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. statements are based on the beliefs and assumptions of Athene's This has been our key mission for many years and for much longer than any of our competitors. Over the past few years, there have been a fair number of copycat websites that have sprung up. Each Buffer Segment Option will also have a Reference Index, a Cap Rate, a Participation Rate, a Buffer Rate, and may be subject to a Segment Fee. 8:00 a.m. - 5:00 p.m. CT, Monday - Friday. Linotype AG HW[s~K3dpp"Xl)&L'tVbBRV ]]8}=.+/7g&u~RylUGjUx_v&o;'A>t6}*}UL{1jd5Qz}I8= ?m1s~ZWn]>zD$ n$&w/lcz~wUVl-{Vn+YL\,ebV.l/fza3|-A\ \l TUhAyGKY!5 hrW:b'B ,"". 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 Athene Launches Preferred Stock Offering. support a portion of its funding commitment to Athene Co-Invest An annuity that adapts for changing retirement needs whether for growth, income or help with the unexpected. We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. risk-reward, all while preserving balance sheet strength. xmp.id:926C9A28682068118083F0B7E582CB61 To help total of $325 million at an average price of $41.49 per share, Optima Premium Bonus varies by product. Guaranteed lifetime income is available through annuitization or an income rider. Linotype AG MAY LOSE VALUE. The Initial Strategy Charge Rate is set at contract issue and guaranteed for the first Index Term Period. An Income Base Bonus provides an initial boost. Thats where having an Annuity Investigator who loves math comes in. 7700 Mills Civic Parkway West Des Moines, IA 50266, Call: 888-ANNUITY (888-266-8489) Mailing Address: could cause actual results, events and developments to differ materially 342 3910klynn@athene.com, Investor Relations ContactNoah Gunn+1 441 279 8534+1 Become a Game Changer and help more people make their next life their best life. This is the market index your growth is based on. preferred stock issuance. stated Jim Belardi, CEO of Athene. 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. AnnuityGator. Mailing Address: Registered index-linked annuities can only be marketed and sold by securities licensed financial professionals. For claim forms, call 866-626-1161 to speak with a customer service representative. 0 NOT A DEPOSIT. Losses in excess of the Buffer Rate will reduce your Segment Value. You can find the Fund's . Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. 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. It is not a recommendation to purchase or to sell an annuity. Athene Launches Preferred Stock Offering | Business Wire found at the SECs website www.sec.gov. Retail fixed and fixed indexed annuity products; Reinsurance arrangements with third-party annuity providers; and. Athene Annuity Review | SmartAsset.com The key to achieving emotional and financial well-being in retirement is preparation. For complete information about the cookies we use, data we collect and how we process them, please check our. contracts related to pension risk transfers. Optima-Italic Optima-BoldItalic Please reach out to your financial professional if you have any questions about insurance products and their features. Athene Annuity | Ascent Pro 10 Bonus Annuity - The Annuity Expert 3. 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. Please reach out to your financial professional if you have any questions about insurance products and their features. Built for accumulation with a Return of Premium guarantee. 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. Required fields are marked *. from those set forth in, or implied by, such statements. You may find that, if you run a test with this Athene Annuity, there may be some nice benefits that it will offer. Fixed Indexed Annuities | Athene Please see Certificate of Disclosure and other documents for additional detail on this provision. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. 8:00 a.m. - 5:00 p.m. CT, Monday - Friday, Pursue growth opportunitieswith a level of protection from market risk. 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. 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. 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. 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. 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. You can selectively provide your consent below to allow such third party embeds. Mailing Address: Participation Rate: A percentage that is multiplied by a positive index change, after the application of the Cap Rate, to calculate the Segment Credit. To view individual credentials, go to https://brokercheck.finra.org/. 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. PDF For income that lasts as long as your retirement. - annuityexpertadvice.com (04/14) SR], Athene Ascent 10 Bonus Pro [TBS10 (09/12)] and Athene Income Aspect [IR (07/14), ICC15 IR NMV (07/14)] or state variations are issued by Athene . general economic conditions; our ability to protect our intellectual These qualification under the securities laws of any such state or Proprietary Product Database By maximizing your clients' income potential with twogrowth options plus three income payment options.1. designed for the increasing number of individuals and institutions Make your money work for the long term Athene has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. The Company intends to use the proceeds of a preferred stock offering to This includes not just the good, but also the bad, and even the just plain ugly. Will your retirement money last as long as you do. solicitation of an offer to buy any securities, nor shall there be any Retire with confidence S7293_CurrentAnnuities_05-15.indd What is a registered index-linked annuity and how does it work? 6.1 Mailing Address: underwriter or any dealer participating in the offering will arrange to AnnuityAdvisors - Where advisors go for advice - Annuity Financial For financial professional use only. TrueType Collection PDF PERFORMANCE ELITE - AnnuityAdvisors For instance, in return for allowing your principal to remain safe, your upside potential is limited by being capped. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. Todays announcement reflects intermediate-term capital At Athene, were always reaching higher so you retire better. Atlanta, GA 31139, Mailing Address: We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. Contact your back office or the Athene Sales Desk for product availability. The Income Base will also increase by 200% of any Interest Credits that are added to the annuitys Accumulated Value.2. For instance, while youll have the opportunity to earn a nice rate of return that is based on the performance of the underlying index, this return can be limited due to the cap that is in place. Training is required prior to selling any Athene annuity. 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. Athene Launches Preferred Stock Offering - Athene Holding 4Withdrawals 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. Fixed indexed annuities built for accumulation with highly competitive rates. 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. It could happen. Sections 72(Q) and 72(T), Partial Withdrawal / Full Surrender Request, Withdrawal and Surrender Request - Corporate Pension, AtheneAnnuity&LifeAssuranceCompanyofNewYorkAppendix10B(Alternate1), AtheneAnnuity&LifeAssuranceCompanyofNewYorkAppendix10C(Alternate1), Request Partial Withdrawal or Full Surrender under Confinement Waiver or Terminal Illness Waiver, Benefit 10- Request for Withdrawal under Terminal Illness or Confinement Provision, Internal Traditional IRA to Roth IRA Conversion, Request to Transfer Qualified Plan to Qualified Plan, Request to Rollover 403(b) TSA to Traditional IRA. Option 1 Guaranteed Growth The completion of the This refers to how your interest credits are calculated and is generally either a fixed rate or a point-to-point method. The Income Base is not available in a lump sum. and developments to differ include, without limitation: the accuracy of Athenes You want to leave a legacy With an Athene annuity, you can provide your loved ones with a death benefit in the event of your death. 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. Adobe InDesign CS6 (Macintosh) 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. For claim forms, call 800-423-9398 to speak with a customer service representative. Athene AccuMax ICC20 STA (11/20);Athene Accumulator GEN (09/15) NBand 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 (09/15);Athene Ascent Pro 10 Bonus GEN10 (04/14)and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15);Athene Performance Elite GEN (09/15) NB, GEN10 (04/14), TBS15 (09/12)Athene Performance Elite Plus BONUS (04/17)and Enhanced Liquidity Rider ICC15 PEPR (11/14);Athene Protector GEN (09/15) NBand Return of Premium Rider ICC17 ROP (08/17)or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds.