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.
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
|
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
|
|
|
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
|
3.3%
Fixed
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7%
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
|
205%
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
|
89%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
135%
Participation
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
125%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
170%
Participation
|
| 1-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Annual
|
205%
Participation
|
| 2-Year BNP Paribas Multi-Asset PTP Participation Rate |
Point to Point
Biennial
|
280%
Participation
|
| 1-Year Nasdaq FC PTP Participation Rate |
Point to Point
Annual
|
120%
Participation
|
| 2-Year Nasdaq FC PTP Participation Rate |
Point to Point
Biennial
|
185%
Participation
|
| 1-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
| 2-Year AI Powered US Equity PTP Participation Rate |
Point to Point
Biennial
|
230%
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
|
9.75%
Cap
|
| 1-Year Fixed Account (CA Only) |
Fixed
|
3%
Fixed
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 1-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
110%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
200%
Participation
|
| 2-Year AI Powered Global Opportunities PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 1-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Annual
|
110%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
200%
Participation
|
| 2-Year UBS Innovative Balanced PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
95%
Participation
|
| 1-Year S&P 500 FC PTP Participation Rate |
Point to Point
Annual
|
70%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
130%
Participation
|
| 2-Year S&P 500 FC PTP Participation Rate |
Point to Point
Biennial
|
95%
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% |