Rate Rise for Select Athene Products Effective 07/16/21
Great news! Rates are rising on select Athene products. Rate grids with current and new rates can be found below. You can also visit Athene Connect for additional product information or to run an illustration.
These changes will be effective with a contract date on or after July 16, 2021. The contract effective date is the date the contract has been deemed in good order and all funds received. While we cannot reissue contracts, any pending business will receive the new rates if the contract date is on or after the rate change effective date.
Revised materials will be available on Athene Connect beginning July 16, 2021. Be sure to use up-to-date materials when offering Athene annuities. You may experience slight processing delays on any print orders in the days before or after a rate change effective date.
Athene AccuMaxSM 7 Crediting Rates
| Athene AccuMax 7 | |||
|---|---|---|---|
| Strategy Crediting Rates | Premium Band |
Current | New |
| 7-Year PTP* – S&P 500® (Par Rate) | High Band: $100,000+ |
55% | 60% |
| Low Band: Up to $100,000 |
50% | 55% | |
| 7-Year No Cap PTP* – AI Powered Multi‑Asset (Par Rate) | High Band: $100,000+ |
150% | 160% |
| Low Band: Up to $100,000 |
135% | 145% | |
| 7-Year No Cap PTP* – Shiller Barclays CAPE® Allocator 6 (Par Rate) | High Band: $100,000+ |
140% | 150% |
| Low Band: Up to $100,000 |
130% | 135% | |
| 7-Year No Cap Annual Interval Sum* – S&P 500® (Par Rate) | High Band: $100,000+ |
50% | 55% |
| Low Band: Up to $100,000 |
45% | 50% | |
| Floor Rate | – | -10% | No Change |
| 1-Year No Cap PTP* – AI Powered Multi‑Assset (Par Rate) | High Band: $100,000+ |
60% | 65% |
| Low Band: Up to $100,000 |
55% | 60% | |
| 1-Year No Cap PTP* – Shiller Barclays CAPE® Allocator 6 (Par Rate) | High Band: $100,000+ |
55% | 60% |
| Low Band: Up to $100,000 |
50% | 55% | |
| Fixed | High Band: $100,000+ |
1.40% | 1.60% |
| Low Band: Up to $100,000 |
1.25% | 1.45% | |
* Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited.
Athene AccuMax [ICC20 STA (11/20)] or state variations issued by Athene Annuity and Life Company, West Des Moines, IA. Product features, limitations and availability vary; see the Certificates of Disclosure for details. Products not available in all states.
Athene Performance Elite® 15 Crediting Rates
| Athene Performance Elite 15 (Base and Plus) | ||||
|---|---|---|---|---|
| Crediting Strategy | No Fee | With Fee | ||
| Current | New | Current | New | |
| Annual Strategy Charge Rate | 0.00% | No Change | 1.75% | No Change |
| 2-Year No Cap PTP1 – BNP (Par Rate) | 110% | 120% | 210% | 220% |
| 1-Year No Cap PTP1 – BNP (Par Rate) | 80% | 90% | 150% | 160% |
| 2-Year No Cap PTP1, 2 – Nasdaq FC (Par Rate) | 82% | 85% | 147% | 150% |
| 1-Year No Cap PTP1, 2 – Nasdaq FC (Par Rate) | 52% | 55% | 97% | 100% |
| 2-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 97% | 100% | 172% | 180% |
| 1-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 72% | 75% | 132% | 135% |
| 2-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%TM Index TR (Total Return) (Par Rate) | 60% | 67% | 115% | 125% |
| 1-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%TM Index TR (Total Return) (Par Rate) | 45% | 52% | 85% | 92% |
| 1-Year PTP – S&P 500® (Cap) | 4.25% | 4.50% | 7.75% | 8.00% |
| Fixed | 1.65% | 1.85% | N/A | N/A |
1 Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited.
2 The Index features a performance control mechanism that limits its maximum growth potential within any given month. Consumers may therefore forego part of the growth of the Index if it rises beyond this limit within a month.
Athene Performance Elite® 10 Crediting Rates
| Athene Performance Elite 10 (Base and Plus) | ||||
|---|---|---|---|---|
| Crediting Strategy | No Fee | With Fee | ||
| Current | New | Current | New | |
| Annual Strategy Charge Rate | 0.00% | No Change | 1.75% | No Change |
| 2-Year No Cap PTP1 – BNP (Par Rate) | 95% | 105% | 195% | 205% |
| 1-Year No Cap PTP1 – BNP (Par Rate) | 70% | 77% | 140% | 150% |
| 2-Year No Cap PTP1, 2 – Nasdaq FC (Par Rate) | 65% | 70% | 132% | 135% |
| 1-Year No Cap PTP1, 2 – Nasdaq FC (Par Rate) | 45% | 47% | 87% | 90% |
| 2-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 80% | 85% | 155% | 160% |
| 1-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 60% | 65% | 117% | 122% |
| 2-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%TM Index TR (Total Return) (Par Rate) | 55% | 60% | 110% | 115% |
| 1-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%TM Index TR (Total Return) (Par Rate) | 40% | 45% | 80% | 85% |
| 1-Year PTP – S&P 500® (Cap) | 3.50% | 3.75% | 7.00% | 7.25% |
| Fixed | 1.45% | 1.60% | N/A | N/A |
1 Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited.
2 The Index features a performance control mechanism that limits its maximum growth potential within any given month. Consumers may therefore forego part of the growth of the Index if it rises beyond this limit within a month.
Athene Performance Elite® 7 Crediting Rates
| Athene Performance Elite 7 (Base and Plus) | ||||
|---|---|---|---|---|
| Crediting Strategy | No Fee | With Fee | ||
| Current | New | Current | New | |
| Annual Strategy Charge Rate | 0.00% | No Change | 1.75% | No Change |
| 2-Year No Cap PTP1 – BNP (Par Rate) | 95% | 105% | 195% | 205% |
| 1-Year No Cap PTP1 – BNP (Par Rate) | 70% | 77% | 140% | 150% |
| 2-Year No Cap PTP1, 2 – Nasdaq FC (Par Rate) | 65% | 70% | 132% | 135% |
| 1-Year No Cap PTP1, 2 – Nasdaq FC (Par Rate) | 45% | 47% | 87% | 90% |
| 2-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 80% | 85% | 155% | 160% |
| 1-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 60% | 65% | 117% | 122% |
| 2-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%TM Index TR (Total Return) (Par Rate) | 55% | 60% | 110% | 115% |
| 1-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%TM Index TR (Total Return) (Par Rate) | 40% | 45% | 80% | 85% |
| 1-Year PTP – S&P 500® (Cap) | 3.50% | 3.75% | 7.00% | 7.25% |
| Fixed | 1.45% | 1.60% | N/A | N/A |
1 Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited.
2 The Index features a performance control mechanism that limits its maximum growth potential within any given month. Consumers may therefore forego part of the growth of the Index if it rises beyond this limit within a month.
Athene Performance Elite [GEN (09/15) NB, GEN10 (04/14), TBS15 (09/12)] Athene Performance Elite Plus [BONUS (04/17)] and Enhanced Liquidity Rider [ICC15 PEPR (11/14)] or state variations are issued by Athene Annuity and Life Company, West Des Moines, IA. Product features, limitations and availability vary; see the Certificate of Disclosure for details. Products not available in all states.
Rates are subject to change at any time.