Register on or before April 15th to get the early bird registration fee. These options can be based on a set period of time, your lifetime, or the lifetimes of your and your Joint Annuitant. While some annuities allow for a single lump-sum payment, others expect you to also continue making regular contributions. WebThe products surrender schedule is below. To receive the Confinement Waiver, you cannot be confined at the time your contract is issued and confinement must begin at least one year after the Contract Date. You could earn slightly less than what fixed annuities pay to slightly more, in our opinion. Complete the form below and get the answers you need within 24 hours. You can withdraw up to 100% of your annuitys Accumulated Value if youre diagnosed with a Terminal Illness that is expected to result in death within one year and you meet the eligibility requirements. We also reference original research from other reputable publishers where appropriate. application/pdf 0000021298 00000 n Adobe InDesign CC 2017 (Macintosh) You also might be charged a market value adjustment on early withdrawals. Accumulated Value with no surrender charges, (ii) the Minimum Guaranteed Contract Value or (iii) the Return of Premium Benefit (if applicable). Please contact us to receive the latest brochure. Annuities are not guaranteed by any bank or credit union and are not insured by the FDIC or any other federal government agency. 0 Each year, you may withdraw up to the maximum free amount of your annuitys Accumulated Value (as of the most recent Contract Anniversary) without a Withdrawal Charge, Market Value Adjustment (MVA), or any Premium Bonus Vesting Adjustment, if applicable. WebPerformance Elite 15 (TX). It's easy. 0000101840 00000 n Elite Wellness is a Performance and Recovery center in Ashburn, This waiver is available after your first Contract Anniversary and the initial diagnosis of Terminal Illness must be made at least one year after the Contract Date. Athene All Rights reserved, Available in states: Xtreme Tryout Dates for 2022-23 Ashburn XTREME Hockey Club 0 0 0 For MA: Confinement penalty waiver not available. Your money is not directly exposed to the risks of the stock market or individual stocks. Athene Performance Elite 15 fixed index annuity is a 15-year retirement savings plan offering a premium bonus, designed to safely grow your retirement savings and protect against stock market volatility. Looking for more information about the Athene Performance Elite 15 Plus or other fixed indexed annuities? Speak With A FiduciaryAdvisor About This Annuity. 0 In 2020, Athene scored a 0.34, and in 2019, a 0.51. Performance Elite 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. The 0000007931 00000 n Expect to earn 1-2% more than the average rate of a 1-year fixed annuity. Surrender charges may apply to withdrawals during the surrender period. WebAthene Performance Elite 15 is a single-premium, fixed indexed annuity that has a 15-year surrender charge duration, and a provision for market value adjustment. Annuities are distributed by Annuity Resources, LLC. In addition to periodic or free withdrawals, Athene Performance Elite provides you with options for annuitization. You can reallocate available funds at the end of each crediting period. Request a. 4178673307 Is the pain of losing money greater than the pleasure of winning? Athene is not one of our top-rated life insurance companies. Annuity Resources, LLC is a licensed fixed annuity producer in most states. In New York, contracts are issued by Athene Annuity & Life Assurance Company of New York. Their products are sold through various marketing organizations and institutions. 0000003746 00000 n No Withdrawal Charge or MVA apply if you qualify for this benefit. 0000013035 00000 n MVAs only affect you if you withdraw funds early. Elite Plus Version includes enhanced liquidity, Return of Premium, and Bonus Options for a .95% rider charge. The initial premium you put in plus any bonus money 2. Dont blindly trust a commission drive agent. They allow companies to pay a higher rate and make longer-term investments. The Athene Performance Elite Plus 10 is a deferred fixed indexed annuity issued by Athene Annuity & Life Company. Its NOT a real return. If you are looking for the most retirement income, request an. When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. Choose your company wisely. If you are interested in purchasing a product or need to make changes to an existing contract, you can also reach out to your local sales professional. However, Athene takes additional premium payments during the first contract year. Required Minimum Distributions (RMDs) are IRS mandatory withdrawals required with qualified contracts (such as an IRA ). Earn a guaranteed 7-9% returns. False. 0000018181 00000 n We do business as Annuity Resources Insurance Services in CA. trailer 0000012912 00000 n Today, Athene sells both individual and group annuities to consumers across the United States and U.S. territories. An Athene Performance Elite 15 fixed indexed annuity may be right for you if you want. There are many types of annuities that can help you reach your financial goals, and the Athene Performance Elite Fixed IndexAnnuity is on that list. Ashburn Xtreme Tryout Dates Announced for 2022-23 Season. WebThe Athene Performance Elite Plus annuity includes a Liquidity Rider, for an annual charge, that gives you additional flexibility should the need arise. There are spreads, caps or participation rates that limit how much of the return you receive. OpenType - PS 0000101199 00000 n Index annuities are fixed annuities and generate fixed income type of returns. 2017-06-05T10:47:28-05:00 The Athene PE Plus 15 annuity as not available in CT, CA, PA, NY, UT, PR, WA, and VI as of May 2017. The materials, names, logos, brochures, etc used in our annuity reviews are property of their owners and not those of AnnuityResources.com. Athene Performance Elite Plus #5vWU>s_u3K_Bc- Performance Elite 10 Plus Reviewed | Annuity Resources Not all annuities are available in all states. 0000015368 00000 n A Market Value Adjustment applies to withdrawals in excess of the free withdrawal amount and full surrenders during the Withdrawal Charge period. Linotype AG Confinement Waiver of Withdrawal Charges (No Fee); Terminal Illness Waiver of Withdrawal Charges (No Fee). Cookies collect information about your preferences and your devices and are used to make the site work as you expect it to, to understand how you interact with the site, and to show advertisements that are targeted to your interests. Its what you know for sure, that just isnt true. BY JEREMIAH KONGER, September 10th, 202011:00 AM, IncludedRiders:Confinement Waiver of Withdrawal Charges (No Fee);Terminal Illness Waiver of Withdrawal Charges (No Fee). All of that means that there are powerful growth options that can return market like upside performance without the market risk. Make sure you are comfortable with committing your money for this period. 