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Product Details

Agility 7 CA

Company social profile:

Product Name

Agility 7 CA

Annuity Type

FIA

Issuing Insurance Company and Ratings

Athene IA

Ratings

A.M. Best
A+
2nd of 15
2nd of 15
Standard & Poor's
A+
5th of 22
5th of 22
Fitch
A+
5th of 19
5th of 19

Product Information

The Agility 7 CA is Single Premium Indexed Deferred Annuity which has a 7 year surrender charge period with a Market Value Adjustment period. The Agility 7 CA is primarily intended for customers seeking a long-term retirement savings vehicle. It includes the Income and Death Benefit Rider and the Enhanced Income Benefit Endorsement for no 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: 01/01/2026
Initial Guarantee Period: 7 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%
Effective Date: 01/01/2026
Next Change: N/A — not specified
Initial Guarantee Period: 7 Years
Premium Amount: $10,000 - $2,000,000
Current
7 Year Guarantee Period Annual Yield:
2.75%%
Interest rate start of year 1 through end of year 7:
2.75%%
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

Only available in CA

Withdrawal Provisions

First Year Withdrawals: 10%
Withdrawal Years 2+: 10%
Wait Period Interest Only : No Wait
Withdraw from the accumulation Value After : Immediately
Minimum Policy Value : N/A
Withdrawl Calculated On: Accumulation
Date For Calculation: Issue
Systematic Withdrawl: Yes
Min Withdrawl Amount: N/A
Cumulative Free Withdrawl: No

Eligibility & Restrictions

Age Limits(Owner and Annuitant): 83 years old
State Restrictions: Only available in CA
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