. Bloombergs association with CIBC is to act as the administrator and calculation agent of the Index, which is the property of CIBC. Registered Index-Linked Annuities | Athene Pursue growth opportunities with a level of protection from market risk. Insurance products may not be available in all states. We could earn a higher commission based on sales volume and taking a more active role in the application process. Under no circumstances may any person or entity claim any affiliation or association with EquBot, HSBC or Solactive without the prior written permission of EquBot, HSBC or Solactive. MVAs only affect you if you withdraw funds early. Subscribe to our newsletter and receive our top picks every month. No Index Party is a fiduciary or agent of any purchaser, seller or holder of a Fixed Indexed Annuity. Protecting savings in turbulent times. Citigroup Global Markets Limited (Citigroup) has licensed the Citi Grandmaster Index (the Index) to the Licensee for its sole benefit. 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. NEITHER HSBC NOR EQUBOT OR THEIR SUPPLIERS, MAKES ANY REPRESENTATION OR WARRANTY, AND EACH OF HSBC AND EQUBOT AND THEIR SUPPLIERS EXPRESSLY DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THOSE REGARDING (I) MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, OR (II) THE ADVISABILITY OF ANY PERSON INVESTING IN THE FIXED INDEXED ANNUITY. Fixed annuities are for conservative investors who want safety, security, and guarantees. DISCLAIMER: The information on this website is for educational purposes only. Please reach out to your financial professional if you have any questions about insurance products and their features. The selection of the Janus SG MC Index or the Janus SG MC Index II as a crediting option under a Fixed Indexed Annuity does not obligate Athene or SG to invest annuity payments in the components of the Janus SG MC Indices. Athene Ascent Pro 10. None of EquBot, HSBC or Solactive have any obligation to take into consideration any of the needs of the Company or any of the owners, annuitants or beneficiaries of the fixed indexed annuity in designing, calculating, administering or licensing the AiMAX Index. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. THE CORPORATIONS MAKE NO WARRANTY, EXPRESS OR IMPLIED, AS TO RESULTS TO BE OBTAINED BY BOFAS, OWNERS OF THE PRODUCT, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF THE NASDAQ-100 INDEX AND NASDAQ FC INDEX OR ANY DATA INCLUDED THEREIN. 1. Athene Annuity and Life Company (61689), headquartered in West Des Moines, Iowa, and issuing annuities in 49 states (excluding NY) and D.C., and Athene Annuity & Life Assurance Company of New York (68039), headquartered in Pearl River, New York, and issuing annuities in New York, are not undertaking to provide investment advice for any . https://investmentstrategies.citi.com/cis/us. Enter an investment amount to calculate your earnings and account balance over the life of the contract. Harness positive momentum with this global, multi-asset index designed to track the performance of asset classes including emerging market equities, gold and real estate. Neither RSBB-I, LLC nor Robert J. Shiller or any of their respective partners, employees, subcontractors, agents, suppliers and vendors (collectively, the Protected Parties) shall have any liability whether caused by the negligence of a Protected Party or otherwise, for any errors, omissions, or interruptions therein, and make no warranties, express or implied, as to performance or results experienced by any party from the use of any information included therein or upon which it is based, and expressly disclaim all warranties of merchantability or fitness for a particular purpose with respect thereto, and shall not be liable for any claims or losses of any nature in connection with the use of such information, including but not limited to, lost profits or punitive or consequential damages, even if RSBB-I, LLC, Robert J. Shiller or any Protected Party is advised of the possibility of same. Your information is 100% confidential. Find value on a global scale with a strategy designed by Yale Professor Robert Shiller. This annuity offers 10.00% as an upfront bonus. These costs reduce the potential positive change in the AiPEX Index and thus the amount of interest that will be credited to the fixed indexed annuity option based on the AiPEX Index. Athene Launches Fixed Indexed Annuity Designed to Maximize Long-Term When you contact us you may speak with a licensed insurance agent in your state. BofAS is not responsible for and has not participated in the determination of the timing of, prices of, or quantities of the Product to be issued or in the determination or calculation of the equation by which the Product is to be priced, sold, or purchased, or redeemed. No surprises because you know what you will earn, Possible market value adjustment on withdrawals. The fixed indexed annuity is not, in whole or in part, sponsored, structured, priced, endorsed, offered, sold, issued