Athene Velocity
In the complex world of retirement planning, annuities stand out as a popular choice for those seeking steady income streams in their golden years. Amidst a crowded market, a few annuity companies have distinguished themselves through their robust financial strength, customer service excellence, and diverse product offerings.
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
The latest addition to the BCA suite of fixed indexed annuities, Athene Velocity is a single-premium fixed indexed annuity that combines growth opportunities and protection from downside market risk. As a solution for individuals planning for or already in retirement, Athene Velocity can help you:
- Grow your retirement savings based on positive changes in a selected Index Earning Strategy (IES) or strategies over a two-year term.
- Protect your retirement savings from downside market risk.
- Guarantee your lifetime income and future legacy.
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
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
52%
Participation
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
65%
Participation
|
| 2-Year Shiller Barclays Global PTP Participation Rate |
Point to Point
Biennial
|
235%
Participation
|
| 2-Year Shiller Barclays Global PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
| 2-Year Merrill Lynch RPM PTP Participation Rate |
Point to Point
Biennial
|
200%
Participation
|
| 2-Year Merrill Lynch RPM PTP Participation Rate |
Point to Point
Biennial
|
250%
Participation
|
| 2-Year WisdomTree Siegel Strategic Value PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
| 2-Year WisdomTree Siegel Strategic Value PTP Participation Rate |
Point to Point
Biennial
|
235%
Participation
|
| 2-Year Citi Grandmaster PTP Participation Rate |
Point to Point
Biennial
|
335%
Participation
|
| 2-Year Citi Grandmaster PTP Participation Rate |
Point to Point
Biennial
|
270%
Participation
|
| 2-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Biennial
|
235%
Participation
|
| 2-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 10% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Athene Velocity Income Rider | Yes |