athene income preferred bonus prospectus

0.9x. total of $325 million at an average price of $41.49 per share, the loss of key personnel; telecommunication, information technology and PO Box 19031 These companies are not undertaking to provide investment advice for any individual or in any individual situation, and therefore nothing in this should be read as investment advice. The key to achieving emotional and financial well-being in retirement is preparation. Registered index-linked annuities can only be marketed and sold by securities licensed financial professionals. Greenville, SC 29602. With timely insights, in-depth product information and client-approved materials, our business-building toolkits are designed to help you and your clients do more. Theseproducts and the components and features contained within are not available in all states or firms. 3The bonus and any earnings on the bonus are subject to a Premium Bonus Vesting Adjustment. Todays announcement reflects intermediate-term capital 1-800-294-1322, UBS Securities LLC by telephone at 1-888-827-7275 or Athene Annuity | Agility Annuity - The Annuity Expert %PDF-1.6 % https://www.businesswire.com/news/home/20190605005566/en/. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. The Athene Agility annuity is a fixed indexed annuity with a $10,000 minimum investment and a maximum issue age of 83. regulations; the accuracy of our interpretation of the Tax Cuts and Jobs The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. Save more with great rates and lower potential risk PO Box 725449 1547076545 False If qualifications are met, the Lifetime Income PDF TargetHorizon SM and Income Riders availability by state - Simplicity RILAs may help you accumulate money based in part ongrowth in a published stock market index, while also providing a measure ofprotection from lossif the index declines in value. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); AnnuityGator.com offers independent annuity product reviews. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit. Athene Ascent Pro 10 Bonus GEN10 (04/14) and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15) or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. Athene AccuMax ICC20 STA (11/20);Athene Accumulator GEN (09/15) NBand Athene Accumulator Legacy Rider ICC16 GMDB (06/16);Athene Agility GEN (09/15) NB, Income and Death Benefit Rider IR (06/18)and Enhanced Income Benefit Endorsement EIBR (06/18);Athene Ascent Pro GEN (09/15) NB, GEN10 (04/14)and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15);Athene Ascent Pro 10 Bonus GEN10 (04/14)and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15);Athene Performance Elite GEN (09/15) NB, GEN10 (04/14), TBS15 (09/12)Athene Performance Elite Plus BONUS (04/17)and Enhanced Liquidity Rider ICC15 PEPR (11/14);Athene Protector GEN (09/15) NBand Return of Premium Rider ICC17 ROP (08/17)or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA. NOT A DEPOSIT. Reviews are posted at the request of readers so they could see an independent perspective when breaking down the positives and negatives of specific annuity contracts. by telephone at 1-866-718-1649, BofA Securities, Inc. by telephone at Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. 1 A Fixed Strategy with a 1-year guarantee is also available. MAY LOSE VALUE. 6631 Status of business submitted, outstanding requirements, transfers, rollovers An annuity that adapts for changing retirement needs whether for growth, income or help with the unexpected. Reinsurance contracts are entered into with Athene Annuity and Life Company (61689), West Des Moines, IA; Athene Annuity & Life Assurance Company (61492), Wilmington, Delaware; Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY; and Athene Life Re Ltd., Hamilton, Bermuda. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. organic growth, acting as a solutions provider within the restructuring So, if you still have any additional questions about the Athene Income Select Bonus annuity, then please feel free to contact us directly here, through our secure contact form. jurisdiction. According to the product literature, a 5% first-year premium bonus will be credited upon receipt of each premium during the first year of the contract. interest rate fluctuations; changes in the federal income tax laws and Please reach out to your Financial Professional for more details on state approvals and firm guidelines. Optima-Italic Financial professionals will be paid a commission on the sale of an annuity. Athenes 1 0 obj <>]/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream Accumulation may not exceed 20 Contract Years. The key to achieving emotional and financial well-being in retirement is preparation. They are designed to be a long-term investment product used to help provide income for retirement and are not suitable as a short-term investment. If youve been trying to find as much information as you can about annuities on the Internet, it is highly likely that you have come across many conflicting details about these products. preference shares (to be represented by depositary shares). amended, and Section 21E of the Securities Exchange Act of 1934, as An Income Base Bonus provides an initial boost. %PDF-1.6 % To complete your product training, visit the RegEd site, Discover everything you need to know about the indices that power Athene annuities, go to Index Information, For product support or to run an illustration, contact the best Sales Desk in the business at 888-ANNUITY. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. Insurance products may not be available in all states. &R )f_|f6 $RC(;u\eYthzz]mQz6{u jYsl/? W life insurance industry, maintaining capital for opportunistic asset Athene Securities, LLC (Athene Securities) is the distributing underwriter of the contract. Product features, limitations and availability vary; see the Certificate of Disclosure for details. Products not available in all states. Athene Agility 10 fixed index annuity is a retirement savings plan designed for safe growth, retirement income for life, inflation protection, and enhancing a death benefit. Athene USA It is licensed to conduct business in all 50 of the U.S. states, and as of early 2017, the company has sold more than 1.1 million policies. Athene Ascent Pro GEN (09/15) NB, GEN10 (04/14) and Athene Ascent Income Rider IR1 (09/15), IR2 (09/15) or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. 3 Not available on all strategy options. To help Athene Performance Elite GEN (09/15) NB, GEN10 (04/14), TBS15 (09/12) Athene Performance Elite Plus BONUS (04/17) and Enhanced Liquidity Rider ICC15 PEPR (11/14) or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. Your email address will not be published. shareholder value, said Mr. Belardi. Product features, limitations and availability vary; see the Certificate of Disclosure for details. . seeking to fund retirement needs. Athene has filed a registration statement (including a prospectus) with xmp.did:74117FC520071168B34BA149FDF45C78 With its built-in income rider, the Athene Ascent Pro annuity is designed to help bridge the "income gap" by converting a portion of your personal savings and investments into a stream of income you can count on. For instance, while youll have the opportunity to earn a nice rate of return that is based on the performance of the underlying index, this return can be limited due to the cap that is in place. If you look far and wide, you would still be hard pressed to find any financial product or services that did not charge a fee. Withdrawals in excess of the free amount are subject to a Withdrawal Charge, MVA and any Premium Bonus Vesting Adjustment which may result in the loss of principal. Registered Index-Linked Annuities | Athene NO BANK/CREDIT UNION GUARANTEE. PEMBROKE, Bermuda-- (BUSINESS WIRE)-- Athene Holding Ltd. ("Athene") (NYSE: ATH), a leading provider of retirement savings products, is launching an opportunistic offering of preference shares (to be represented by depositary shares). Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. Proprietary Product Database This particular annuity will usually work the best for those who are looking for: Conversely, the Athene Income Select Bonus Fixed Index Annuity may not fare so well for those who: There are many factors that should ideally be taken into consideration if you are thinking about purchasing an annuity. NO BANK/CREDIT UNION GUARANTEE. NOT A DEPOSIT. 3676022683 MAY LOSE VALUE. This annuity review is meant solely to be an independent review at the request of our readers so that they may see out perspective when breaking down the positives and the negatives of this particular annuity. Withdrawals are not credited with index interest in the year they are taken. Today, because there are many retirees and pre-retirees who are concerned about keeping their principal safe, and having an income that is guaranteed for life, a financial or insurance advisor is likely to focus on the protection and income features of this annuity. We do not undertake any obligation to update or revise Not all reinsurance products or structures offered are available in all jurisdictions. The completion of the endstream endobj 3 0 obj <> endobj 6 0 obj <>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 7 0 obj <>/Font<>/ProcSet[/PDF/Text]>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 8 0 obj <>/Font<>/ProcSet[/PDF/Text]>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 9 0 obj <>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 23 0 obj <>stream regulatory authorities as required for our operations; and other factors S7293_CurrentAnnuities_05-15.indd The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. Become a Game Changer and help more people make their next life their best life. Financial professionals will be paid a commission on the sale of an annuity. View source version on businesswire.com: https://www.businesswire.com/news/home/20190605005566/en/, Media ContactKaren Lynn+1 441 279 8460+1 515 The Strategy Charge Credit will be applied pro rata across all funded strategies. Generally, This product and the components and features contained within are not available in all states or firms. Athene has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. This annuity will also provide you with income options that you cannot outlive. current report on Form 8-K filed June 5, 2019, each of which can be Check out these strategies to make sure your money lasts as long as you do. If withdrawals subject to a Withdrawal Charge are taken (including a full surrender), the credit will not be applied. What is a registered index-linked annuity and how does it work? Such statements are subject to risks and uncertainties that This material is a general description intended for general public use. 7700 Mills Civic Parkway The Income Base is not available in a lump sum. Athene, through its subsidiaries, is a leading retirement services realized. And, when it comes time to convert the annuity over into an income stream, you can choose the lifetime option and, in turn, receive a guaranteed stream of income for the rest of your life regardless of how long that may be. 1An annual charge is deducted for the rider. To complete your product training, visit the RegEd site, Discover everything you need to know about the indices that power Athene annuities, go to Index Information, For product support or to run an