or promoted by EquBot or HSBC or any of their affiliates. Morningstar Index Athene Annuity and Life Company's Products are not sponsored, endorsed . PDF Current Annuities from Athene Annuity & Life Assurance Company Annuity Review of the Athene MaxRate 5 | AnnuityAdvantage Registered Index-Linked Annuities | Athene This website contains highlights only. 1 Because this index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited. An indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a specified market index, such as the S&P 500. WisdomTree and Siegel have licensed certain rights to CIBC to use their names in connection with the Index. It aims to increase returns by rebalancing throughout the day to manage exposure to the Nasdaq-100. Multi-year guarantee annuity. Contact your back office or the Athene Sales Desk for product availability. We do business as Annuity Resources Insurance Services in CA. Additionally, Athene as issuer or producer of the Products may for itself execute transaction(s) with Barclays in or relating to the Index in connection with the Products. Athene Launches Fixed Indexed Annuity Designed to Maximize Long-Term Segment Credit: The amount credited to each Segment Option according to the terms of the Segment Option and Crediting Method. You can get your questions answered by booking a brief call with one of our team members. Financial professionals will be paid a commission on the sale of an annuity. The MSCI EAFE Index is designed to represent the performance of large and mid-cap securities across 21 developed markets, including countries in Europe, Australasia and the Far East, excluding the U.S. and Canada. You might hear fixed annuities also called CD-like annuities or multiple-year guarantee annuities (MYGA's). The Athene Agility 10 has quickly become one of the best-selling indexed annuities and for good reason. EquBot and HSBC shall not have any liability with respect to a fixed indexed annuity in which an interest crediting option is based on the AiPEX Index and are not liable for any loss relating to the fixed indexed annuity, whether arising directly or indirectly from the use of the AiPEX Index, its methodology, any AiPEX Mark or otherwise. Includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization, reflecting companies across major industry groups including computer hardware and software, telecommunications, retail/wholesale trade and biotechnology. Personal, Traditional IRA, Roth IRA, SEP-IRA, SIMPLE-IRA, 403(b). Developed in consultation with Garry Kasparov, a lecturer on forward looking decision making and artificial intelligence and the youngest world chess champion in history, the Citi Grandmaster Index is founded on the principals of broad global diversification, forecasting returns and dynamic optimization.1. None of CIBC, WisdomTree, Bloomberg or Siegel are affiliated with each other or control or are controlled by each other. The materials, names, logos, brochures, etc used in our annuity reviews are property of their owners and not those of AnnuityResources.com. 2 The Index features a performance control mechanism that limits its maximum growth potential within any given month. $ 10,000.00 Athene Performance Elite 7 Plus fixed index annuity is a 7-year retirement savings plan offering a premium bonus, designed to safely grow your retirement savings, protect against stock market volatility, and offer extra liquidity. License 6003435. None of SG, Solactive, Janus Henderson, or any third-party licensor shall have any liability with respect to the Fixed Indexed Annuity in which an interest crediting option is based on the Janus SG MC Index or the Janus SG MC Index II, nor for any loss relating to the Fixed Indexed Annuity, whether arising directly or indirectly from the use of the Janus SG MC Indices, their methodologies, any SG Mark, Janus Henderson Mark or otherwise. Compared to other fixed annuities, SecureFore fixed annuities have lower rates. Value stock sector rotation strategy Annuity Reviews | What is the Right Annuity for You? | SmartAsset.com Sales are diversified across more distribution channels. . The reviews and annuity information on this website may not be current and may not apply in the state you live in. Fixed index annuity review and rates Athene Accumulator 5 . WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT SHALL BOFAS HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, INCIDENTAL, CONSEQUENTIAL DAMAGES, OR LOST PROFITS, EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. If you withdrawal money that has never been taxed, withdrawals are 100% taxable. This product allows clients to pair their assets with an index without actually having to invest them in the market. Request Info BofASs only relationship to Athene Annuity and Life Company (Licensee) is the licensing of certain trademarks and trade names and the Index or components thereof. When your full premium deposit is allocated to the fixed interest account, the current first year yield (including bonus if applicable) is 19.07% (see Rate Details below). In calculating the level of the Index, the index methodology deducts a maintenance fee of 0.20% per year, calculated daily. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT SHALL THE CORPORATIONS HAVE ANY LIABILITY FOR ANY LOST PROFITS OR SPECIAL, INCIDENTAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES, EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. Strives to deliver stable, risk-adjusted returns in all environments. Includes the top 75 stocks by dividend yield in the Morningstar US Market IndexSM, which represents 97% of U.S. equity market capitalization. Your organization may not offer all products shown. Annuities are not offered by the US Government, not government-guaranteed, and are not FDIC insured. Rate changes effective 4/28/2023. NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR ANY BANK AFFILIATE SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. BLOOMBERG is a trademark and service mark of Bloomberg. . This advanced value strategy leverages new research from Professor Jeremy Siegel of the Wharton School at the University of Pennsylvania. If you are sensitive to loss and don't want to lose a penny, a fixed annuity might be a good fit for some of your savings. Neither the Licensee nor the Licensees fixed indexed annuity product (the Product) is sponsored, endorsed, sold or promoted by Citigroup or any of its affiliates. Become a Game Changer and help more people make their next life their best life. 100% of your money is working for you from day one. Fixed Annuities | Athene Not all reinsurance products or structures offered are available in all jurisdictions. BofAS has not passed on the legality or suitability of, or the accuracy or adequacy of descriptions and disclosures relating to, the Product, nor makes any representation or warranty, express or implied, to the owners of the Product or any member of the public regarding the Product or the advisability of purchasing the Product, particularly the ability of the NASDAQ FC Index (Index) to track performance of any market or strategy. Barclays shall not be liable in any way to the Issuer, purchasers of the Products or to other third parties in respect of the use or accuracy of the Indices or any data included therein. The volatility control applied by EquBot may reduce the potential positive or negative change in the AiPEX Index and thus the amount of interest that will be credited to the fixed indexed annuity option that is based on the AiPEX Index. Americo Annuity Review - Forbes Advisor Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. 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. None of SG, Solactive, Janus Henderson or other third-party licensor (collectively, the Index Parties) to SG is acting, or has been authorized to act, as an agent of Athene or has in any way sponsored, promoted, solicited, negotiated, endorsed, offered, sold, issued, supported, structured or priced any Fixed Indexed Annuity or provided investment advice to Athene. This contract comes in 7- and 10-year versions, with differing interest rates, index rates and withdrawal schedules for each. Rates and availability may vary by state. The company will declare a Renewal Interest Rate on each Contract Anniversary for the next Contract Year. Athene Performance Elite Plus 10 - AnnuityAdvantage This annuity offers 20.00% as an upfront bonus. North American Annuity Review - Forbes Advisor In calculating the performance of the BNPP MAD 5 Index, BNPP deducts a servicing cost of 0.50% per annum, calculated on a daily basis. This 10 year fixed index annuity comes with many features built-in for free; however, as great as it is it isn't for everyone. Athene Athene Max Rate 5 | Earn 5.20% - Annuity Resources Segment Options: Segment Options include Buffer Segment Options and a Fixed Segment Option, each with a Segment Term Period. Product description Fixed annuities are for conservative investors who want safety, security, and guarantees. All transactions are subject to meeting a reinsurers underwriting requirements. Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. The Products are not sponsored, endorsed, sold or promoted by Barclays and Barclays makes no representation regarding the advisability of the Products or use of the Index or any data included therein. WEST DES MOINES, Iowa, March 30, 2021 /PRNewswire/ -- Athene USA ("Athene"), a leading provider of retirement savings products, announced the launch of Athene AccuMax SM, a fixed indexed annuity that provides enhanced protected accumulation potential for "patient money" set aside for retirement or other long-term savings goals.Athene AccuMax is issued by Athene Annuity and Life Company ("AAIA . The Products are not sponsored, endorsed, sold or promoted by Barclays and Barclays makes no representation regarding the advisability of the Products or use of the Indices or any data included therein. 