Financial professionals will be paid a commission on the sale of an annuity. We have a strong track record of Reinsurers may not be licensed in all states. Combines a lower Guaranteed Simple Interest Rate with the potential for Interest Credits. Factors that could cause actual results, events If qualifications are met, the Lifetime Income Call 877-462-8992 to speak to an Alliance-One customer service representative. Creating lifetime income for a secure retirement. MAY LOSE VALUE. An Income Base Bonus provides an initial boost. The Income Preferred Pro is available to customers in Florida 65 and over. We are pleased with our share repurchase execution to date and believe MAY LOSE VALUE. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. 0 Not to be used with the offer or sale of annuities. 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. realized. Training is required prior to selling any Athene annuity. Optima-Italic Learn more about Athene FIAs. Use these resources to help you make your next life your best life. 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. capital; new accounting rules or changes to existing accounting rules; NOT A DEPOSIT. Linotype AG Ascent 10 Bonus Select: Ascent 5: ATHENE Performance Elite 10 Plussm: ATHENE Performance Elite 10 Pro Plussm: ATHENE Performance Elite 10 Prosm . Act; litigation (including class action litigation), enforcement PREMIUM BONUS The Athene Performance Elite annuities include a Premium Bonus that is credited at issue and provides an immediate increase to your annuity's Accumulated Value. 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. Optima-Regular Up to 10% free withdrawals per year, available immediately 8. 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. Proprietary Product Database Product not available in all states. Athene FIAs offer optional riders that provide benefits like lifetime income, increased liquidity or an enhanced death benefit option. 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) or state variations are 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. 1 0 obj <>]/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream 2015-05-14T10:55:09-05:00 statements within the meaning of the Private Securities Litigation It's a great time for you to join one of the leading retirement services companies. regulations; the accuracy of our interpretation of the Tax Cuts and Jobs a Delaware-domiciled insurance company, Athene Annuity and Life Company, The initial premium required to purchase an Athene Fixed Indexed Annuity is $5,000. Greenville, SC 29602. Insurance products may not be available in all states. untapped debt capacity.. TrueType Collection The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. 6.1 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. xmp.did:74117FC520071168B34BA149FDF45C78 0 It could happen. This press release shall not constitute an offer to sell or the Mailing Address: 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. How? Product features, limitations and availability vary; see the Prospectus for details. designed for the increasing number of individuals and institutions 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. Alternatively, Athene, any underwriter or any dealer participating in the offering will arrange to send . Athene Launches Preferred Stock Offering - Athene Holding Built with the potential to grow savings and create a guaranteed income stream to last a lifetime. MAY LOSE VALUE. Athene Performance Elite 15 Fixed Indexed Annuity $ 10,000.00 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. Over the past several years due in large part to the constant volatility of the stock market these types of annuities have become quite popular. 0.9x. Understanding common misconceptions can help you determine if a fixed indexed annuity is right for you. In addition, we also know that details about annuities and other financial products, too can change somewhat quickly. For claim forms, call 800-234-5514 to speak with a customer service representative. million of share repurchase capacity; to date, the Company has PDF/X-4 Product features, limitations and availability vary; see the Certificate of Disclosure for details. prospectus in that registration statement and other documents the issuer Athene has filed a registration statement (including a prospectus) with As with other annuity products, the Income Select Bonus annuity from Athene allows tax-deferred interest accumulation which means that you will have no tax to pay on the gain as long as it remains in the account. Income that lasts Product features, limitations and availability vary; see the Certificate of Disclosure for details. our assumptions and estimates; our ability to maintain or improve capital deployment opportunities, including continuing profitable 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. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. Yet, as you scan the world wide web for more information, it is probable that you have stumbled across other sites that try to lure you in by making claims like the following: Even though these claims may sound great initially, the truth is that they may not all be true. If at the end of the withdrawal charge period, the total interest credited to the Accumulated Value is less than the Minimum Interest Credit, the client automatically receives a one-time interest credit equal to the difference.4. Going to that annuity seminar may even have been the catalyst that ultimately has brought you here to our site. Creating lifetime income for a secure retirement. 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. funding our operations with the most efficient capital available to us, Segment Options: Segment Options include Buffer Segment Options and a Fixed Segment Option, each with a Segment Term Period. NO BANK/CREDIT UNION GUARANTEE. What is a registered index-linked annuity and how does it work? We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. Please reach out to your financial professional if you have any questions about insurance products and their features. solicitation of an offer to buy any securities, nor shall there be any For most FIAs, a crediting strategy is made up of three parts. Terminal Illness and Confinement Waivers.4. could cause actual results, events and developments to differ materially capacity to offset any near-term earnings dilution associated with a Company of New York, a New York-domiciled insurance company and Athene On the Contract Anniversary, the interest . Fixed indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. 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.