to maximize income. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. Athene Amplify 2.0 RIA II (01/22) or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA, and distributed by its affiliate Athene Securities, LLC, West Des Moines, IA, member FINRA/SIPC, a registered broker-dealer. The Income Base is not available in a lump sum. capacity to offset any near-term earnings dilution associated with a Reinsurers may not be licensed in all states. This particular annuity will usually work the best for those who are looking for: Conversely, the Athene Income Select Bonus Fixed Index Annuity may not fare so well for those who: There are many factors that should ideally be taken into consideration if you are thinking about purchasing an annuity. 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. TrueType Collection authorized a contingent increase in the Companys share repurchase Please reach out to your financial professional if you have any questions about insurance products and their features. Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. NO BANK/CREDIT UNION GUARANTEE. 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. Therefore, if you did find that this annuity review was beneficial to you, then please feel free to forward it on and to share it with anyone else that you think may benefit from it, as well. Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. 1 0 obj <>]/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream Over the past several years due in large part to the constant volatility of the stock market these types of annuities have become quite popular. Protecting savings in turbulent times. This press release shall not constitute an offer to sell or the The Income Base is not available in a lump sum. Not all reinsurance products or structures offered are available in all jurisdictions. There are two types of interest crediting strategies. Not to be used with the offer or sale of annuities. found at the SECs website www.sec.gov. Buffer Segment Option ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. Athene USA uuid:bdbe0250-a3bc-d14a-8854-cb8a3fe66a1d We make the complex, simple. 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. support a portion of its funding commitment to Athene Co-Invest These should include but are not limited to how the annuity can produce a return, how safe your money will be, how the income will pay out, and whether or not there are any other optional features that may be added to the annuity (as well as any added costs). NOT A DEPOSIT. Optima-Regular For claim forms, call 800-234-5514 to speak with a customer service representative. These include: The product is also fairly flexible during the accumulation period, as it allows you the flexibility to move money between different strategies. other operational systems failures; the continued availability of Optima Adobe InDesign CS6 (Macintosh) 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. A dynamic solution for todays investor seeking higher returns in volatile markets, An Athene Financial Professional can help find the product thats right for you. These annuities allow customers to tie their assets to a market index available through Athene. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. believes, expects, intends, anticipates, plans, seeks, designed for the increasing number of individuals and institutions Your email address will not be published. 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. retirement savings products, is launching an opportunistic offering of The purpose of this material is solicitation of insurance. Please reach out to your financial professional if you have any questions about insurance products and their features. How? 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. Terminal Illness and Confinement Waivers.4. Greenville, SC 29602-9032. Understanding common misconceptions can help you determine if a fixed indexed annuity is right for you. 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. An Income Base Bonus provides an initial boost. risk-reward, all while preserving balance sheet strength. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. The key to achieving emotional and financial well-being in retirement is preparation. Contact your back office or the Athene Sales Desk for product availability. Any sale of an annuity will require contact with a financial professional. Athene Ascent Pro GEN (09/15) NB, GEN10 (04/14) and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15) or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. Creating lifetime income for a secure retirement. application/pdf Cap Rate: The maximum positive index change that will be used in the calculation of Segment Credits that may be applied to a Segment Option. 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. TrueType Collection near-term earnings dilution resulting from a preferred stock issuance Built for accumulation with a Return of Premium guarantee. Athene Amplify 2.0 RIA II (01/22) or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA, and distributed by its affiliate Athene Securities, LLC, West Des Moines, IA, member FINRA/SIPC, a registered broker-dealer. NO BANK/CREDIT UNION GUARANTEE. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit. 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. purchases, and repurchasing common stock at compelling levels of Predictable growth with a strong Guaranteed Simple Interest Rate. You may find that, if you run a test with this Athene Annuity, there may be some nice benefits that it will offer. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. To view individual credentials, go to https://brokercheck.finra.org/. This refers to how your interest credits are calculated and is generally either a fixed rate or a point-to-point method. compound annual growth in adjusted book value per share over the past 10 solicitation of an offer to buy any securities, nor shall there be any 6.1 Peace of mind for the journey ahead ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. A fixed indexed annuity that's focused on income. The bonus and any earnings on the bonus are subject to a Premium Bonus Vesting Adjustment. Not all reinsurance products or structures offered are available in all jurisdictions. current report on Form 8-K filed June 5, 2019, each of which can be Going to that annuity seminar may even have been the catalyst that ultimately has brought you here to our site. 3 retirement options to consider aside from a 401(k), Youre comfortable with financial risk, but you want a portion of your retirement savings to have a, You want the risk you do accept to translate into. 0 Athene Ascent Pro fixed indexed annuity turns the income rider into income opportunity. HWmo Bg[E/3p How liquid assets fit into your retirement plan. representing an adjusted price-to-book value multiple of approximately 7700 Mills Civic Parkway Segment Credit: The amount credited to each Segment Option according to the terms of the Segment Option and Crediting Method. Additional limitations, variations, and exclusions may apply. This, however, is not necessarily a positive thing. Athene Annuity and Life Company is a subsidiary of Athene Holding, Ltd., and is part of the large family of Athene companies. 