-cropped.svg)
Athene Amplify 3.0 NF NY
Athene Amplify 3.0 NF NY
About Product
Performance Blend is a weighted average return of three different indices (SPX, RTY, MXEA)
Allows you to capture and lock in performance for any Index-Linked Segment Option. When this feature is exercised, the Segment Value can be re-allocated immediately, at a later date, or automatically at the next Segment Anniversary. From the Performance Lock Date until the time the funds are re-allocated, the locked funds will earn interest at the current Annual Interest Rate used for the Fixed Segment Option. Re-entry requests can be made up to 16 times within a Segment Year.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 6-Year S&P 500 Dual Trigger with 20% Buffer |
Dual Direction Trigger
6-Year
|
44%
Performance triggered
|
| 1-Year S&P 500 Dual Trigger with 10% Buffer |
Dual Direction Trigger
Annual
|
9.25%
Performance triggered
|
| 6-Year S&P 500 Dual Trigger with 10% Buffer |
Dual Direction Trigger
6-Year
|
50%
Performance triggered
|
| 6-Year S&P 500 Dual Trigger with 30% Buffer |
Dual Direction Trigger
6-Year
|
38%
Performance triggered
|
| 6-Year S&P 500 Dual Direction Cap with Participation Rate with 20% Buffer |
Dual Directional
6-Year
|
100%
Participation
70%
Cap
|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 1-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
19%
Cap
|
| 2-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Biennial
|
110%
Participation
|
| 2-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Biennial
|
100%
Participation
60%
Cap
|
| 2-Year Nasdaq-100 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Biennial
|
100%
Participation
43%
Cap
|
| 2-Year Nasdaq-100 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Biennial
|
100%
Participation
31%
Cap
|
| 2-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Biennial
|
100%
Participation
25%
Cap
|
| 2-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Biennial
|
100%
Participation
40%
Cap
|
| 1-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
17%
Cap
|
| 1-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
12.5%
Cap
|
| 6-Year Nasdaq-100 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
100%
Participation
100%
Cap
|
| 6-Year Nasdaq-100 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
100%
Participation
125%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
25%
Cap
|
| 6-Year Blend PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
100%
Participation
75%
Cap
|
| 6-Year Nasdaq-100 PTP Cap with Participation Rate with 30% Buffer |
Point to Point
6-Year
|
100%
Participation
84%
Cap
|
| 6-Year S&P 500 PTP Cap with Participation Rate with 30% Buffer |
Point to Point
6-Year
|
100%
Participation
65%
Cap
|
| 6-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
102%
Participation
|
| 6-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
100%
Participation
105%
Cap
|
| 1-Year Nasdaq-100 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
14%
Cap
|
| 1-Year Nasdaq-100 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
22%
Cap
|
| 1-Year S&P 500 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
10.75%
Performance triggered
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 |
|---|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% | 4% |
Riders
No Riders for Athene Amplify 3.0 NF NY annuity.
Waivers
Terminal Illness
After the first Contract Anniversary, you can withdraw up to 100% of your Contract Value if any Owner is diagnosed with a Terminal Illness expected to result in death within 12 months. Initial diagnosis must occur after the Contract Date. Withdrawal Charges and Interest Adjustments will not apply.
Confinement
After the first Contract Anniversary, you can withdraw up to 100% of your Contract Value if any Owner is confined to a Qualified Care facility for at least 60 consecutive days. Confinement must begin after the Contract Date. Withdrawal Charges and Interest Adjustments will not apply.
RMD
RMDs required by the IRS can be taken from the contract and count as part of the annual Free Withdrawal amount. No additional Withdrawal Charges apply to RMD amounts.
Premium Notes
Premium Maximum - $1,000,000
Withdrawal Provisions
No Withdrawal Charge Amount Available Segment Year 1: May withdraw up to 10% of the Contract Value on the initial Segment StartDate, including Holding Account interest and the Purchase Payment, without assessmentof a Withdrawal Charge. (There is not a No Withdrawal Charge Amount available during thetime 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 , without the assessment of aWithdrawal Charge. Interest Adjustment An Interest Adjustment will apply to all Segment Options on the amount of any Withdrawalthat exceeds the No Withdrawal Charge amount on any date during the first six ContractYears. The Interest Adjustment is a positive or negative adjustment that approximatesany change in the value of fixed income assets supporting your Contract. Please see theprospectus for more information.
- A.M. Best A+
- Fitch A+
- S&P A+
- Moody's A1
- Comdex 88
