athene income preferred bonus prospectus athene income preferred bonus prospectus

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athene income preferred bonus prospectusPor

May 20, 2023

Act; litigation (including class action litigation), enforcement Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. 5Not available in all states. The Athene Agility annuity is a fixed indexed annuity with a $10,000 minimum investment and a maximum issue age of 83. Insurance products may not be available in all states. We also use content and scripts from third parties that may use tracking technologies. Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. Greenville, SC 29602. 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. Athene USA It's a great time for you to join one of the leading retirement services companies. million of share repurchase capacity; to date, the Company has 2544995925 funding our operations with the most efficient capital available to us, application/pdf Athene USA Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. 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. Please reach out to your financial professional if you have any questions about insurance products and their features. financial strength ratings; our ability to manage our business in a 80820_QRG_MC_FIA_0314.indd Please reach out to your Financial Professional for more details on state approvals and firm guidelines. The Strategy Charge Credit will be applied pro rata across all funded strategies. 8 Withdrawals 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. %PDF-1.6 % Retail fixed and fixed indexed annuity products; Reinsurance arrangements with third-party annuity providers; and. Athene AccuMax ICC20 STA (11/20); Athene Accumulator GEN (09/15) NB and 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 . Use these resources to help you make your next life your best life. Optima The initial premium required to purchase an Athene Fixed Indexed Annuity is $5,000. capital; new accounting rules or changes to existing accounting rules; 64 in Florida. Call 888-ANNUITY (888-266-8489) and we'll be happy to help you. Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. representatives from time to time may contain, forward-looking 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. We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. repurchases of common stock is estimated to be approximately 15% of the 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. What is a registered index-linked annuity and how does it work? If qualifications are met, the Lifetime Income It's a great time for you to join one of the leading retirement services companies. So, if you still have any additional questions about the Athene Income Select Bonus annuity, then please feel free to contact us directly here, through our secure contact form. Accumulation may not exceed 20 Contract Years. TrueType Collection If qualifications are met, the Lifetime Income preference shares (to be represented by depositary shares). realized. 0 endstream endobj 3 0 obj <> endobj 6 0 obj <>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 7 0 obj <>/Font<>/ProcSet[/PDF/Text]>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 8 0 obj <>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 9 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Shading<>/XObject<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 10 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Shading<>/XObject<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 11 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Shading<>/XObject<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 12 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Shading<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 13 0 obj <>/Font<>/ProcSet[/PDF/Text]>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 62 0 obj <>stream PO Box 19014 The Income Preferred Pro is available to customers in Florida 65 and over. And, be sure to check back soon. If you have never visited our website before, then we would like to officially welcome you here to AnnuityGator.com. 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. MAY ONLY BE OFFERED BY A LICENSED INSURANCE AGENT. 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. MAY LOSE VALUE. Withdrawals are not credited with index interest in the year they are taken. from those set forth in, or implied by, such statements. 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. Optima-Regular Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Optima This includes not just the good, but also the bad, and even the just plain ugly. Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. this communication relates. PO Box 19087 &R )f_|f6 $RC(;u\eYthzz]mQz6{u jYsl/? W Greenville, SC 29602-9014. or similar expressions. 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. Every FIA is different, but youll generally choose a term from one to 7 years. 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. This annuity has six different crediting strategies, as well as a first-year premium bonus that is credited immediately, rather than incrementally. Des Moines, IA 50306-1555. life insurance industry, maintaining capital for opportunistic asset Athenes xmp.id:926C9A28682068118083F0B7E582CB61 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. Please reach out to your financial professional if you have any questions about insurance products and their features. Athene Income Select Bonus Fixed Index Annuity at a Glance. Buffer Rate: A level of protection from potential market loss up to a Buffer Rate. The Income Base will also increase by 200% of any Interest Credits that are added to the annuitys Accumulated Value.2. While your money is not invested directly in the index, you receive Segment Credits based partly on how the index performs. The key to achieving emotional and financial well-being in retirement is preparation. Financial professionals will be paid a commission on the sale of an annuity. Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. 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. Because we've grown through the acquisition of multiple companies, with separate support teams. NO BANK/CREDIT UNION GUARANTEE. View source version on businesswire.com: https://www.businesswire.com/news/home/20190605005566/en/, Media ContactKaren Lynn+1 441 279 8460+1 515 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. seeking to fund retirement needs. Predictable growth with a strong Guaranteed Simple Interest Rate. For claim forms, call 800-800-9882 to speak with a customer service representative. 0 3. sale of these securities in any state or jurisdiction in which such These include: The product is also fairly flexible during the accumulation period, as it allows you the flexibility to move money between different strategies. 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. Products not available in all states. How long do you want the strategy to last? You may get these documents for free by visiting 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. If withdrawals subject to a Withdrawal Charge are taken (including a full surrender), the credit will not be applied. the Securities and Exchange Commission (SEC) for the offering to which Become a Game Changer and help more people make their next life their best life. Reinsurers may not be licensed in all states. Retire with confidence underwriter or any dealer participating in the offering will arrange to 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. 4These benefits are NOT long-term care insurance nor are they a substitute for such coverage. Please reach out to your financial professional if you have any questions about insurance products and their features. Up to 10% free withdrawals per year, available immediately8, Up to 20% free if no withdrawals are taken in the prior year8, Return of Premium Benefit available after the fourth Contract Year9. It could happen. For claim forms, call 800-926-7599 to speak with a customer service representative. Registered Index-Linked Annuities (RILAs). Reinsurers may not be licensed in all states. Reinsurers may not be licensed in all states. 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. 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. Registered index-linked annuities can only be marketed and sold by securities licensed financial professionals. Training is required prior to selling any Athene annuity. 1An annual charge is deducted for the rider. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. management and the management of Athene's subsidiaries. Athene Securities, LLC (Athene Securities) is the distributing underwriter of the contract. our assumptions and estimates; our ability to maintain or improve 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. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. If you are currently in the process of considering an annuity, then it is important to know that these products can be a logical choice if you are seeking a lifetime income in retirement, along with other key benefits. Help reach retirement savings goals with growth potential, tax deferral and guaranteed returns. allocation considerations to help us continue to deliver significant

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athene income preferred bonus prospectus