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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 15

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Highlights

The Athene Performance Elite 15 is a single premium fixed-indexed annuity with a 15-year surrender charge period and an 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, CO, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, ME, MD, MA, MI, MS, MO, NE, NV, NH, NM, NC, ND, OK, RI, SC, SD, TN, TX, VT, VA, WV, WI, and WY
Type
Fixed Index
Purpose Accumulation
Premium Bonus
15%
Term
15 Years
Surrender schedule
15%15%14%14%13%13%12%11%10%9%8%7%6%5%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
73
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
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Find out if the Athene Performance Elite 15 is the right product for you.

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Premium Notes

Additional premium deposits will be accepted during the first contract year and will be allocated to the Fixed Account.

Withdrawal Provisions

Free Withdrawals
Required Minimum Distributions (Year 1+) are  free withdrawals. 
After the first Contract Year, the Free Withdrawal amount is equal to 5% of the Accumulated Value as of the Contract Anniversary on the first day of that Contract Year. If you withdraw less than the Free Withdrawal amount in any Contract Year, your Free Withdrawal amount in future Contract Years will not be increased.

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 (CA Only)
Fixed
3% Fixed
1-Year Fixed Account
Fixed
4.3% Fixed
1-Year S&P 500 PTP Cap
Point to Point
Annual
12% Cap
1-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Annual
180% Participation
1-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Annual
140% Participation
2-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Biennial
245% Participation
2-Year AI Powered Global Opportunities PTP Participation Rate
Point to Point
Biennial
190% Participation
1-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Annual
180% Participation
1-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Annual
140% Participation
2-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Biennial
245% Participation
2-Year UBS Innovative Balanced PTP Participation Rate
Point to Point
Biennial
190% Participation
1-Year S&P 500 FC PTP Participation Rate
Point to Point
Annual
115% Participation
1-Year S&P 500 FC PTP Participation Rate
Point to Point
Annual
90% Participation
2-Year S&P 500 FC PTP Participation Rate
Point to Point
Biennial
155% Participation
2-Year S&P 500 FC PTP Participation Rate
Point to Point
Biennial
120% Participation
2-Year AI Powered US Equity PTP Participation Rate
Point to Point
Biennial
275% Participation
1-Year AI Powered US Equity PTP Participation Rate
Point to Point
Annual
205% Participation
2-Year Nasdaq FC PTP Participation Rate
Point to Point
Biennial
225% Participation
1-Year Nasdaq FC PTP Participation Rate
Point to Point
Annual
147% Participation
2-Year BNP Paribas Multi-Asset PTP Participation Rate
Point to Point
Biennial
345% Participation
1-Year BNP Paribas Multi-Asset PTP Participation Rate
Point to Point
Annual
250% Participation
2-Year AI Powered US Equity PTP Participation Rate
Point to Point
Biennial
215% 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
265% Participation
1-Year S&P 500 PTP Cap
Point to Point
Annual
8.75% Cap
1-Year AI Powered US Equity PTP Participation Rate
Point to Point
Annual
160% 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
195% Participation

Surrender schedule

Year 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Penalty 15% 15% 14% 14% 13% 13% 12% 11% 10% 9% 8% 7% 6% 5% 4%

Riders

No Riders for Athene Performance Elite 15 annuity.

Waivers

Terminal Illness

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: 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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