Athene Performance Elite 7 Plus
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Highlights
The Athene Performance Elite 7 Plus is a single premium fixed-indexed annuity with a 7-year surrender charge period and an MVA provision. The Athene Performance Elite 7 also pays a first-year premium bonus subject to a 7-year vesting schedule.
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, 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
|
|---|---|
|
Premium Bonus
|
6% |
|
Term
|
7 Years |
|
Surrender schedule
|
9%8.8%7.9%6.9%5.9%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
|
4.5%
Fixed
|
| 2-Year S&P 500 DRC 8% TR PTP Participation Rate |
Point to Point
Biennial
|
70%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
220%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
175%
Participation
|
| 2-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Biennial
|
275%
Participation
|
| 1-Year S&P 500 DRC 8% TR PTP Participation Rate |
Point to Point
Annual
|
65%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9.25%
Cap
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
165%
Participation
|
| 1-Year Nasdaq FC PTP Participation Rate |
Point to Point
Annual
|
115%
Participation
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
255%
Participation
|
| 2-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Biennial
|
350%
Participation
|
| 1-Year Nasdaq FC PTP Participation Rate |
Point to Point
Annual
|
145%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
210%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
280%
Participation
|
| 1-Year S&P 500 DRC 8% TR PTP Participation Rate |
Point to Point
Annual
|
87%
Participation
|
| 2-Year S&P 500 DRC 8% TR PTP Participation Rate |
Point to Point
Biennial
|
115%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
12.75%
Cap
|
| 1-Year Fixed Account (CA Only) |
Fixed
|
3%
Fixed
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
185%
Participation
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
145%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
250%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
195%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
185%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
145%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
250%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
195%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
117%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
92%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
160%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
125%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 9% | 9% | 8% | 7% | 6% | 5% | 4% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Athene Annual Liquidity Rider Charge Rate 7 years | Yes | 0.95% annually (0.00% after 7 years) |