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. The Athene Performance Elite 10 is a deferred fixed indexed annuity issued by Athene Annuity & Life Company. This annuity offers 16.00% as an upfront bonus. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. All annuity rates are subject to individual insurance company approval. For example, if . Dont blindly trust a commission drive agent. The Index Parties have no obligation to, and will not, take the needs of Athene or any annuitant into consideration in determining, composing or calculating the Janus SG MC Indices. AK, CA, CT, DE, HI, ID, MD, MN, MO, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TX, UT, VI, WA. Depending on the product, the bonus can range from 2% to 10% of your initial premium. Consumers acquire the Products from Athene and neither acquire any interest in the Indices nor enter into any relationship of any kind whatsoever with Barclays upon purchasing the Products. NONE OF THE MSCI PARTIES IS RESPONSIBLE FOR OR HAS PARTICIPATED IN THE DETERMINATION OF THE TIMING OF, PRICES AT, OR QUANTITIES OF THIS PRODUCT TO BE ISSUED OR IN THE DETERMINATION OR CALCULATION OF THE EQUATION BY OR THE CONSIDERATION INTO WHICH THIS PRODUCT IS REDEEMABLE. But before jumping into an indexed annuity, investors should. Annuities typically grow tax-deferred. Morningstar Index Athene Annuity and Life Companys Products are not sponsored, endorsed, sold or promoted by Morningstar. Myth 3: Annuities have too many hidden charges. Fixed annuities are for conservative investors who want safety and guarantees. You Can! CITIGROUP DOES NOT GUARANTEE THE ACCURACY OR PERFORMANCE OF THE INDEX, THE INDEX METHODOLOGY, THE CALCULATION OF THE INDEX OR ANY DATA SUPPLIED BY CITIGROUP FOR USE IN CONNECTION WITH THE PRODUCT AND DISCLAIMS ALL LIABILITY FOR ANY SPECIAL, INDIRECT, CONSEQUENTIAL DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. Athene has an A rating from AM Best and was founded in 1896. Choose an investment amount and well show you how much you can earn. The Corporations make no representation or warranty, express or implied to the owners of the Product or any member of the public regarding the advisability of investing in securities generally or in the Product particularly, or the ability of the NASDAQ-100 Index and NASDAQ FC Index to track general stock market performance. Cap Rate: The maximum positive index change that will be used in the calculation of Segment Credits that may be applied to a Segment Option. Athene Accumulator 5 Rate & Reviews - Annuity Educator We create opportunities for your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. S&P, S&P 500, US 500 and, The 500 are trademarks of S&P Global, Inc. or its affiliates (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones). Russell 2000 Index Athene Amplify (the Product) has been developed solely by Athene Annuity and Life Company. No Index Party is a fiduciary or agent of any purchaser, seller or holder of any Product, or has made any representation or warranty, express or implied, regarding the advisability of purchasing, selling or holding any Product or the ability of the Index to track corresponding or relative market performance. In addition, the BNPP MAD 5 Index methodology embeds certain costs which cover among other things, rebalancing and replication costs. Under no circumstances may any person or entity claim any affiliation with MSCI without the prior written permission of MSCI. If you own the contract to maturity, they do not apply. Athene Protector 5. For index availability, refer to the applicable Product Guide, Certificate of Disclosure or Prospectus. With fixed indexed annuities, the interest rate on a portion of your premium is tied, in part, to a published stock market index, giving you the opportunity to benefit from market trends without owning . Please consult with a qualified financial planner, advisor, tax, and legal advisor to determine if an annuity is right for your situation. We understand annuities can be confusing and that you might have questions. At Athene, we're always reaching higher so you retire better. ATHENE CHOICE SERIES INDEX ANNUITIES ISSUE AGE MINIMUM INITIAL PREMIUM INTEREST RATE FEATURES (Check for indexed account state availability) WITHDRAWAL CHARGE (%) FEATURES ATHENE Enhanced Choice 8SM Fixed Index Annuity (SPDA) - AN3021 & ANR3000 (05-09) & ANR3001 (05-09) 0-80 Q 0-80 NQ This fee will reduce the level of the Index and thus the amount of interest, if any, that will be credited to any Product. RSBB-I, LLC is not an investment advisor, and does not guarantee the accuracy or completeness of the Index, or any data or methodology either included therein or upon which it is based. An index of top dividend performers from an independent investment research leader. The fixed indexed annuity is not, in whole or in part, sponsored, structured, priced, endorsed, offered, sold, issued or promoted by EquBot, HSBC, Solactive or any of their affiliates.
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athene indexed annuity rates
