Athene Performance Elite 15 Plus
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Highlights
The Athene Performance Elite 15 Plus is a single premium fixed-indexed annuity with a 15-year surrender charge period and an MVA provision. The Athene Performance Elite 15 Plus also pays a first-year premium bonus subject to a 15-year vesting schedule.
The Liquidity Rider is automatically attached to and made part of your Athene Performance Elite 15 Plus annuity. In exchange for an Annual Rider Charge, this Rider provides you with the following benefits:
The Liquidity Rider is automatically attached to and made part of your Athene Performance Elite 15 Plus annuity. In exchange for an Annual Rider Charge, this Rider provides you with the following benefits:
- An Enhanced Free Withdrawal Amount
- A Return of Premium Benefit
- Enhanced Annuitization
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
|
20% |
|
Term
|
15 Years |
|
Surrender schedule
|
15%15%14%14%13%13%12%11%10%9%8%7%6%5%4% |
|
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 |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
4%
Fixed
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
260%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
110%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
82%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
107%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
170%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
130%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
170%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
130%
Participation
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
11%
Cap
|
| 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
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
180%
Participation
|
| 1-Year Nasdaq FC PTP Participation Rate |
Point to Point
Annual
|
105%
Participation
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8%
Cap
|
| 2-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Biennial
|
250%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
160%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
200%
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% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Athene Annual Liquidity Rider Charge Rate 15 years | Yes | 0.95% annually (0.00% after 15 years) |