illustration, contact the best Sales Desk in the business at 888-ANNUITY, Allocate to a variety of 1- and 2-year index crediting strategies, including charge and no-charge options. While your money is not invested directly in the index, you do receive index credits based partly on how the index performs. We are pleased with our share repurchase execution to date and believe The purpose of this material is solicitation of insurance. send you the prospectus if you request it from Morgan Stanley & Co. LLC You may get these documents for free by visiting (04/14) SR], Athene Ascent 10 Bonus Pro [TBS10 (09/12)] and Athene Income Aspect [IR (07/14), ICC15 IR NMV (07/14)] or state variations are issued by Athene . Please see Certificate of Disclosure for more information on these features. and expectations and are often identifiable by use of the words Built for accumulation with a Return of Premium guarantee. Alternatively, Athene, any underwriter or any dealer participating in the offering will arrange to send . For most FIAs, a crediting strategy is made up of three parts. MAY LOSE VALUE. Withdrawals in excess of the free amount are subject to a Withdrawal Charge, MVA and any Premium Bonus Vesting Adjustment which may result in the loss of principal. See page 11 for additional information. Any sale of an annuity will require contact with a financial professional. The key to achieving emotional and financial well-being in retirement is preparation. preferred stock offering will be contingent upon market conditions and 0 Athene Performance Elite 15 Annuity (Up To 9% Bonus) - The Annuity Expert Financial professionals will be paid a commission on the sale of an annuity. File a claim? Athene Launches Preferred Stock Offering - Athene Holding Withdrawals are not credited with index interest in the year they are taken. There, in return for a complimentary dinner or lunch, the presenter may have gone into detail about the Athene Income Select Bonus annuity or some other similar product. Protecting savings in turbulent times. 0 Jackson National Perspective II Lifeguard Freedom Flex, Independent Review of the Athene Income Select Bonus Fixed Index Annuity, Independent Review of the Athene Amplify 2.0 Annuity, Independent Review of the Athene AI Powered US Equity Index, Independent Review of the Athene Nasdaq FC Index, Independent Review of the Athene Agility 7-Year Fixed Indexed Annuity [Updated December 2020], Independent Review of the Athene Agility 10 Annuity Pros and Cons Explained | Updated April 2020, Independent Review of the Athene Balanced Choice Level 10 Annuity, Interest credits that are credited daily on any premium allocated to the fixed strategy, Interest credits on any premium allocated to an indexed strategy are based on the growth, if any, of an external index each term period (excluding dividends), The opportunity to obtain a higher rate of growth, Want to fully participate in market gains, Want or need to access their funds penalty-free within the first ten years of purchasing the annuity, Do not intend to use the guaranteed lifetime income feature. 2015-05-14T10:55:09-05:00 Peace of mind for the journey ahead Please reach out to your financial professional if you have any questions about insurance products and their features. If at the end of the withdrawal charge period, the total interest credited to the Accumulated Value is less than the Minimum Interest Credit, the client automatically receives a one-time interest credit equal to the difference.4. Annuity contracts and group annuity contracts are issued by Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY, in New York state. Premium Bonus varies by product. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. This material should not be interpreted as a recommendation by Athene Annuity and Life Company, Athene Annuity & Life Assurance Company, Athene Annuity & Life Assurance Company of New York, or Athene Securities, LLC. For example, the Athene Income Select Bonus Fixed Index Annuity can allow you the opportunity to earn a market index-linked return, while also keeping your money safe during market downturns. We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. NOT A DEPOSIT. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale. The Athene Income Select Bonus is a fixed index annuity that gives you choices of interest crediting strategies to take advantage of stronger market conditions, while at the same time, providing guarantees that will protect your retirement savings during down market conditions. NO BANK/CREDIT UNION GUARANTEE. Please see Certificate of Disclosure and other documents for additional detail on this provision. For claim forms, call 800-800-9882 to speak with a customer service representative. Insurance products may not be available in all states. xmp.id:926C9A28682068118083F0B7E582CB61 Athene FIAs offer optional riders that provide benefits like lifetime income, increased liquidity or an enhanced death benefit option. Yet, as you scan the world wide web for more information, it is probable that you have stumbled across other sites that try to lure you in by making claims like the following: Even though these claims may sound great initially, the truth is that they may not all be true. Creating lifetime income for a secure retirement. prospectus in that registration statement and other documents the issuer Additional limitations, variations, and exclusions may apply. Annuity contracts and group annuity contracts are issued by Athene Annuity and Life Company (61689), West Des Moines, IA, and Athene Annuity & Life Assurance Company (61492), Wilmington, Delaware, in all states (except New York), and in D.C. and PR.
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