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This annuity also waives withdrawal penalties upon death. No Lifetime Income Ridersthe Performance Elite is a growth focused annuity with no lifetime income rider options. Its important to note that once you choose to annuitize, the payment schedule and the amount is fixed and cant be altered. 0000022053 00000 n
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By submitting this form, you allow us to contact you and agree to our Privacy Policy. Look for products with a short surrender period and no MVA if you might need access to the money. An Athene Performance Elite 15 fixed indexed annuity may be right for you if you want. Minimum single premium is $25, 000. All three provide guaranteed asset growth, with either a 3-, 5-, or 7-year fixed strategy rate on the initial premium (depending on which plan you choose) and a 1-year fixed strategy rate on additional premiums and the end of contract term. If interest rates have increased, stayed the same, or decreased by less than 0.25%, the MVA will be negative. Elite Plus Version includes enhanced liquidity, Return of Premium, and Bonus Options for a .95% rider charge. WebWithdrawal Charge Schedule NC 12%, 12, 11, 10, 9, 8, 7, 6, 4, 2, 0 Market Value Adjustment 10 years. If you like bonds, bank CDs, and other safe investments, they might be right for you. In the 2021 Individual Annuity Study, Athene ranked seventh among twelve annuities carriers, according to factors such as customer satisfaction, products, pricing, and availability.
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