Athene Performance Elite 15
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Highlights
The Athene Performance Elite 15 is a single premium fixed-indexed annuity with a 15-year surrender charge period and an MVA provision.
Three Strategy Presets available, which consist of automatic allocation and rebalancing between strategies based on a pre-determined investment strategy chose by policy holder.
Three Strategy Presets available, which consist of automatic allocation and rebalancing between strategies based on a pre-determined investment strategy chose by policy holder.
Available in states:
AL, AK, AZ, AR, CO, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, ME, MD, MA, MI, MS, MO, NE, NV, NH, NM, NC, ND, OK, RI, SC, SD, TN, TX, VT, VA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Premium Bonus
|
15% |
|
Term
|
15 Years |
|
Surrender schedule
|
15%15%14%14%13%13%12%11%10%9%8%7%6%5%4% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 5% |
|
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 |
|---|---|---|
| 1-Year Fixed Account (CA Only) |
Fixed
|
3%
Fixed
|
| 1-Year Fixed Account |
Fixed
|
4%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
11%
Cap
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
130%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
170%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
130%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
170%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
107%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
82%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
110%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
260%
Participation
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
195%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
| 1-Year Nasdaq FC PTP Participation Rate |
Point to Point
Annual
|
135%
Participation
|
| 2-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Biennial
|
330%
Participation
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
235%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
200%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
160%
Participation
|
| 2-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Biennial
|
250%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8%
Cap
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 1-Year Nasdaq FC PTP Participation Rate |
Point to Point
Annual
|
105%
Participation
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
180%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 15% | 15% | 14% | 14% | 13% | 13% | 12% | 11% | 10% | 9% | 8% | 7% | 6% | 5% | 4% |