athene performance elite surrender schedule

Annuity contracts and group annuity contracts are issued by Athene Annuity and Life Company (61689), West Des . Click here to download the May 1, 2022 product prospectus and underlying fund prospectuses for the New York Life Premier Plus Variable Annuity. Guarantees: You can choose the certainty of a fixed rate of interest that is declared each year by the insurance company and subject to minimum guarantees.Your annuity will always have a Minimum Guaranteed Contract Value. Athene Annuity Financial Strength . (175% versus 150% with Allianz) this can make a very big difference when calculating the lifetime income. Trouble Logging In? Read Our Review. A liquidity rider is automatically . Athene Performance Elite… for growth High-performance 7, 10 and 15-year fixed indexed annuity solutions built for accumulation. A new surrender charge schedule applies to each purchase payment received, according to the schedule you choose. Available for contracts issued prior to February 3, 2020 only. LiveWell® Preferred Fixed Index Annuity. Athene Annuity Performance Elite- 10 3.00% 2 3.25% 1.05% 100% First Year 1.00% on 87.5% 10 years Each year, you may withdraw up to the maximum free amount of your annuity's Accumulated Value (as of the most recent Contract Anniversary) without a Withdrawal . The Athene Performance Elite Plus annuity includes a Liquidity Rider, for an annual charge, that gives you additional flexibility should the need arise. . You may also be subject to surrender fees . Product Issue Dates 1-Year 3-Year 5 Year; Reliance Standard Life. Athene annuities provide annual free withdrawal privileges. Withdrawals may be . Athene Performance Elite Plus: 1 When Liquidity Counts, Play the Percentages. Purchase payment Initial minimum: $20,000 qualified and nonqualified . Athene Performance Elite ® 7 Product Guide — Rates effective June 12, 2017 68070 (06/17) This material is provided by Athene Annuity and Life Company headquartered in West Des Moines, Iowa, which issues annuities in 49 states and D.C., and Athene Athene Performance Elite 10 and 15 annuities allow up to 5% be ginning in the second Contract Year. Each monthly gain is subject to a cap, but monthly declines are not subject to a floor. Interest Crediting . Athene Performance Elite . The Athene Performance Elite 7 is a fixed index annuity with a 7-year contract term. 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. Athene has the right to change the terms of their index annuity at any time. The Athene Agility Fixed Indexed Annuity was launched in June 2018 as an "all-rounder" annuity product and offers tenures of 7 and 10 years. Athene Performance Elite Annuities Include: Athene Performance Elite Athene Performance Elite Plus Premium Bonus ü This schedule shows the percentage of the Premium Bonus that is vested each contract year. Visit the index site Janus SG Market Consensus Index II Ticker Symbol: SGMDJMC2 Applied to any surrender or withdrawal that is subject to a Withdrawal Charge. The Athene Performance Elite Plus 7 is a deferred fixed indexed annuity issued by Athene Annuity & Life Company. Barclays Capital's only relationship to Allianz Life Insurance Company . The Performance Elite Plus 15 is a single-premium, fixed indexed annuity product that offers a provision for market value adjustment, and a 15-year surrender charge duration. Athene Performance Elite 7 / Performance Elite 7 Plus Athene Performance Elite 10 / Performance Elite 10 Plus Athene Performance Elite 15 / Performance Elite 15 Plus Issue Age 0-83 0-78 0-73 Minimum Premium $10,000 Premium Bonus Performance Elite 7: 0% Performance Elite 10: up to 4% Performance Elite 15: up to 9% *emium Pr Bonus Vesting applies . Keystone 5 Index Annuity (17,460) 2.36: 2.56: 2.61 The Standard. Cash Surrender Value will never be less than the premium minus premium taxes (if applicable) . This home is located at 404 Poplar St, La Marque, TX 77568. The strong optional liquidity features bring added flexibility and peace of mind. Enhanced Premium Bonus 2. Earnings are taxable as ordinary income when distributed and may be . ATHENE Performance Elite 10 Plus has an Annual Contract Charge that is deducted during the Withdrawal Charge Schedule. . While they seem to function like an investment (that is, you put your money in and accept the risk of whether it increases or decreases), many . The beneficiary will be paid either the accumulation value or the minimum guaranteed cash surrender value, whichever is greater, provided no income option has been elected. Personal Choice Annuity Rate Adjustment - Effective 07/05/2016 This Commission Schedule applies only to sales of the above Athene Annuity and Life Company contracts. The primary purpose of Athene Performance Elite fixed indexed annuities is