Athene AccuMax 5
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Highlights
Athene AccuMax 5 Annuity is a Single Premium Indexed Deferred Annuity which is primarily intended for customers seeking a long-term retirement savings vehicle.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
5 Years |
|
Surrender schedule
|
8%8%7%6%5% |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$10,000 |
|
Types of funds
|
Non-Qualified, 401k, Profit Sharing, IRA, Spousal IRA, Pension, IRA Rollover, IRA Transfer, TSA 403b, SEP IRA, KEOGH, IRA-Roth, and Inherited IRA |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 5-Year Fixed Account |
Fixed
|
4.85%
Fixed
|
| 1-Year AI Powered Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
190%
Participation
|
| 5-Year AI Powered Multi-Asset PTP Participation Rate |
Point to Point
5-Year
|
375%
Participation
|
| 5-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
5-Year
|
395%
Participation
|
| 1-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Annual
|
180%
Participation
|
| 5-Year S&P 500 PTP Participation Rate |
Point to Point
5-Year
|
90%
Participation
|
| 5-Year S&P 500 PTP Participation Rate with -10% Floor |
Point to Point
5-Year
Annual sum
|
80%
Participation
|
| 5-Year Fixed Account |
Fixed
|
5%
Fixed
|
| 5-Year S&P 500 PTP Participation Rate |
Point to Point
5-Year
|
95%
Participation
|
| 5-Year AI Powered Multi-Asset PTP Participation Rate |
Point to Point
5-Year
|
395%
Participation
|
| 5-Year S&P 500 PTP Participation Rate with -10% Floor |
Point to Point
5-Year
Annual sum
|
85%
Participation
|
| 1-Year AI Powered Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
| 5-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
5-Year
|
415%
Participation
|
| 1-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Annual
|
190%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% |