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Best Guaranteed Annuity Rates
2-Year
5.70%
3-Year
6.25%
5-Year
6.25%
7-Year
6.00%
10-Year
5.80%

Athene Performance Elite 10

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Highlights

The Athene Performance Elite 10 is a single premium fixed-indexed annuity with a 10 year surrender charge period and a 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.
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
Purpose Accumulation
Premium Bonus
12%
Term
10 Years
Surrender schedule
12%12%12%11%10%9%8%7%6%4%
Free withdrawal
1st year: 0%
2nd+ year: 5%
Market value adjustment
Return of premium
Launch date
06/14/2015
Minimum contribution
$10,000
Maximum contribution
$2,000,000
Max Age Qualified
78
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

Find out if the Athene Performance Elite 10 is the right product for you.

$

Premium Notes

Premiums (Single premium only)
Minimum — $10,000 ($5,000 in CT, ID, MN, NJ, OH, OR, PA, UT, WA) 

Withdrawal Provisions

Free Withdrawals 
  • 5% (Years 2+) 
  • Required Minimum Distributions (Year 1+) 

Market Value Adjustment (MVA)
A Market Value Adjustment applies to withdrawals in excess of the free withdrawal amount and full surrenders during the Withdrawal Charge period. If you take an excess withdrawal before the end of your Withdrawal Charge period, an MVA will be applied to that excess withdrawal. The MVA may increase or decrease the amount of the Withdrawal or Cash Surrender Value of your Contract depending on the change in interest rates. If interest rates have increased, stayed the same or decreased by less than 0.25%, the MVA will be negative. If interest rates have decreased by more than 0.25%, the MVA will be positive. MVA is not applicable in all states. 

Allocation Accounts

Name Type Rates
1-Year Fixed Account
Fixed
3.6% Fixed
1-Year BNP Paribas Multi-Asset PTP Participation Rate
Point to Point
Annual
170% Participation
1-Year S&P 500 PTP Cap
Point to Point
Annual
7.5% Cap
1-Year S&P 500 DRC 8% TR PTP Participation Rate
Point to Point
Annual
50% Participation
2-Year BNP Paribas Multi-Asset PTP Participation Rate
Point to Point
Biennial
230% Participation
2-Year S&P 500 DRC 8% TR PTP Participation Rate
Point to Point
Biennial
60% Participation
1-Year Nasdaq FC PTP Participation Rate
Point to Point
Annual
100% Participation
2-Year Nasdaq FC PTP Participation Rate
Point to Point
Biennial
150% Participation
1-Year AI Powered US Equity PTP Participation Rate
Point to Point
Annual
140% Participation
2-Year AI Powered US Equity PTP Participation Rate
Point to Point
Biennial
185% Participation
1-Year BNP Paribas Multi-Asset PTP Participation Rate
Point to Point
Annual
225% Participation
2-Year BNP Paribas Multi-Asset PTP Participation Rate
Point to Point
Biennial
310% Participation
1-Year Nasdaq FC PTP Participation Rate
Point to Point
Annual
130% Participation
2-Year Nasdaq FC PTP Participation Rate
Point to Point
Biennial
200% Participation
1-Year AI Powered US Equity PTP Participation Rate
Point to Point
Annual
185% Participation
2-Year AI Powered US Equity PTP Participation Rate
Point to Point
Biennial
245% Participation
1-Year S&P 500 DRC 8% TR PTP Participation Rate
Point to Point
Annual
85% 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
10.5% Cap
1-Year Fixed Account (CA Only)
Fixed
3% Fixed
1-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Annual
160% Participation
1-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Annual
120% Participation
2-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Biennial
215% Participation
2-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Biennial
160% Participation
1-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Annual
160% Participation
1-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Annual
120% Participation
2-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Biennial
215% Participation
2-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Biennial
160% Participation
1-Year S&P 500 FC PTP Participation Rate
Point to Point
Annual
102% Participation
1-Year S&P 500 FC PTP Participation Rate
Point to Point
Annual
77% Participation
2-Year S&P 500 FC PTP Participation Rate
Point to Point
Biennial
140% Participation
2-Year S&P 500 FC PTP Participation Rate
Point to Point
Biennial
105% Participation

Surrender schedule

Year 1 2 3 4 5 6 7 8 9 10
Penalty 12% 12% 12% 11% 10% 9% 8% 7% 6% 4%

Riders

No Riders for Athene Performance Elite 10 annuity.

Waivers

Terminal Illness

Unavailable in states: CA

You can withdraw up to 100% of your annuity’s Accumulated Value if you’re diagnosed with a Terminal Illness that is expected to result in death within one year and you meet the eligibility requirements. This waiver is available after your first Contract Anniversary. You may not be diagnosed during the first Contract Year.

Confinement

Unavailable in states: CA, and MA

After the first Contract Year, you can withdraw up to 100% of your annuity’s Accumulated Value if you’ve been confined to a Qualified Care facility for at least 60 consecutive days and meet the eligibility requirements. You cannot be confined at the time the contract is issued, and confinement must begin at least one year after the Contract Date.

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