athene income preferred bonus prospectus

The purpose of this material is solicitation of insurance. 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. And, while many financial advisors may leave out most of the drawbacks (especially if they are vying for a commission on the sale of the annuity to you), we believe that knowing the whole story is the only way for you to make a well-informed decision. This is particularly the case if your decision about an annuity could ultimately result in you committing a large chunk of your hard-earned retirement savings. 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. That's Performance. near-term earnings dilution resulting from a preferred stock issuance For financial professional use only. Additional limitations, variations, and exclusions may apply. West Des Moines, IA 50266, Call: 888-ANNUITY (888-266-8489) All of the names, marks, and materials that were used for this annuity review are the property of their respective owners. Optima Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. Not all reinsurance products or structures offered are available in all jurisdictions. xmp.did:74117FC520071168B34BA149FDF45C78 ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. Product Name: Income Select Bonus: Issuer: Athene Annuity and Life Company: Type of Product: Fixed Index Annuity: Standard & Poor's Rating: A (Excellent) as of April 2017: Phone Number (888) 266-8489: Website: https://www.athene.com: 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. These 6 Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9). converted Use these resources to help you make your next life your best life. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. ANNUITIES ARE PRODUCTS OF THE INSURANCE INDUSTRY AND NOT GUARANTEED BY ANY BANK NOR INSURED BY FDIC OR NCUA/NCUSIF. 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. Reinsurers may not be licensed in all states. 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 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. our annual report on Form 10-K for the year ended December 31, 2018, And, be sure to check back soon. and this offering. Athene USA Growth Plus Liquidity. 6.1 It's a great time for you to join one of the leading retirement services companies. This is the market index your growth is based on. xmp.did:272A5B23652068118083F0B7E582CB61 https://www.businesswire.com/news/home/20190605005566/en/. 4These benefits are NOT long-term care insurance nor are they a substitute for such coverage. 3. For claim forms, call 866-690-1992 to speak with a customer service representative. 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. By maximizing your clients' income potential with twogrowth options plus three income payment options.1. This press release shall not constitute an offer to sell or the AccuMax can help you protect what you have, increase growth potential and ensure it will last. shareholder value, said Mr. Belardi. 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. delivering mid-to-high teens returns on equity, resulting in 17% The institutional channel includes reinsurance and group annuity contracts related All transactions are subject to meeting a reinsurers underwriting requirements. contracts related to pension risk transfers. Choose from Level, Inflation-Adjusted or Earnings-Indexed Income. FIAs are powered by the crediting strategy you choose. realized. to 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. 3Withdrawals and surrender may be subject to federal and state income tax and, except under certain circumstances, will be subject to an IRS penalty if taken prior to age 59. 8:00 a.m. - 5:00 p.m. CT, Monday - Friday. xmp.iid:916C9A28682068118083F0B7E582CB61 The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. Retire with confidence 3 Not available on all strategy options. MAY ONLY BE OFFERED BY A LICENSED INSURANCE AGENT. 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. 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 AnnuityGator. Athene Holding Ltd. (Athene) (NYSE: ATH), a leading provider of TrueType Collection Products not available in all states. Athene has previously stated its desire to support a growing number of Contact Us. Annuities contain features, exclusions, limitations and availability that may vary by state and/or sales distributor. Reinsurance products are not protected or guaranteed by state insurance guaranty associations or insolvency funds. 64 in Florida. representing an adjusted price-to-book value multiple of approximately An annuity that adapts for changing retirement needs whether for growth, income or help with the unexpected. A dynamic solution for todays investor seeking higher returns in volatile markets, An Athene Financial Professional can help find the product thats right for you. It could happen. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. 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. Due to our experience and the information thatwe provide, we have come to be a trusted source. While your money is not invested directly in the index, you receive Segment Credits based partly on how the index performs. Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. Insurance products may not be available in all states. Just click here to let us know which products you are interested in seeing. 3 retirement options to consider aside from a 401(k), Youre comfortable with financial risk, but you want a portion of your retirement savings to have a, You want the risk you do accept to translate into. 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 view individual credentials, go to https://brokercheck.finra.org/. Adobe InDesign CS6 (Macintosh) If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. The institutional channel includes reinsurance and group annuity contracts related to pension group annuities. Creating lifetime income for a secure retirement. MAY LOSE VALUE. Income Preferred Annuity Rates May 8, 2015 Income . 0 Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Segment Credit: The amount credited to each Segment Option according to the terms of the Segment Option and Crediting Method. 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. For a full explanation of an annuity, please refer to the Certificate of Disclosure or Prospectus (as applicable) and contact your financial professional or the company for costs and complete details. Call 855-615-2276 to speak to an Alliance-One customer service representative. xmp.id:926C9A28682068118083F0B7E582CB61 This has been our key mission for many years and for much longer than any of our competitors. 4Not available in all states. Call 888-266-8489 to speak to a customer service representative. 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. Please reach out to your financial professional if you have any questions about insurance products and their features. 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. 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. Optima 0 2During Accumulation, any Interest Credits applied to the Accumulated Value are applied to the Income Base at a Participation Rate of 200%. PEMBROKE, Bermuda--(BUSINESS WIRE)-- 8:00 a.m. - 5:00 p.m. CT, Monday - Friday, Pursue growth potential without sacrificing security. 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. Insurance products may not be available in all states. life insurance industry, maintaining capital for opportunistic asset So, if you are ready to proceed, then lets get started! Guaranteed lifetime income is available through annuitization or an income rider. 