athene income preferred bonus prospectus

IMMEDIATE INCOME BONUS FEATURES ATHENE GLWBSM Rider - AN3025 (12-08) 6.5% compounded annually; credited annually 10 years 1% no recapture / In addition to any premium bonus available with annuity Helps clients create buildup more quickly ATHENE Enhanced GLWBSM Rider - AN3026 (12-08) 6.5% compounded annually; credited annually cautionary statements and there can be no assurance that the actual uuid:bdbe0250-a3bc-d14a-8854-cb8a3fe66a1d 1 A Fixed Strategy with a 1-year guarantee is also available. This, however, is not necessarily a positive thing. Generally, 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. For more information on how to compare annuities in order to determine which one may be the best for you and your financial circumstances, click here to obtain our free annuity report. Growth Plus Liquidity. occurrence of unanticipated events or changes to future operating You can selectively provide your consent below to allow such third party embeds. forward-looking statements include actions, events, results, strategies 342 3910klynn@athene.com, Investor Relations ContactNoah Gunn+1 441 279 8534+1 Premium Bonus annuities include a Premium Bonus Vesting Schedule and may include a lower Cap Rate, lower Participation Rate, higher Annual Spread, or other limitations not included in similar annuities that dont offer a Premium Bonus feature. Athene Ascent Pro 7 Rates and Availability, Athene Ascent Pro 10 Rates and Availabilty. Wells Fargo Securities, LLC by telephone at 1-800-645-3751. Atlanta, GA 31139, Mailing Address: Mailing Address: and this offering. 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. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. PDF/X-4 With that in mind, unless your financial advisor specializes in annuity products, it is a good idea to do some additional research on your own in order ensure that you know just exactly what youre getting into. HW[s~K3dpp"Xl)&L'tVbBRV ]]8}=.+/7g&u~RylUGjUx_v&o;'A>t6}*}UL{1jd5Qz}I8= ?m1s~ZWn]>zD$ n$&w/lcz~wUVl-{Vn+YL\,ebV.l/fza3|-A\ \l TUhAyGKY!5 hrW:b'B ,"". preferred stock offering will be contingent upon market conditions and Retire with confidence The Income Base is used to determine your Lifetime Income Withdrawal amount the bigger the Income Base, the greater your income payment amount. While your money is not invested directly in the index, you do receive index credits based partly on how the index performs. Athene Performance Elite Plus for growth + liquidity. 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. years. 7 The Strategy Charge Credit will be added to the Accumulated Value at the end of the Withdrawal Charge period if the sum of all sum of all strategy charges applied, minus the sum of all interest credits, is greater than zero. Segment Options: Segment Options include Buffer Segment Options and a Fixed Segment Option, each with a Segment Term Period. Reinsurers may not be licensed in all states. For most FIAs, a crediting strategy is made up of three parts. an Iowa-domiciled insurance company, Athene Annuity & Life Assurance 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. For financial professional use only. However, you may also find that it can fall somewhat short and that there could be some other alternatives out there that are better for you. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. Contact Us. from those set forth in, or implied by, such statements. Over the past several years, fixed index annuities have become much more sought after by consumers as a way to obtain a guaranteed income for life, as well as an opportunity to keep principal safe regardless of what the market does. Box 1555 If Athene lowers the declared 1-Year Point-to-Point Index Strategy Annual Cap Rate below the Bailout Cap Rate, this feature gives full access to the Accumulated Value for up to 30 days after the Contract Anniversary in which the Bailout Cap Rate was pierced - free of any charges - so clients can feel confident about their money. 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. 2544995925 Income riders may be built into the contract or optional for a charge. PO Box 19087 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. Adobe InDesign CS6 (Macintosh) Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. accomplish these objectives, Athene is launching a preferred stock TrueType Collection In addition to fees for adding its optional benefits, you can also incur a fairly hefty surrender charge throughout the first decade of owning the annuity if you decide to take some or all of your money out. Provides a level of protection, up to the Buffer Rate, from typical market volatility and is a percentage of loss you dont wish to absorb. Use these resources to help you make your next life your best life. For claim forms, call 866-626-1161 to speak with a customer service representative. The Company intends to use the proceeds of a preferred stock offering to 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. We also use content and scripts from third parties that may use tracking technologies. this communication relates. 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. 