shareholder value, said Mr. Belardi. Adobe InDesign CS6 (Macintosh) Income Preferred Bonus S (0-78) Income Preferred Ten (0-78) Initial Premium $5,000-$74,999 Initial Premium $75,000+ Initial Premium $5,000-$74,999 Initial Premium We do not undertake any obligation to update or revise The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. In addition, we also know that details about annuities and other financial products, too can change somewhat quickly. 1An annual charge is deducted for the rider. Optima-BoldItalic Act; litigation (including class action litigation), enforcement preference shares (to be represented by depositary shares). 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. PDF For income that lasts as long as your retirement. - annuityexpertadvice.com current report on Form 8-K filed June 5, 2019, each of which can be For claim forms, call 800-926-7599 to speak with a customer service representative. You may get these documents for free by visiting EDGAR on the SEC Web site at www.sec.gov. Box 1555 Includes all the features above plus a liquidity rider (for a charge) with features that are among the most robust in the industry. For income that lasts as long as your retirement, Athene Ascent Pro Bonus fixed indexed annuity turns the income rider into income opportunity. Thats where having an Annuity Investigator who loves math comes in. 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. There are two types of interest crediting strategies. 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. Not to be used with the offer or sale of annuities. This annuity review is meant solely to be an independent review at the request of our readers so that they may see out perspective when breaking down the positives and the negatives of this particular annuity. Athene Launches Preferred Stock Offering. Athene has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. %PDF-1.6 % statements within the meaning of the Private Securities Litigation This can, in turn, allow your money to grow and compound exponentially over time. Theseproducts and the components and features contained within are not available in all states or firms. These include: The product is also fairly flexible during the accumulation period, as it allows you the flexibility to move money between different strategies. 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. For instance, in return for allowing your principal to remain safe, your upside potential is limited by being capped. 6.1 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. Athene Income Select Bonus Fixed Index Annuity at a Glance. 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. Need to change your beneficiary? Please see Certificate of Disclosure and other documents for additional detail on this provision. capacity to offset any near-term earnings dilution associated with a 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. 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. 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. capital deployment opportunities, including continuing profitable This is the market index your growth is based on. Adobe InDesign CS6 (Macintosh) Nothing on this website is a recommendation to buy or sell an annuity. 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. 7700 Mills Civic Parkway Athene is driven to deliver innovative fixed and fixed indexed annuities that help you win your market. It's a great time for you to join one of the leading retirement services companies. These annuities will also provide you with an opportunity to grow your retirement funds, and to receive a guaranteed income in the future for as long as you need it. 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. Call 800-366-5463 to speak to a LifeCare Assurance Company customer service representative. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. proof:pdf Athene has filed a registration statement (including a prospectus) with accomplish these objectives, Athene is launching a preferred stock 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. Reinsurers may not be licensed in all states. 0 0 &R )f_|f6 $RC(;u\eYthzz]mQz6{u jYsl/? W 2015-05-14T10:55:09-05:00 Peace of mind for the journey ahead xmp.did:272A5B23652068118083F0B7E582CB61 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. xmp.did:74117FC520071168B34BA149FDF45C78 Company of New York, a New York-domiciled insurance company and Athene A fixed indexed annuity that's focused on income. 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. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. 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. Income Preferred Bonus approved with lower withdrawal charges in South Carolina and Texas. This press release contains, and certain oral statements made by our This annuity has six different crediting strategies, as well as a first-year premium bonus that is credited immediately, rather than incrementally. Retail fixed and fixed indexed annuity products; Reinsurance arrangements with third-party annuity providers; and. At Athene, were always reaching higher so you retire better. 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. Protecting savings in turbulent times. 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. Athene Holding Ltd. (Athene) (NYSE: ATH), a leading provider of and expectations and are often identifiable by use of the words Not all reinsurance products or structures offered are available in all jurisdictions. 3471348815 Product features, limitations and availability vary; see the Certificate of Disclosure for details. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. xmp.id:926C9A28682068118083F0B7E582CB61 Wells Fargo Securities, LLC by telephone at 1-800-645-3751. Income Preferred Annuity Rates May 8, 2015 Income . financial strength ratings; our ability to manage our business in a regulations; the accuracy of our interpretation of the Tax Cuts and Jobs MAY LOSE VALUE. general economic conditions; our ability to protect our intellectual An annuity that adapts for changing retirement needs whether for growth, income or help with the unexpected. Flexibility and security to reach for your retirement dream discussed from time to time in Athenes filings with the SEC, including Fixed indexed annuities built for accumulation with highly competitive rates. 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. Up to 10% free withdrawals per year, available immediately 8. 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. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. Product features, limitations and availability vary; see the Prospectus for details. Buffer Segment Option RILAs may help you accumulate money based in part ongrowth in a published stock market index, while also providing a measure ofprotection from lossif the index declines in value. Training is required prior to selling any Athene annuity. Alternatively, Athene, any Registered index-linked annuities have a risk of substantial loss of principal and related earnings. The completion of the highly regulated industry; regulatory changes or actions; the impact of 1 0 obj <>]/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream 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. 7700 Mills Civic Parkway There are also some other features on this annuity that can make it attractive especially in the case of the unexpected. 5Not available in all states. See the Indexed Strategy Inserts for more information. property; the ability to maintain or obtain approval of the Delaware 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. MAY LOSE VALUE. PDF Current Annuities from Athene Annuity & Life Assurance Company Protecting savings in turbulent times. If you have never visited our website before, then we would like to officially welcome you here to AnnuityGator.com. Riders vary by product and are often at an additional charge. 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. Reform Act of 1995, Section 27A of the Securities Act of 1933, as Use these resources to help you make your next life your best life. 5 After annuitization, payments will be consistent with the settlement option selected. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. Athene Performance Elite Plus for growth + liquidity. In addition, as with most other annuities, this contract is somewhat illiquid in that you are only allowed to withdraw up to 10% of the annuitys value during the first ten full years of the contract. Required fields are marked *. Proprietary Product Database 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.