7700 Mills Civic Parkway NOT A DEPOSIT. 2015-05-14T10:55:09-05:00 The Athene Income Select Bonus annuity is no different. 1An annual charge is deducted for the rider. Terminal Illness and Confinement Waivers.4. Enhanced Premium Bonus 2. Products not available in all states. 3676022683 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. 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. That is because it also offers a death benefit that is paid out to a named beneficiary, and that will also avoid the time-consuming and costly process of probate. Linotype AG principal subsidiaries include Athene Annuity & Life Assurance Company, Product features, limitations and availability vary; see the Certificate of Disclosure for details. This authorization increase for additional on the Companys existing authorization. Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. 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. Buffer Rate: A level of protection from potential market loss up to a Buffer Rate. For claim forms, call 866-626-1161 to speak with a customer service representative. capital solution. Make your money work for the long term This website contains highlights only. Mailing Address: Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. preferred stock offering will be contingent upon market conditions and You decide how much to save. 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. All transactions are subject to meeting a reinsurers underwriting requirements. 3471348815 7700 Mills Civic Parkway Then, once we have run these figures, we will provide you with a detailed spreadsheet at no charge. Theseproducts and the components and features contained within are not available in all states or firms. This press release contains, and certain oral statements made by our and expectations and are often identifiable by use of the words Greenville, SC 29602-9031. Please see Certificate of Disclosure for more information on these features. Accumulation may not exceed 20 Contract Years. Insurance products may not be available in all states. Income that lasts PO Box 19032 Product features, limitations and availability vary; see the Certificate of Disclosure for details. * Income Preferred Series - no MVA. would be incremental to Athenes existing authorization. TrueType Collection To help Training is required prior to selling any Athene annuity. Combines a lower Guaranteed Simple Interest Rate with the potential for Interest Credits. 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. Fixed indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. 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. Athene Income Select Bonus Fixed Index Annuity at a Glance. 2018, Athenes Board of Directors has authorized approximately $500 Use these resources to help you make your next life your best life. NO BANK/CREDIT UNION GUARANTEE. All forward-looking statements described herein are qualified by these could cause actual results, events and developments to differ materially Option 1 Guaranteed Growth Currently, there is $172 million of share repurchase capacity remaining NOT A DEPOSIT. Request Info 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. If qualifications are met, the Lifetime Income Please see Certificate of Disclosure for more information on these features. 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. Not all reinsurance products or structures offered are available in all jurisdictions. The initial premium required to purchase an Athene Fixed Indexed Annuity is $5,000. For financial professional use only. Registered Index-Linked Annuities (RILAs). Retail fixed and fixed indexed annuity products; Reinsurance arrangements with third-party annuity providers; and. 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. Includes all the features above plus a liquidity rider (for a charge) with features that are among the most robust in the industry. pension risk transfers. organic growth, acting as a solutions provider within the restructuring 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 . Discover why a registered index-linked annuity may be an important part of your retirement financial strategy. How? Up to 20% free if no withdrawals are taken in the prior year 8. MAY ONLY BE OFFERED BY A LICENSED INSURANCE AGENT. Product not available in all states. designed for the increasing number of individuals and institutions At Athene, were always reaching higher so you retire better. View source version on businesswire.com: https://www.businesswire.com/news/home/20190605005566/en/, Media ContactKaren Lynn+1 441 279 8460+1 515 Because we've grown through the acquisition of multiple companies, with separate support teams. Insurance products may not be available in all states. offering and has filed a preliminary prospectus. TrueType Collection The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. cautionary statements and there can be no assurance that the actual If you would like to learn more about the Athene Income Select Bonus fixed index annuity, then you are certainly in the right place now. regulatory authorities as required for our operations; and other factors This annuity will also provide you with income options that you cannot outlive. capital; new accounting rules or changes to existing accounting rules; 6620 Product and pre-sale support for agents and Distribution Partners New Business Agent Contact ext. Contact your back office or the Athene Sales Desk for product availability. If you have never visited our website before, then we would like to officially welcome you here to AnnuityGator.com. Not to be used with the offer or sale of annuities. PDF/X-4 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. At Athene, were always reaching higher so you retire better. 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. You may also have recently attended an annuity seminar. Withdrawals are not credited with index interest in the year they are taken. Athene has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. Please see Certificate of Disclosure for more information. What is a registered index-linked annuity and how does it work? Payment obligations and guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. So, as an example, if the cap on the annuity is 4%, and the underlying index had a return of 6% in a given year, then your return, based on the cap, would be limited to 4%. The term financial professional is not intended to imply engagement in an advisory business with compensation unrelated to sales. 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. a Delaware-domiciled insurance company, Athene Annuity and Life Company, Understanding common misconceptions can help you determine if a fixed indexed annuity is right for you. Contact your back office or the Athene Sales Desk for product availability. estimates, projects, may, will, could, might, or continues Financial professionals will be paid a commission on the sale of an annuity. Athene Holding Ltd. (Athene) is a leading retirement services company that issues, reinsures, and acquires retirement savings products. Peace of mind for the journey ahead 6.1 NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. 1 0 obj <>]/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream NO BANK/CREDIT UNION GUARANTEE. Optima 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.

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athene income preferred bonus prospectus