Athene Agility 7
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Highlights
Athene Agility annuities are designed to meet your long-term savings and retirement needs. They include a Withdrawal Charge period. If you withdraw more money than the free amount allowed by your contract, or if you surrender the annuity before the Withdrawal Charge period ends, a Withdrawal Charge and MVA may be applied. These charges do not apply to free withdrawals, RMDs, Lifetime Income Withdrawals, payments made in settlement of your annuity’s Death Benefit or Confinement and Terminal Illness waivers. For more information, see the Product Details Insert provided with this brochure.
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
|
7 Years |
|
Surrender schedule
|
8%8%7%6%5%4%3% |
|
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, and IRA-Roth |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
2.9%
Fixed
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
135%
Participation
|
| 2-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Biennial
|
185%
Participation
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
110%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
5.75%
Cap
|
| 2-Year S&P 500 PTP Cap |
Point to Point
Biennial
|
12%
Cap
|
| 1-Year Nasdaq FC PTP Participation Rate |
Point to Point
Annual
|
77%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
117%
Participation
|
| 1-Year Fixed Account (CA Only) |
Fixed
|
2.9%
Fixed
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
90%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
120%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
90%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
120%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
60%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
80%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% | 4% | 3% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Athene Agility 7 | Yes | |
| Athene Agility 7 (AK, HI, LA, NH, NJ, PA, WA) | Yes |