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. could cause actual results, events and developments to differ materially Beginning in the first Contract Year, you can withdraw up to 10% of your annuitys Accumulated Value each Contract Year without a Withdrawal Charge or Market Value Adjustment (MVA).3, Provides the opportunity for a one-time automatic interest credit. Ascent 10 Bonus Select: Ascent 5: ATHENE Performance Elite 10 Plussm: ATHENE Performance Elite 10 Pro Plussm: ATHENE Performance Elite 10 Prosm . contracts related to pension risk transfers. Athene Ascent Pro 10 Bonus Enhanced Income Benefit Availability and Qualification To qualify for the Enhanced Income Benefit, after a one year waiting period, the persons for whom Lifetime Income Withdrawals are based must be confined to a Qualified Care Facility for 180 out of the last 250 Days. All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. Features vary by product. The Income Base is not available in a lump sum. 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. Life Re Ltd., a Bermuda-domiciled reinsurer. 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. Not all reinsurance products or structures offered are available in all jurisdictions. Athene Agility Fixed Indexed Annuity. We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. Product features, limitations and availability vary; see the Certificate of Disclosure for details. Athene is driven to deliver innovative fixed and fixed indexed annuities that help you win your market. The Income Base will be credited with a simple interest credit. A variety of complementary indices, many exclusive to Athene, deliver elite growth potential.1The strong optional liquidity features bring added flexibility and peace of mind. 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. Fixed indexed annuities built for accumulation with highly competitive rates. Linotype AG You may get these documents for free by visiting NOT A DEPOSIT. You may find that, if you run a test with this Athene Annuity, there may be some nice benefits that it will offer. * Income Preferred Series - no MVA. Call 800-366-5463 to speak to a LifeCare Assurance Company customer service representative. These If you are in fact considering the purchase of a fixed index annuity, then you can be assured that your principal will be safe, regardless of what occurs in the stock market, or even the economy as a whole. Yet, while growing your money, keeping it safe, and knowing that you will have an income for life can initially sound like the best of all worlds, there are also some things that you need to know about the Income Select Bonus annuity from Athene before you dive in head first. MAY LOSE VALUE. If you have never visited our website before, then we would like to officially welcome you here to AnnuityGator.com. With that in mind, this annuity review is here to provide you with more in-depth details about the Athene Income Select Bonus fixed index annuity. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. Call 888-ANNUITY (888-266-8489) and we'll be happy to help you. What is a registered index-linked annuity and how does it work? Athene Amplify 2.0 RIA II (01/22) or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA, and distributed by its affiliate Athene Securities, LLC, West Des Moines, IA, member FINRA/SIPC, a registered broker-dealer. Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. 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. This activity includes repurchasing $178 million or 4.2 million NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. PREMIUM BONUS The Athene Performance Elite annuities include a Premium Bonus that is credited at issue and provides an immediate increase to your annuity's Accumulated Value. All content is for educational purposes only. Save more with great rates and lower potential risk 7700 Mills Civic Parkway 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. 6.1 Launching a preferred stock offering is consistent with our flexible With Participation Rates over 100%, you have the opportunity to earn Segment Credits that may even exceed index returns. 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. The Income Base is not available in a lump sum. Optima The initial premium required to purchase an Athene Fixed Indexed Annuity is $5,000. Training is required prior to selling any Athene annuity. interest rate fluctuations; changes in the federal income tax laws and TrueType Collection All Rights Reserved | Privacy Policy, Independent Review of the American Equity Foundation Gold Fixed Index Annuity, Independent Review of the American General Power Advantage 10 Fixed Index Annuity, We use cookies to enhance your experience while using our website. 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). ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. Because we've grown through the acquisition of multiple companies, with separate support teams. Athene AccuMax ICC20 STA (11/20); Athene Accumulator GEN (09/15) NB and 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 . Over the past few years, there have been a fair number of copycat websites that have sprung up. Products not available in all states. Athene Amplify 2.0 RIA II (01/22) or state variation is issued by Athene Annuity and Life Company, West Des Moines, IA, and distributed by its affiliate Athene Securities, LLC, West Des Moines, IA, member FINRA/SIPC, a registered broker-dealer. Not all reinsurance products or structures offered are available in all jurisdictions. While your money is not invested directly in the index, you receive Segment Credits based partly on how the index performs. