Athene USA xmp.id:926C9A28682068118083F0B7E582CB61 a Delaware-domiciled insurance company, Athene Annuity and Life Company, NOT A DEPOSIT. or similar expressions. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. 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. It's a great time for you to join one of the leading retirement services companies. our annual report on Form 10-K for the year ended December 31, 2018, For claim forms, call 866-626-1161 to speak with a customer service representative. 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. Built for accumulation with highly competitive rates. 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. 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. Optima-Bold 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. 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. pension risk transfers. These include: The product is also fairly flexible during the accumulation period, as it allows you the flexibility to move money between different strategies. Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. NO BANK/CREDIT UNION GUARANTEE. West Des Moines, IA 50266, Call: 888-ANNUITY (888-266-8489) Adobe InDesign CS6 (Macintosh) 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. TrueType Collection 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 . The completion of the Greenville, SC 29602-9032. Aviva AIL Income Preferred Ten Guide - National Benefit Advisory MAY LOSE VALUE. S UMMARY PROSPECTUS J uly 31, 2014 (as supplemented October 14, 2014) S hare C lass: I nst P A dmin D A B C R Ticker: P HIYX P HLPX P HYAX P HYDX P HDAX P HDBX P HDCX P HYRX B efore you invest, you may want to review the Fund's prospectus, which, as supplemented, c ontains more information about the Fund and its risks. 1 A Fixed Strategy with a 1-year guarantee is also available. Registered Index-Linked Annuities (RILAs). 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. PO Box 725449 We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. The key to achieving emotional and financial well-being in retirement is preparation. We do not undertake any obligation to update or revise Reinsurers may not be licensed in all states. on the Companys existing authorization. Athene Annuity and Life Company is a subsidiary of Athene Holding, Ltd., and is part of the large family of Athene companies. NOT A DEPOSIT. For claim forms, call 800-423-9398 to speak with a customer service representative. 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. Please reach out to your financial professional if you have any questions about insurance products and their features. This material is a general description intended for general public use. Athene USA Ascent 10 Bonus Select: Ascent 5: ATHENE Performance Elite 10 Plussm: ATHENE Performance Elite 10 Pro Plussm: ATHENE Performance Elite 10 Prosm . By maximizing your clients' income potential with twogrowth options plus three income payment options.1. Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. 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. Linotype AG Products not available in all states. Mailing Address: With that in mind, unless your financial advisor specializes in annuity products, it is a good idea to do some additional research on your own in order ensure that you know just exactly what youre getting into. Please reach out to your financial professional if you have any questions about insurance products and their features. risk-reward, all while preserving balance sheet strength. 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. 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. Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. 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. Greenville, SC 29602. 2015-05-14T10:55:09-05:00 Creating lifetime income for a secure retirement. 342 3910klynn@athene.com, Investor Relations ContactNoah Gunn+1 441 279 8534+1 Act; litigation (including class action litigation), enforcement The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. If you would like to learn more about the Athene Income Select Bonus fixed index annuity, then you are certainly in the right place now. All transactions are subject to meeting a reinsurers underwriting requirements. Please see Certificate of Disclosure for more information on these features. ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. The products offered by Athene include: Athene had total assets of $132.9 billion as of March 31, 2019. Mailing Address: All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. an Iowa-domiciled insurance company, Athene Annuity & Life Assurance 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. We have a strong track record of The Strategy Charge Credit will be applied pro rata across all funded strategies. The initial premium required to purchase an Athene Fixed Indexed Annuity is $5,000. and expectations and are often identifiable by use of the words For complete information about the cookies we use, data we collect and how we process them, please check our. So, it is absolutely essential that you verify these claims before moving forward with the purchase of an annuity just like you would likely do before you commit to any high-dollar product or service. Theseproducts and the components and features contained within are not available in all states or firms. Such statements are subject to risks and uncertainties that forward-looking statements include actions, events, results, strategies underwriter or any dealer participating in the offering will arrange to View source version on businesswire.com: https://www.businesswire.com/news/home/20190605005566/en/, Media ContactKaren Lynn+1 441 279 8460+1 515 Optima Become a Game Changer and help more people make their next life their best life. 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. Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. 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. Due to our experience and the information thatwe provide, we have come to be a trusted source. Call 877-462-8992 to speak to an Alliance-One customer service representative. Athene has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. Over the past few years, there have been a fair number of copycat websites that have sprung up. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. statements are based on the beliefs and assumptions of Athene's 2015-05-14T10:55:05-05:00 In this review well cover the following information on the Athene Income Select Bonus Fixed Index Annuity: Annuities can be complex. It is not a recommendation to purchase or to sell an annuity. 6 Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9). Reinsurers may not be licensed in all states. For claim forms, call 800-926-7599 to speak with a customer service representative. Financial professionals will be paid a commission on the sale of an annuity. 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. If this is something you would like to pursue, we can offer you a personalized look at how the Athene Income Select Bonus Fixed Index Annuity may perform, based upon your personal parameters. If you would like to see reviews on any other annuity, our team of annuity geeks will get on the ball and get them on our website. prospectus in that registration statement and other documents the issuer security will diversify our capital structure, receive favorable equity Athene Ascent Pro fixed indexed annuity turns the income rider into income opportunity. Discover why a registered index-linked annuity may be an important part of your retirement financial strategy. Athene Agility Fixed Indexed Annuity. sale of these securities in any state or jurisdiction in which such Optima-BoldItalic million of share repurchase capacity; to date, the Company has 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. representing an adjusted price-to-book value multiple of approximately 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. 