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Product Details
Athene Performance Elite® 15 Plus
Company social profile:
Product Name
Athene Performance Elite® 15 Plus
Annuity Type
FIA
Issuing Insurance Company and Ratings
Athene IA
Ratings
Product Information
The Athene Performance Elite® 15 Plus is a Single Premium Indexed Deferred Annuity with a 15 Year Surrender Charge Period and a MVA provision. The Athene Performance Elite® 15 Plus also pays a first year Premium Bonus of up to 29% subject to a 15 Year Vesting Schedule. The Athene Performance Elite® 15 Plus also includes the Athene Performance Elite Liquidity Rider (“Rider”) for a charge.
Key Features
Premium Types: Single
Minimum Premium: $10,000
Maximum Premium: $2,000,000
Free Look Period: 20 Days
Rate Lock Period: 60 Days
Rates
Effective Date: 03/08/2024
Initial Guarantee Period: 15 years
Next Change: N/A — not specified
Premium Amount: $100,000 - See Notes (High-Band)
3 Year Guarantee Period Annual Yield:
Interest rate start of year 1 through end of year 3:
Current
4.05%
4.05%
Premium Amount: $10,000 - $2,000,000
Current
15 Year Guarantee Period Annual Yield:
3.70%%
Interest rate start of year 1 through end of year 15:
3.70%%
Accumulation Value (assuming no withdrawals)
Accumulation Value (assuming no withdrawals)
Deposit Amount: $
Premium Amount: $100,000 - See Notes (Low-Band)
Interest rate start of year 1 through end of year 3:
Current
4.05%
4.05%
Accumulation Value (assuming no withdrawals)
Deposit Amount: $
State Approvals
Not available in AK CA CT DE GU ID LA MN MT NJ NV NY OH OK OR PA PR UT VI WA
Withdrawal Provisions
First Year Withdrawals: No
Withdrawal Years 2+: 5%
Wait Period Interest Only : 1 Year
Withdraw from the accumulation Value After : One Year
Minimum Policy Value : $2,000
Withdrawl Calculated On: Accumulation
Date For Calculation: Issue
Systematic Withdrawl: No
Min Withdrawl Amount: $500
Cumulative Free Withdrawl: No
Eligibility & Restrictions
Age Limits(Owner and Annuitant): 73 years old
State Restrictions: Not available in AK CA CT DE GU ID LA MN MT NJ NV NY OH OK OR PA PR UT VI WA