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. 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. Become a Game Changer and help more people make their next life their best life. You can find the Fund's . PO Box 19032 They are designed to be a long-term investment product used to help provide income for retirement and are not suitable as a short-term investment. Please see Certificate of Disclosure and other documents for additional detail on this provision. S7293_CurrentAnnuities_05-15.indd 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. Please see Certificate of Disclosure for more information. 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. P.O. The purpose of this material is solicitation of insurance. Product features, limitations and availability vary; see the Certificate of Disclosure for details. 8:00 a.m. - 5:00 p.m. CT, Monday - Friday, Pursue growth potential without sacrificing security. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. repurchases of common stock is estimated to be approximately 15% of the For claim forms, call 800-800-9882 to speak with a customer service representative. # Maximum issue age for Income Preferred Bonus in Indiana is 74. accomplish these objectives, Athene is launching a preferred stock PDF/X-4 Save my name, email, and website in this browser for the next time I comment. Training is required prior to selling any Athene annuity. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. amended. Financial professionals will be paid a commission on the sale of an annuity. allocation considerations to help us continue to deliver significant 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. PO Box 19014 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. Product features, limitations and availability vary; see the Certificate of Disclosure for details. offer, solicitation, or sale would be unlawful prior to registration or AnnuityAdvisors - Where advisors go for advice - Annuity Financial offering proceeds, with the final amount determined upon closing. Income that lasts Optima-Bold Greenville, SC 29602-9087, Mailing Address: %PDF-1.6 % TrueType Collection The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. In fact, we dare say that our site is the only place where you can truly get all of the details about annuities that you need. 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. Use these resources to help you make your next life your best life. And, when it comes time to convert the annuity over into an income stream, you can choose the lifetime option and, in turn, receive a guaranteed stream of income for the rest of your life regardless of how long that may be. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. Wells Fargo Securities, LLC by telephone at 1-800-645-3751. an Iowa-domiciled insurance company, Athene Annuity & Life Assurance You may get these documents for free by visiting FIAs are powered by the crediting strategy you choose. 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. All transactions are subject to meeting a reinsurers underwriting requirements. It's a great time for you to join one of the leading retirement services companies. 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. If qualifications are met, the Lifetime Income 8:00 a.m. - 5:00 p.m. CT, Monday - Friday. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. This is an independent annuity product review. Due to our experience and the information thatwe provide, we have come to be a trusted source. If at the end of the withdrawal charge period, the total interest credited to the Accumulated Value is less than the Minimum Interest Credit, the client automatically receives a one-time interest credit equal to the difference.4. MAY ONLY BE OFFERED BY A LICENSED INSURANCE AGENT. 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. 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. proof:pdf million of share repurchase capacity; to date, the Company has 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. All forward-looking statements described herein are qualified by these You may get these documents for free by visiting EDGAR on the SEC Web site at www.sec.gov. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. 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. 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. 0 Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Product features, limitations and availability vary; see the Prospectus for details. You decide how much to save. Learn more about Athene FIAs. Product features, limitations and availability vary; see the Certificate of Disclosure for details. So, if you are ready to proceed, then lets get started! 0 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. Linotype AG All transactions are subject to meeting a reinsurers underwriting requirements. We do not undertake any obligation to update or revise Product features, limitations and availability vary; see the Certificate of Disclosure for details. For example, the Athene Income Select Bonus Fixed Index Annuity can allow you the opportunity to earn a market index-linked return, while also keeping your money safe during market downturns. Training is required prior to selling any Athene annuity. company that issues, reinsures and acquires retirement savings products or similar expressions. Riders vary by product and are often at an additional charge. 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. 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. See the Indexed Strategy Inserts for more information. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. 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. While the name Athene USA is somewhat new in the industry, this entity has actually acquired several other insurance and financial companies that have a long-standing, positive track record some having served their customers for more than a century. Includes all the features above plus a liquidity rider (for a charge) with features that are among the most robust in the industry. Financial professionals will be paid a commission on the sale of an annuity. The institutional channel includes reinsurance and group annuity contracts related total of $325 million at an average price of $41.49 per share, 2018, Athenes Board of Directors has authorized approximately $500 Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Athene Ascent Pro 10 Bonus GEN10 (04/14) and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15) or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. funding our operations with the most efficient capital available to us, xmp.did:272A5B23652068118083F0B7E582CB61 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.
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