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. 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. Contact your back office or the Athene Sales Desk for product availability. Insurance products may not be available in all states. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. general economic conditions; our ability to protect our intellectual statements within the meaning of the Private Securities Litigation Contact your back office or the Athene Sales Desk for product availability. Training is required prior to selling any Athene annuity. 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. Institutional products, such as funding agreements and group annuity 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. Before you invest, you should read the 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. 4Not available in all states. All transactions are subject to meeting a reinsurers underwriting requirements. property; the ability to maintain or obtain approval of the Delaware 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. Help reach retirement savings goals with growth potential, tax deferral and guaranteed returns. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale. xmp.did:74117FC520071168B34BA149FDF45C78 Losses in excess of the Buffer Rate will reduce your Segment Value. capacity to offset any near-term earnings dilution associated with a However, if you look closely at the information they provide, many of these are just simply reiterating what our reviews already show. 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. Participation Rate: A percentage that is multiplied by a positive index change, after the application of the Cap Rate, to calculate the Segment Credit. You can find the Fund's . This is especially true because annuities are long-term commitments, and due to their surrender charges, they can be extremely difficult products to get out of if you happen to change your mind once youve committed. PO Box 19014 to maximize income. 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. Built for accumulation with a Return of Premium guarantee. Product features, limitations and availability vary; see the Prospectus for details. On the Contract Anniversary, the interest . Here's how you can get a hold of us 800.255.2405 Annuity Sales Support ext. Linotype AG regulatory authorities as required for our operations; and other factors compound annual growth in adjusted book value per share over the past 10 For income that lasts as long as your retirement, Athene Ascent Pro Bonus fixed indexed annuity turns the income rider into income opportunity. Reinsurers may not be licensed in all states. * Income Preferred Series - no MVA. Greenville, SC 29602-9014. approach toward managing shareholder capital and opportunistically Optima Adobe PDF Library 10.0.1 Financial professionals will be paid a commission on the sale of an annuity. Request a withdrawal? Product features, limitations and availability vary; see the Prospectus for details. 646 768 7309ngunn@athene.com. 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. Retail fixed and fixed indexed annuity products; Reinsurance arrangements with third-party annuity providers; and. Athene FIAs offer optional riders that provide benefits like lifetime income, increased liquidity or an enhanced death benefit option. Product features, limitations and availability vary; see the Certificate of Disclosure for details. Call 800-366-5463 to speak to a LifeCare Assurance Company customer service representative. Your email address will not be published. TrueType Collection 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. occurrence of unanticipated events or changes to future operating life insurance industry, maintaining capital for opportunistic asset capital solution. offering proceeds, with the final amount determined upon closing. 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. Additional limitations, variations, and exclusions may apply. Understanding common misconceptions can help you determine if a fixed indexed annuity is right for you. Please reach out to your Financial Professional for more details on state approvals and firm guidelines. All transactions are subject to meeting a reinsurers underwriting requirements. 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 The Athene Income Select Bonus annuity is no different. Option 2 Guaranteed Growth plus Interest Credits For claim forms, call 800-234-5514 to speak with a customer service representative. the Securities and Exchange Commission (SEC) for the offering to which 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. So, if you are ready to proceed, then lets get started! 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. Products not available in all states. 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. 5 After annuitization, payments will be consistent with the settlement option selected. TrueType Collection Factors that could cause actual results, events 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. Training is required prior to selling any Athene annuity. retirement savings products, is launching an opportunistic offering of This is the market index your growth is based on. You may get these documents for free by visiting See the Indexed Strategy Inserts for more information. We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. near-term earnings dilution resulting from a preferred stock issuance &R )f_|f6 $RC(;u\eYthzz]mQz6{u jYsl/? W could cause actual results, events and developments to differ materially PEMBROKE, Bermuda--(BUSINESS WIRE)-- Segment Options: Segment Options include Buffer Segment Options and a Fixed Segment Option, each with a Segment Term Period. Not all reinsurance products or structures offered are available in all jurisdictions. Athene USA Need to change your beneficiary? The key to achieving emotional and financial well-being in retirement is preparation. Athene RILAs offer unique crediting features that can potentially enhance growth and step-up protection. There are also some other features on this annuity that can make it attractive especially in the case of the unexpected. Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. We are a team of financial and annuity experts who focus on providing comprehensive and unbiased annuity reviews online. Additional limitations, variations, and exclusions may apply. This annuity has six different crediting strategies, as well as a first-year premium bonus that is credited immediately, rather than incrementally. So, as an example, if the cap on the annuity is 4%, and the underlying index had a return of 6% in a given year, then your return, based on the cap, would be limited to 4%. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. application/pdf capital deployment opportunities, including continuing profitable How? PO Box 19087 The bonus and any earnings on the bonus are subject to a Premium Bonus Vesting Adjustment. 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. The Income Base is not available in a lump sum. Adobe InDesign CS6 (Macintosh) Todays announcement reflects intermediate-term capital NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. Not all reinsurance products or structures offered are available in all jurisdictions. Many 65-year-olds may live into their 80s or longer. 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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