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. NO BANK/CREDIT UNION GUARANTEE. Following that seminar, you may even have made a follow-up appointment with the presenter or with another financial advisor, with the purpose of purchasing an annuity. S UMMARY PROSPECTUS J uly 31, 2014 (as supplemented October 14, 2014) S hare C lass: I nst P A dmin D A B C R Ticker: P HIYX P HLPX P HYAX P HYDX P HDAX P HDBX P HDCX P HYRX B efore you invest, you may want to review the Fund's prospectus, which, as supplemented, c ontains more information about the Fund and its risks. Make your money work for the long term Call 855-615-2276 to speak to an Alliance-One customer service representative. Market indices may not include dividends paid on the underlying stocks, and therefore may not reflect the total return of the underlying stocks; neither an index nor any market-indexed annuity is comparable to a direct investment in the equity markets. our reinsurers failing to meet their assumed obligations; the impact of We create opportunitiesfor your clients and for you with competitive annuity solutions for accumulation, income, protection and legacy. These annuities will also provide you with an opportunity to grow your retirement funds, and to receive a guaranteed income in the future for as long as you need it. 7700 Mills Civic Parkway Insurance products may not be available in all states. 0 Such statements are subject to risks and uncertainties that 0 . Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. repurchases of common stock is estimated to be approximately 15% of the default 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. Contact Us. We make the complex, simple. %PDF-1.6 % In fact, we dare say that our site is the only place where you can truly get all of the details about annuities that you need. has filed with the SEC for more complete information about the issuer 4Not available in all states. We are a team of financial and annuity experts who focus on providing comprehensive and unbiased annuity reviews online. xmp.did:272A5B23652068118083F0B7E582CB61 shareholder value, said Mr. Belardi. You want to leave a legacy With an Athene annuity, you can provide your loved ones with a death benefit in the event of your death. 1547076545 send you the prospectus if you request it from Morgan Stanley & Co. LLC All transactions are subject to meeting a reinsurers underwriting requirements. authorized a contingent increase in the Companys share repurchase The Income Base will also increase by 200% of any Interest Credits that are added to the annuitys Accumulated Value.2. Currently, there is $172 million of share repurchase capacity remaining Products not available in all states. To view individual credentials, go to https://brokercheck.finra.org/. Call 888-266-8489 to speak to a customer service representative. Factors that could cause actual results, events How? Option 2 Guaranteed Growth plus Interest Credits Mailing Address: Todays announcement reflects intermediate-term capital 0 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. proof:pdf realized. Athene Annuity and Life Company is a subsidiary of Athene Holding, Ltd., and is part of the large family of Athene companies. Protecting savings in turbulent times. Flexibility and security to reach for your retirement dream Please reach out to your financial professional if you have any questions about insurance products and their features. File a claim? 1An annual charge is deducted for the rider. By maximizing your clients' income potential with twogrowth options plus three income payment options.1. capital solution. Financial professionals will be paid a commission on the sale of an annuity. Required fields are marked *. Please reach out to your financial professional if you have any questions about insurance products and their features. The completion of the Athene is driven to deliver innovative fixed and fixed indexed annuities that help you win your market. current report on Form 8-K filed June 5, 2019, each of which can be Product features, limitations and availability vary; see the Certificate of Disclosure for details. We have a strong track record of 1547076545 8:00 a.m. - 5:00 p.m. CT, Monday - Friday, Pursue growth potential without sacrificing security. An Income Base Bonus provides an initial boost. So while your returns are dependent on how your chosen index performs, it isn't literally invested in the market like a normal investment would be. Please see Product Details Insert for more information. Before you dive head first into the purchase of an annuity, though, it is essential that you have a good understanding of just exactly what these products do and dont do and that you also know how the type of annuity that youre considering will work. seeking to fund retirement needs. 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. Athene Ascent 10 Bonus Pro Income Base Bonus N/A 3% High Band 1% Low Band OR = 3% 3% High Band 1% Low Band OR = 3% 3% High Band 1% Low Band OR = 3% 3% High Band . This website contains highlights only. 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. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. 