issue age of 83. Training is required prior to selling any Athene annuity. All transactions are subject to meeting a reinsurers underwriting requirements. designed for the increasing number of individuals and institutions
Fixed indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. Thats where having an Annuity Investigator who loves math comes in. The products offered by Athene include: Athene had total assets of $132.9 billion as of March 31, 2019. Please reach out to your financial professional if you have any questions about insurance products and their features. Protecting savings in turbulent times. capital deployment opportunities, including continuing profitable
Any sale of an annuity will require contact with a financial professional. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. Athene is driven to deliver innovative fixed and fixed indexed annuities that help you win your market. xmp.iid:916C9A28682068118083F0B7E582CB61 If Athene lowers the declared 1-Year Point-to-Point Index Strategy Annual Cap Rate below the Bailout Cap Rate, this feature gives full access to the Accumulated Value for up to 30 days after the Contract Anniversary in which the Bailout Cap Rate was pierced - free of any charges - so clients can feel confident about their money. Optima-Italic MAY LOSE VALUE. 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. MAY ONLY BE OFFERED BY A LICENSED INSURANCE AGENT. Premium Bonus annuities include a Premium Bonus Vesting Schedule and may include a lower Cap Rate, lower Participation Rate, higher Annual Spread, or other limitations not included in similar annuities that dont offer a Premium Bonus feature. Includes all the features above plus a liquidity rider (for a charge) with features that are among the most robust in the industry. We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. representing an adjusted price-to-book value multiple of approximately
Annuity contracts and group annuity contracts are issued by Athene Annuity and Life Company (61689), West Des Moines, IA, and Athene Annuity & Life Assurance Company (61492), Wilmington, Delaware, in all states (except New York), and in D.C. and PR.
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