to help you accumulate money for retirement. When your full premium deposit is allocated to the fixed interest account, the current first year yield (including bonus if applicable) is 2.10% (see Rate Details below). Barclays Capital U.S. 1,2 The implementation of the strategy is fully systematic and rules-based. Performance Elite 10 Select 76-78 Annuity 5.00 0.00 Performance Elite 15 0-70 Annuity 6.50 0.00 All commission information is assumed current as of revision date and is subject to change. Athene Performance Elite 7 Plus annuities allow up to a 10% annual free withdrawal beginning in the first Contract Year. Athene Agility 10 is a fixed index annuity 10-year index annuity that boasts a free income rider with 2 options available at the time of issue. Aggregate Bond Index, to track general bond market performance. The minimum participation rate is 10.0%. Premium Bonus annuities include a Premium Bonus Vesting Schedule and may include a lower Cap Rate, lower Participation Rate or other limitations not included in similar annuities that don't offer a Premium Bonus. 1. Premium Bonus annuities include a Premium Bonus Vesting Schedule and may include a lower Cap Rate, higher Spread Rate, lower Participation Rate or other limitations not included in similar annuities that don't offer a Premium Bonus. But growing your savings doesn't mean giving up access to your money. Surrender of the policy may be subject to a surrender charge and market value adjustment. S&P 500 1-Year Monthly Cap. Read Our Review. Help smooth out market ups and downs with the LiveWell Preferred Fixed Index Annuity. Call for current rates.The Oxford Life Multi-SelectTM annuity is issued by Oxford Life . • 14 year surrender charge schedule . . The Athene Performance Elite Plus 10 is a deferred fixed indexed annuity issued by Athene Annuity & Life Company. . The Athene Performance Elite Plus annuity includes a Liquidity Rider, for an annual charge, that gives you additional flexibility should the need arise. • 14 year surrender charge schedule . Athene Performance Elite Plus also provides an enhanced Premium Bonus. This annuity product pays a significant premium bonus (usually 9%, but varies by age) that's subjected to a 10-year vesting schedule. Our business is performing well and contributes to our parent company, Athene Holding Ltd's, total consolidated assets of $59 billion. Withdrawals may be . Athene Performance Elite 7 Athene Performance Elite 7 Plus Ownership Qualified3 — must be single ownership Nonqualified — joint ownership available Premiums (Single premium only) Minimum — $10,000 ($25,000 in TX) Maximum — $1,000,000 Withdrawal Charge Rate Schedule4 Contract Yr Charge % CA 1 9.0% 9.0% 2 8.8% 8.2% 3 7.9% 7.0% 4 6.9% 5.9% . Athene Performance Elite Plus also provides an enhanced Premium Bonus. This 6-year registered index-linked annuity gives clients the flexibility to pursue growth opportunities while enjoying a level of protection from market risk that other financial products may not provide. Because we know helping people achieve a lifetime of financial security requires smart planning and flexible solutions that can be tailored to any life. If you need help accessing your account, please contact our Website Help Desk at websupport@crump.com or 888.246.0011. When your full premium deposit is allocated to the fixed interest account, the current first year yield (including bonus if applicable) is 7.84% (see Rate Details below). Product features and availability may vary by state and/or sales distributor. About Athene Annuity and Life Company. Guarantees based on the financial strength and claims-paying ability of the issuing company. There are six different Performance Elite annuity options through Athene: Elite 7, Elite 7 Plus, Elite 10, Elite 10 Plus, Elite 15, and Elite 15 Plus. Multi Asset Diversified 5 Index Participation Rate: 60 % a surrender or partial of! Rate Schedule4 Y1 Y2 Y3 Y4 Y5 Y6 Y7 Y8 Y9 Y10 Y11 Y12 Y13 Y14 Y15 Y16+ 15% 15% 14% 14% 13% 13% 12% 11% 10% 9% 8% 7% 6% 5% 4% 0% A Withdrawal Charge in accordance with this schedule will apply to surrend ers or . This annuity offers 7.00% as an upfront bonus. • 14 year surrender charge schedule . The annuity also offers a whopping 12% premium bonus on first year premiums, subjected to a 15 year vesting schedule. This material is provided by Athene Annuity and Life Company (61689) headquartered in West Des Moines, Iowa, which issues annuities in 49 states (excluding NY) and in D.C. Athene Performance Elite . 68080 (02/25/22) Athene Performance Elite ® Index OverviewPlan for performance. The guaranteed lifetime income for both the Athene Agility and the Allianz 222 . This material is provided by Athene Annuity and Life Company (61689) headquartered in West Des Moines, Iowa, which issues annuities in 49 states (excluding NY) and D.C. Products not available in all states. Read Our Review. The description and property data below may've been provided by a third party, the homeowner or public records. • 14 year surrender charge schedule . 