0000006579 00000 n Linotype AG This index can be used to track a carriers consumer trends and performance over the years. Please consult with a qualified financial planner, advisor, tax, and legal advisor to determine if an annuity is right for your situation. The guaranteed death benefit, if you were to pass away, can be paid out to your beneficiaries as either a lump sum or as a multiple-year installment payout. Your accumulation value is what matters. The Performance Elite 10 Plus competes with bank CDs, bonds, and other fixed-income products. 0000048658 00000 n An agent might confuse you by talking payout rates, withdrawal rates, or the income account value. WebAshburn Xtreme 16U AA - AHF 16U - hockey team page with roster, stats, transactions at Eliteprospects.com I will show you a clients statement who earned 14% without risk. This is misleading because over the product term you are likely to earn 2-4% per year. The Athene Ascent Pro 10 Bonus is a fixed annuity product with an issue age of 35 to 80. Weve compared them to Fidelity, a top-rated annuity company, to help you better decide. 0000089601 00000 n 0000014253 00000 n Annuity Index annuities are fixed annuities that deliver fixed income type of returns. 0000011945 00000 n When you contact us you may speak with a licensed insurance agent in your state. The death benefit rider provides you with a benefit base value that grows over time, which is not impacted by your future withdrawals. %PDF-1.4 % Diversify your index annuity into a variety of indexes. All guarantees are backed by the claims-paying ability of the insurance company. The payment amount will be based on your annuitys Cash Surrender Value and the annuitization option you choose. Its a fictional number which you cant withdraw lump sum, transfer out, or live on the interest. Athene Performance Elite 15 fixed index annuity is a 15-year retirement savings plan offering a premium bonus, Fidelity also offers a deferred annuity product with a minimum investment of just $5,000, but Athenes lowest option is $10,000. OpenType - PS WebAthene 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)] or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. OpenType - PS 2017-06-05T10:47:29-05:00 A newer company, Athene was founded in 2009 in the wake of the financial crisis at that time. A complaint index above 1.0 means that the company received more complaints than expected for its size; a score below 1.0 means fewer complaints than expected were received. 0000001892 00000 n When your annuity matures (on the Annuity Date), Athene Performance Elite gives you options to receive guaranteed lifetime income (called annuitization). 0000001846 00000 n The indexes available for the product are listed below. This would be 2-4% in todays market. 0000004257 00000 n Subscribe to our newsletter and receive our top picks every month. Strategy Charges: 1.75% Optional(Higher Participation Rates), Free Withdrawal: 5% Annual (Elite 10 & 15). You can get your questions answered by booking a brief call with one of our team members. Its important that you talk to a financial advisor to confirm the issue age and other state-specific details if youre interested in purchasing this annuity product. The interest you earn is credited at the end of each Index Term Period. The minimum premium is $10,000 for all plans, and they include a return of premium rider (for a fee of 0.95% accumulated value). Rates are based on current interest rates and are subject to change at any time. These charges do not apply to free withdrawals, RMDs, payments made in settlement of your annuitys Death Benefit or Confinement, and Terminal Illness waivers. The income riderincluded at no charge on certain annuitiesgives annuitants the peace of mind of guaranteed growth. Strong Back-Tested Performanceaccording to our back-testing analysis, this annuity would have returned on average 11.82% the last 10 years Dec 2009-Dec 2019, leading the industry in potential performance. 0000013440 00000 n *Y%q W7\i m)(Qw{|#Wt^%t7 0 Athene feels they have an entrepreneurial spirit and are led by a management team with over 165 years experience. Athene offers a variety of annuity products, whether youre buying as an individual or purchasing through the workplace. The Athene Agility 10 annuity is offered to applicants between the ages of 40 and 80, with a minimum premium of $10,000 and a maximum annual withdrawal of 10% (of either initial premiums paid or accumulated value). Its free money. (In New York, beneficiaries will receive the full accumulated value.). There are three Athene MaxRate annuities to choose from: the MaxRate 3, which is available to issues ages 0 to 85, and the MaxRate 5 or MaxRate 7, both available to issue ages 0 to 83. This waiver only applies after the first contract anniversary has passed. Your named beneficiary(ies) will receive a death benefit equal to the full accumulation value. Capped annuities are more likely to outperform uncapped products when the stock market is weaker. Depending on the annuity you choose, there are a few different rider options available, some of which are included at no extra charge. %PDF-1.6 % phone call with one of our specialists, and they can help. Withdrawals are not credited with index interest in the year they are taken. 0000038260 00000 n Below is the Surrender Charge schedule for Athene Performance Elite 7 Fixed Indexed Annuity. Enhanced Participation Trade-Offto earn the higher participation rates, you must elect for the enhanced strategy charge 1.75% essentially removing the guaranteed 0% flood if the index strategy doesn't performance positively. converted For example, you may be subject to a 10% early withdrawal fee if you cancel and take money out of your annuity before age 59. This rider ensures that the annuitys value increases each year by a minimum percentage, which may vary based on the contract year and type of plan purchased. Established indexes are safer and more likely to generate better returns. WebAthene Performance Elite 15 Athene Performance Elite 15 Plus Death Benet6 Greatest of (i) Accumulated Value with no surrender charges, (ii) the Mini mum Guaranteed Contract Value or (iii) the Return of Premium Benet (if applica ble).
athene performance elite surrender schedule