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Athene Amplify 2.0 NF NY
Athene Amplify 2.0 NF NY
About Product
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.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year S&P 500 Dual Trigger with 10% Buffer |
Dual Direction Trigger
Annual
|
100%
Participation
8.25%
Performance triggered
|
| 6-Year S&P 500 Dual Trigger with 20% Buffer |
Dual Direction Trigger
6-Year
|
100%
Participation
40%
Performance triggered
|
| 6-Year S&P 500 Dual Trigger with 30% Buffer |
Dual Direction Trigger
6-Year
|
100%
Participation
35%
Performance triggered
|
| 6-Year S&P 500 Dual Trigger with 10% Buffer |
Dual Direction Trigger
6-Year
|
100%
Participation
46%
Performance triggered
|
| 6-Year S&P 500 Dual Direction Cap with 20% Buffer |
Dual Directional
6-Year
|
100%
Participation
60%
Cap
|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 2-Year MSCI EAFE PTP Participation Rate with 10% Buffer |
Point to Point
Biennial
|
100%
Participation
|
| 1-Year S&P 500 PTP Cap with 20% Buffer |
Point to Point
Annual
|
100%
Participation
10.5%
Cap
|
| 1-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Annual
|
100%
Participation
15%
Cap
|
| 1-Year Nasdaq-100 PTP Cap with 10% Buffer |
Point to Point
Annual
|
100%
Participation
17%
Cap
|
| 1-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
Annual
|
100%
Participation
22.5%
Cap
|
| 1-Year MSCI EAFE PTP Cap with 10% Buffer |
Point to Point
Annual
|
100%
Participation
16.25%
Cap
|
| 2-Year S&P 500 PTP Cap with 20% Buffer |
Point to Point
Biennial
|
100%
Participation
23%
Cap
|
| 2-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Biennial
|
100%
Participation
35%
Cap
|
| 2-Year Nasdaq-100 PTP Cap with 10% Buffer |
Point to Point
Biennial
|
100%
Participation
32.5%
Cap
|
| 2-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
Biennial
|
100%
Participation
55%
Cap
|
| 6-Year S&P 500 PTP Cap with 20% Buffer |
Point to Point
6-Year
|
100%
Participation
70%
Cap
|
| 6-Year Nasdaq-100 PTP Cap with 10% Buffer |
Point to Point
6-Year
|
100%
Participation
75%
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
65%
Cap
|
| 6-Year S&P 500 PTP Cap with 30% Buffer |
Point to Point
6-Year
|
100%
Participation
52%
Cap
|
| 6-Year S&P 500 PTP Participation Rate with 10% Buffer |
Point to Point
6-Year
|
100%
Participation
90%
Cap
|
| 1-Year S&P 500 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
100%
Participation
9.75%
Performance triggered
|
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 NY annuity.
Waivers
Terminal Illness
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
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 are IRS mandatory Withdrawals from qualified contracts (such as an IRA). These Withdrawals from your annuity Contract are considered part of your No Withdrawal Charge Amount for the Segment Year and will not be subject to a Withdrawal Charge or an Adjustment. An Equity Adjustment will apply to the full amount of the Withdrawal.
Premium Notes
IRA — Must be single ownership
Nonqualified — Joint Owners must also be spouses
Withdrawal Provisions
No Withdrawal Charge Amount Available Segment Year 1: May withdraw up to 10% of the Contract Value on the initial Segment Start Date, including Holding Account interest and Purchase Payment, without assessment of Withdrawal Charge. (There is not a No Withdrawal Charge Amount available during the time money is allocated to the Holding Account.) Segment Year 2+: May withdraw up to 10% of the Contract Value as of the previous Segment Anniversary
- A.M. Best A+
- Fitch A+
- S&P A+
- Moody's A1
- Comdex 88