8 yr. 9 yr. 10 yr. 9% 9% 8% 7% 6% 5% 4% 3% 2% 1% Athene Agility 10 Income Rider Included at No Cost Benefit Base Bonus . 1. One of the things I noticed right out of the gate is the 5 different stock market indexes available. If withdrawals subject to a Wi thdrawal Bonus annuities include a Premium Bonus Vesting Schedule and may include a lower Cap Rate, higher Spread Rate, Lower Participation Rate . Variable annuities are subject to market risk, including the possible loss of principal invested, and they have mortality and expense charges, account fees, investment management fees, administrative fees, charges for special contract features, and restrictions and limitations. A Performance Control Mechanism limits growth monthly in return for potential higher participation rates. Withdrawals may be . Surrender of the policy may be subject to a surrender charge and market value adjustment. What is even better than the 5 available indexes is the fact that four of them have "Un-Capped Index Annuity Crediting Methods. RetireVantage 10. Athene Performance Elite annuities provide annual free withdrawal priv ileges. An annuity can pay money directly to your beneficiaries when you die, helping them avoid a lengthy probate process. Athene Annuity Performance Elite- 10 4.00% 2 4.50% 1.65% 100% First Year 1.00% on 87.5% 10 years Athene Amplify gives them the power to live life on their terms. Athene Performance Elite 7 annuities allow up to a 10% annual free withdrawal beginni ng in the irst Contract Year. Up to 10% free withdrawals per year, available immediately 8. This is a brief description of Athene Performance Elite® 10 [GEN10 (04/14), ICC14 GEN10 (04/14), GEN10 (04/14) G, . Oxford Life Increased Annuity Rates effective 11-15-16 11-15-16_oxford_allannuityrates 1 Rate based on $20,000 or more in premium for the initial guaranteed period. With multiple crediting strategies designed for low volatility, you retain the potential for long-term growth while protecting the money you put in. Look for products with a short surrender period and no MVA if you might need access to the money. An Athene Performance Elite 15 fixed indexed annuity may be right for you if you want…. This Schedule may be revised, replaced, or withdrawn, in whole or in part, at any time by Athene Annuity and Life Company in its sole discretion, and any such revisions, replacements, or withdrawals are binding on all contracted parties. Midland National Summit Edge 5 & 7. Athene Annuity Producer Commission Schedule Product Issue Ages Plan Type Agent FYC Agent Renewal =Top Picks 397 . SURRENDER CHARGE SCHEDULE 1 yr. 2 yr. 3 yr. 4 yr. 5 yr. 6 yr. 7 yr . The Athene Agility annuity is a fixed indexed annuity with a $10,000 minimum investment and a maximum issue age of 83. You get the potential to grow your savings and create guaranteed income for life so you can retire your way. 10 % Free Withdrawals — . This annuity offers 6.00% as an upfront bonus. When your full premium deposit is allocated to the fixed interest account, the current first year yield (including bonus if applicable) is 9.41% (see Rate Details below). Annuity Date; (iv) upon surrender; (v) upon the date of proof of . Athene Performance Elite Annuities Include: Athene Performance Elite Athene Performance Elite Plus Premium Bonus ü The Rider Charge will be deducted from the Accumulated Value at full surrender, annuitization, death, termination, withdrawal, on the Term End Date for each Indexed Strategy, and on the Contract Anniversary for the Fixed Strategy. This means in a down market, if you surrender the policy in the first few years, the surrender charge could be higher than the amount listed below when . This is a 1813 square foot, 1.5 bathroom, single family home. The Athene Performance Elite 10 is a deferred fixed indexed annuity issued by Athene Annuity & Life Company. Athene Annuity Performance Elite- 10 3.00% 2 3.50% 1.40% 100% First Year 1.00% on 87.5% 10 years LIFE INSURANCE: PRODUCT RELEASES 19. This Commission Schedule applies only to sales of the above Athene Annuity and Life Company contracts. Up to 20% free if no withdrawals are taken in the prior year 8. • 14 year surrender charge schedule . The surrender charge is based on purchase payments, not your contract value. ATHENE PERFORMANCE ELITE 7ANNUITIES Fixed indexed annuity introduced in June Expands Performance Elite suite with a seven-year withdrawal charge schedule Includes optional premium bonus and return of premium 18. Guaranteed death benefit. 1 Withdrawals and surrender may be subject to federal and state income tax and .