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Athene Amplify 2.0 NF

The Athene Amplify 2.0 NF is a gem of an annuity product worth considering. It's great for retirees, promising steady income and growth potential for us who wish for financial peace in our golden years.

The product brochure emphasizes flexible options and protection feature. What a comforting blend of security and flexibility it offers! We have a winner in the Athene Amplify 2.0 NF.

Athene Amplify 2.0 NF

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About Product

Type

Registered Index-Linked

Purpose

Accumulation

Term

6 Years

Surrender schedule

Fee withdrawal:

10%

Market Value Adjustment

Return Of Premium

Minimum Contribution

$10,000

Maximum Contribution

$2,000,000

Max Age Qualified

Types Of Funds

Non-Qualified, 401k, Profit Sharing, Traditional IRA, Spousal IRA, Pension, IRA Rollover, IRA Transfer, TSA 403b, SEP IRA, KEOGH, and IRA-Roth

Launch Date

01/24/2022

A single premium registered index-linked deferred annuity with a 6-year Withdrawal Charge Schedule.
With Amplify 2.0 NF, you can allocate money among a wide variety of Index-Linked Segment Options. These options have three components: a buffer, a term period and an underlying market index.
This gives you the flexibility to customize your plan based upon your specific needs.

Performance Blend (Available in the 6-year Segment Option)
Performance Blend is a weighted average return of three different indices (SPX, RTY, MXEA) where at the Segment End Date, 50% of the index change used to determine Segment Credits is based on the return of the best performing Index, 30% is based on the return of the second-best performing Index and 20% is based on the return of the lowest performing Index. The Cap Rate, Participation Rate and Buffer Rate are then applied to this weighted average return.

Milestone Lock (Available in the 6-year Segment Option)
Milestone Lock is a unique crediting method that captures gains of the S&P 500® Index as certain Milestone Thresholds are met. The threshold percentage is set at the beginning of the 6-year Segment Term Period and guaranteed not to change throughout the term. If at each annual Segment Start Date anniversary, the threshold has been met, your Buffer protection will reset based on the current index level, allowing you to take advantage of positive market performance and protect your gains from subsequent downturns.

Segment Credits are calculated at the end of the 6-year term based on the index performance at each milestone achieved (subject to a Cap or Participation Rate) and the index return from the last milestone to the end of the term

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, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY

Allocation Accounts

Name	Type	Rates
6-Year S&P 500 Milestone Lock Cap with Participation Rate with 10% Buffer	Milestone Lock 6-Year	100% Participation 28% Cap
1-Year Fixed Account	Fixed	3% Fixed
2-Year Nasdaq-100 PTP Cap with 10% Buffer	Point to Point Biennial	100% Participation 34% Cap
6-Year Performance Blend (S&P 500, Russell 2000, MSCI EAFE) Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	100% Participation 75% Cap
6-Year Shiller Barclays CAPE US Mid-Month Sector TR Net PTP Cap with 10% Buffer	Point to Point 6-Year	100% Participation 68% Cap
6-Year Nasdaq-100 PTP Cap with 10% Buffer	Point to Point 6-Year	100% Participation 85% Cap
6-Year S&P 500 PTP Participation Rate with 10% Buffer	Point to Point 6-Year	100% Participation
6-Year S&P 500 PTP Participation Rate with 20% Buffer	Point to Point 6-Year	100% Participation 90% Cap
2-Year MSCI EAFE PTP Participation Rate with 10% Buffer	Point to Point Biennial	105% Participation
2-Year Russell 2000 PTP Cap with 10% Buffer	Point to Point Biennial	100% Participation 55% Cap
2-Year Shiller Barclays CAPE US Mid-Month Sector TR Net PTP Cap with 10% Buffer	Point to Point Biennial	100% Participation 26% Cap
2-Year S&P 500 PTP Participation Rate with 10% Buffer	Point to Point Biennial	100% Participation 40% Cap
2-Year S&P 500 PTP Cap with 20% Buffer	Point to Point Biennial	100% Participation 25% Cap
1-Year MSCI EAFE PTP Cap with 10% Buffer	Point to Point Annual	100% Participation 18.5% Cap
1-Year Russell 2000 PTP Cap with 10% Buffer	Point to Point Annual	100% Participation 25.5% Cap
1-Year Shiller Barclays CAPE US Mid-Month Sector TR Net PTP Cap with 10% Buffer	Point to Point Annual	100% Participation 11.5% Cap
1-Year Nasdaq-100 PTP Cap with 10% Buffer	Point to Point Annual	100% Participation 18.75% Cap
1-Year S&P 500 PTP Cap with 10% Buffer	Point to Point Annual	100% Participation 17% Cap
1-Year S&P 500 PTP Cap with 20% Buffer	Point to Point Annual	100% Participation 11.75% Cap
6-Year S&P 500 Dual Trigger with 10% Buffer	Dual Direction Trigger 6-Year	48% Performance triggered
1-Year S&P 500 Dual Trigger with 10% Buffer	Dual Direction Trigger Annual	8.75% Performance triggered
1-Year S&P 500 Dual Trigger with 20% Buffer	Dual Direction Trigger Annual	6.5% Performance triggered
6-Year S&P 500 Dual Trigger with 20% Buffer	Dual Direction Trigger 6-Year	42% Performance triggered
6-Year S&P 500 Dual Trigger with 30% Buffer	Dual Direction Trigger 6-Year	36% Performance triggered
6-Year S&P 500 Dual Direction Cap with 20% Buffer	Dual Directional 6-Year	100% Participation 65% Cap
1-Year S&P 500 Dual Direction Cap with 10% Buffer	Dual Directional Annual	100% Participation 13.75% Cap
6-Year S&P 500 PTP Cap with 30% Buffer	Point to Point 6-Year	100% Participation 65% Cap
1-Year S&P 500 Performance Triggered with 10% Buffer	Performance Triggered Annual	10.5% Performance triggered
1-Year Fixed Account (CA Only)	Fixed	3% Fixed

Surrender schedule

Year	1	2	3	4	5	6
Penalty	8%	8%	7%	6%	5%	4%

Riders

No Riders for Athene Amplify 2.0 NF annuity.

Waivers

Bail-Out

If the declared Cap Rate, Participation Rate or Annual Interest Rate for a selected Segment Option at the initial Segment Start Date is lower than the Bailout Rate specified in your Contract, which is set at the time of application, you may cancel the Contract within 60 days after the Contract Date and receive your Purchase Payment less any Withdrawals.

Terminal Illness

Unavailable in states: CA

After the first Contract Year, you can withdraw up to 100% of your annuity’s Interim Value if any Owner is diagnosed with a Terminal Illness that is expected to result in death within 12 months and meets the eligibility requirements. You may not be diagnosed during the first Contract Year to qualify. Please see the Prospectus for more information.

Confinement

Unavailable in states: CA, and MA

After the first Contract Year, you can withdraw up to 100% of your annuity’s Interim Value if any Owner is confined to a Qualified Care facility for at least 60 consecutive days and meets the eligibility requirements. Confinement must begin after the first Contract Year to qualify. Please see the Prospectus for more information.

RMD

Required Minimum Distributions (RMDs) are IRS mandatory Withdrawals from qualifie contracts (such as an IRA). These Withdrawals from your annuity Contract are considered part of your Free Withdrawal for the Segment Year and will not be subject to a Withdrawal Charge or an Interest Adjustment. An Equity Adjustment will apply to the full amount of the Withdrawal.