6 Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9). property; the ability to maintain or obtain approval of the Delaware The bonus and any earnings on the bonus are subject to a Premium Bonus Vesting Adjustment. This is not at all surprising, as there are many annuities out there today and everyone seems to have a different opinion about them. For complete information about the cookies we use, data we collect and how we process them, please check our. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale. Greenville, SC 29602-9014. MAY ONLY BE OFFERED BY A LICENSED INSURANCE AGENT. company that issues, reinsures and acquires retirement savings products So, it is absolutely essential that you verify these claims before moving forward with the purchase of an annuity just like you would likely do before you commit to any high-dollar product or service. it remains a highly accretive capital deployment opportunity to drive The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. Waivers/benefits may not be available in all states. Registered Index-Linked Annuities (RILAs), Additional Beneficiaries Designation- Supplement to Beneficiary Change, Income Benefit Rider Election and Service Request Form - TargetPay and TargetPay Plus, Required Minimum Distribution (RMD) Request, Withdrawal Request - Tax Sheltered Annuity (TSA), Income Rider Withdrawal Request for BPA Income, Income Rider Withdrawal Request for Fixed Products, Income Rider Withdrawal Request for Indexed Products, Income Rider Withdrawal Request for LifeTime Solutions Annuity, Annuity Claim Form Statement of Beneficiary, Individual Beneficiary Qualified Claims Form Kit, Individual Beneficiary Non-Qualified Claims Form Kit, Electronic Funds Transfer (EFT) Authorization, Authorization to Release Policy Information, Collateral Assignment of Life Insurance or Non-Qualified Annuity Form, Request for Policy Change Flexible Premium Universal Life, Request to Convert Term Policy to Whole Life, Request to Change to Extended Term or Reduced Paid Up, Request for Full/Partial Surrender - Life Insurance, Request for Distribution of Life Insurance Maturity Proceeds, Athene Annuity & Life Assurance Company of New York Appendix 10A (Alternate 1), Athene Annuity & Life Assurance Company of New York Appendix 10C (Alternate 1), Athene Annuity & Life Assurance Company of New York Appendix 11 (Alternate 1), Authorize an Electronic Funds Transfer EFT, Company, Partnership or LLC Verification Form, Authorize automatic withdrawals from my annuity contract, Make a partial withdrawal from my annuity contract, Make a partial withdrawal from my TSA/403b contract, Substantially Equal Periodic Payments under 72q & 72t, Convert my existing traditional IRA to a Roth IRA, Transfer funds from Employee Retirement Plan, Withdrawal and Surrender Request Annuity Contracts Only, Withdrawal, Surrender and RMD -Pension Plan (does not include 403(b)/TSA), Substantially Equal Periodic Payments under 72q and 72t, IRA Qualified Charitable Distribution Request, Change your existing 403(b)/TSA to a Traditional IRA, Change your existing Traditional IRA to a SEP-IRA, Change your existing Pension, Money Purchase, or Profit Sharing Plan to a Traditional IRA, Change your existing SEP-IRA to a Traditional IRA, Change your existing 401(k) to a Traditional IRA, Convert your existing Traditional IRA to a Roth IRA, Authorize an Electronic Funds Transfer (EFT), Variable Universal Life Service Request Form, Clarity Variable Annuity Service Request Form, Clarity 2+2 Variable Annuity Service request Form, Variable Annuity Disbursement Request Form, Make an IRA Qualified Charitable Distribution, Withdrawal and Surrender Request- Annuity Contracts Only, Withdrawal, Surrender and RMD - Pension Plan (does not include 403(b)/TSA), Request withdrawal under Terminal Illness/Confinement Waiver, Benefit 10 Request withdrawal under Terminal Illness/Confinement, Request to Begin, Suspend or Restart Income Rider Payments; Request to Terminate Income Rider, Benefit 10 Request to Begin, Suspend or Restart Income Rider Payments; Request to Terminate Income Rider, Request to Transfer Traditional IRA to SEP-IRA, Request to Transfer SEP-IRA to Traditional IRA, Policy Change Flexible Premium Universal Life, Annuity Substantially Equal Periodic Payments Under I.R.C. These annuities allow customers to tie their assets to a market index available through Athene. 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. Linotype AG 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. Terminal Illness and Confinement Waivers.4. Income that lasts 6631 Status of business submitted, outstanding requirements, transfers, rollovers It's a great time for you to join one of the leading retirement services companies. 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. It's a great time for you to join one of the leading retirement services companies. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. 8:00 a.m. - 5:00 p.m. CT, Monday - Friday. Since December 2018, Athene's Board of Directors has authorized approximately $500 million of share repurchase capacity; to date, the Company has opportunistically acquired 7.8 million shares of common stock for a total of $325 million at an average price of $41.49 per share, representing an adjusted price-to-book value multiple of approximately

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