athene income preferred bonus prospectus

The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. Reinsurance Affiliate (ACRA) its previously announced strategic risk-reward, all while preserving balance sheet strength. Segment Credit: The amount credited to each Segment Option according to the terms of the Segment Option and Crediting Method. Athene Ascent Pro fixed indexed annuity turns the income rider into income opportunity. All of the forms you may need are just a few questions away. Call 888-ANNUITY (888-266-8489) and we'll be happy to help you. We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. Built with the potential to grow savings and create a guaranteed income stream to last a lifetime. 0 Here's how you can get a hold of us 800.255.2405 Annuity Sales Support ext. If youve been trying to find as much information as you can about annuities on the Internet, it is highly likely that you have come across many conflicting details about these products. NO BANK/CREDIT UNION GUARANTEE. Athene has filed a registration statement (including a prospectus) with 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. security will diversify our capital structure, receive favorable equity How? A new Strategy Charge Rate will be declared at the start of each Index Term Period. This website contains highlights only. stated Jim Belardi, CEO of Athene. Please see Certificate of Disclosure for more information on these features. regulations; the accuracy of our interpretation of the Tax Cuts and Jobs solicitation of an offer to buy any securities, nor shall there be any This is an independent annuity product review. In Oregon, the Performance Elite 15 Plus Enhanced Free Withdrawal amount is 0% in the first year and increases to 10% beginning in the second contract year. This, however, is not necessarily a positive thing. In this review well cover the following information on the Athene Income Select Bonus Fixed Index Annuity: Annuities can be complex. However, you may also find that it can fall somewhat short and that there could be some other alternatives out there that are better for you. Training is required prior to selling any Athene annuity. ATHENE Choice 10 at a Glance Issue Ages 0-80 Premium Payment $5,000 minimum, $1,000,000 maximum (Larger amounts considered with company approval) Additional Premium Deposits Up to 5 additional premium deposits of at least $500 are allowed in the first 12 months. 64 in Florida. Products not available in all states. Reviews are posted at the request of readers so they could see an independent perspective when breaking down the positives and negatives of specific annuity contracts. Athene is driven to deliver innovative fixed and fixed indexed annuities that help you win your market. Adobe InDesign CS6 (Macintosh) The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. Athene, through its subsidiaries, is a leading retirement services Because there are so many new annuities coming to market many with a myriad of various bells and whistles these products can be very confusing. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. 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. The Income Base is not available in a lump sum. With that in mind, if you happened to notice anything in this review that needs to be corrected and/or updated, please let us know that, too, and we will get on the revisions right away. shareholder value, said Mr. Belardi. MAY ONLY BE OFFERED BY A LICENSED INSURANCE AGENT. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. 2018, Athenes Board of Directors has authorized approximately $500 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. Atlanta, GA 31139, Mailing Address: it remains a highly accretive capital deployment opportunity to drive 0 shares of its common stock in the open market over the past month. P.O. According to the product literature, a 5% first-year premium bonus will be credited upon receipt of each premium during the first year of the contract. Company of New York, a New York-domiciled insurance company and Athene 8:00 a.m. - 5:00 p.m. CT, Monday - Friday, Pursue growth potential without sacrificing security. Athene Ascent Pro 10 Bonus Rates and Availability, Athene Ascent Pro 10 Bonus Payout Factors. Losses in excess of the Buffer Rate will reduce your Segment Value. 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. our annual report on Form 10-K for the year ended December 31, 2018, total of $325 million at an average price of $41.49 per share, Call 888-266-8489 to speak to a customer service representative. terms received. The purpose of this material is solicitation of insurance. Combines a lower Guaranteed Simple Interest Rate with the potential for Interest Credits. Financial professionals will be paid a commission on the sale of an annuity. 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. # Maximum issue age for Income Preferred Bonus in Indiana is 74. When you purchase the Athene Ascent Pro fixed indexed annuity and income rider, an Income Base is set up for your rider. Athene USA For more information on how to compare annuities in order to determine which one may be the best for you and your financial circumstances, click here to obtain our free annuity report. File a claim? The Athene Agility annuity is a fixed indexed annuity with a $10,000 minimum investment and a maximum issue age of 83. How you can generate big savings without exposing yourself to too much risk. Athene Holding Ltd. (Athene) (NYSE: ATH), a leading provider of 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. Please see Certificate of Disclosure for more information on these features. interest rate fluctuations; changes in the federal income tax laws and 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. 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. Features vary by product. 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. regulatory authorities as required for our operations; and other factors xmp.did:272A5B23652068118083F0B7E582CB61 0 For most FIAs, a crediting strategy is made up of three parts. Athene AccuMax ICC20 STA (11/20);Athene Accumulator GEN (09/15) NBand Athene Accumulator Legacy Rider ICC16 GMDB (06/16);Athene Agility GEN (09/15) NB, Income and Death Benefit Rider IR (06/18)and Enhanced Income Benefit Endorsement EIBR (06/18);Athene Ascent Pro GEN (09/15) NB, GEN10 (04/14)and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15);Athene Ascent Pro 10 Bonus GEN10 (04/14)and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15);Athene Performance Elite GEN (09/15) NB, GEN10 (04/14), TBS15 (09/12)Athene Performance Elite Plus BONUS (04/17)and Enhanced Liquidity Rider ICC15 PEPR (11/14);Athene Protector GEN (09/15) NBand Return of Premium Rider ICC17 ROP (08/17)or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA.

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