Rate Rise on Select Athene Products Effective 06/30/23

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We’re updating rates on Athene products. Rate grids with current and new rates can be found below. Visit Athene Connect for additional product information or to run an illustration.
 

National

These changes will be effective with a contract date on or after June 30, 2023. 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 the Forms and Materials page beginning June 30, 2023. 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

Athene AccuMaxSM 7 Crediting Rates

Crediting Strategy Premium Band Current New Change
7-Year PTP – S&P 500® (Par Rate) High Band:
($100,000+) 		85% 95% ▲ 10%
Low Band:
(Up to $100,000)		 80% 90% ▲ 10%
7-Year No Cap PTP1 – AI Powered Multi-Asset (Par Rate) High Band:
($100,000+)		 345% 355% ▲ 10%
Low Band:
(Up to $100,000)		 330% 340% ▲ 10%
7-Year No Cap PTP1 – Shiller Barclays CAPE® Allocator 6 (Par Rate) High Band:
($100,000+)		 335% 405% ▲ 70%
Low Band:
(Up to $100,000)		 320% 395% ▲ 75%
7-Year No Cap Annual Interval Sum – S&P 500® (Par Rate) High Band:
($100,000+)		 70% 80% ▲ 10%
Low Band:
(Up to $100,000)		 65% 75% ▲ 10%
Floor Rate: -10% No Change 0.00%
1-Year No Cap PTP1 – AI Powered Multi‑Assset (Par Rate) High Band:
($100,000+)		 140% 155% ▲ 15%
Low Band:
(Up to $100,000)		 135% 150% ▲ 15%
1-Year No Cap PTP1 – Shiller Barclays CAPE® Allocator 6 (Par Rate) High Band:
($100,000+)		 125% 150% ▲ 25%
Low Band:
(Up to $100,000)		 120% 145% ▲ 25%
Fixed High Band:
($100,000+)		 2.95% 4.00% ▲ 1.05%
Low Band:
(Up to $100,000)		 2.80% 3.90% ▲ 1.10%
1 Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited.

 

Athene AscentSM Pro 10 Bonus

Athene AscentSM Pro 10 Bonus Accumulation Phase Rates

Current New Change
Rider Option 1: Guaranteed Growth Years 1-10 10.00% 12.00% ▲ 2.00%
Years 11-20 5.00% 6.00% ▲ 1.00%
Rider Option 2: Guaranteed Growth, Plus Interest Credits Years 1-10 5.00% No Change 0.00%
Years 11-20 2.00% No Change 0.00%
Stacking Percentage 200% No Change 0.00%

 

Athene Performance Elite® 15

Athene Performance Elite® 15 Crediting Rates

Crediting Strategy No Fee With Fee
  Current New Change Current New Change
Annual Strategy Charge Rate 0.00% No Change 0.00% 1.25% No Change 0.00%
2-Year No Cap PTP 1 – BNP (Par Rate) 235% 260% ▲ 25% 305% 330% ▲ 25%
1-Year No Cap PTP 1 – BNP (Par Rate) 170% 195% ▲ 25% 220% 245% ▲ 25%
2-Year No Cap PTP 1,2 – Nasdaq FC (Par Rate) 155% 170% ▲ 15% 200% 215% ▲ 15%
1-Year No Cap PTP 1,2 – Nasdaq FC (Par Rate) 100% 110% ▲ 10% 130% 140% ▲ 10%
2-Year No Cap PTP 1 – AI Powered US Equity (Par Rate) 195% 200% ▲ 5% 250% 255% ▲ 5%
1-Year No Cap PTP 1 – AI Powered US Equity (Par Rate) 145% 155% ▲ 10% 185% 195% ▲ 10%
2-Year No Cap PTP 1 – S&P 500® Daily Risk Control 2 8%™ Index TR (Total Return) (Par Rate) 65% No Change 0.00% 85% No Change 0.00%
1-Year No Cap PTP 1 – S&P 500® Daily Risk Control 2 8%™ Index TR (Total Return) (Par Rate) 57% No Change 0.00% 73% No Change 0.00%
1-Year PTP – S&P 500® (Cap) 8.75% 9.00% ▲ 0.25% 11.25% 11.50% ▲ 0.25%
Fixed 3.85% 4.10% ▲ 0.25% N/A 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

Athene Performance Elite® 10 Premium Bonus

  PE PE Plus
(with Liquidity Rider)
  Current New Change Current New Change
Most states: AL, AZ, AR, CO, DC, FL (issue ages 0-64), GA, HI, IL, IA, KS, KY, LA, MA, ME, MI, MO, MS, MT, NE, NH, NM, NC, ND, RI, SD, TN, VT, VA, WV, WI, WY 10% 12% ▲ 2% 16% 18% ▲ 2%
CT, ID, MN, NJ, NV, OH, OK, OR, PA, SC, UT, TX, WA 9% 11% ▲ 2% 14% 16% ▲ 2%
AK 6% No Change 0.00% 10% No Change 0.00%
CA 9% 11% ▲ 2% 14% 16% ▲ 2%
DE 4% No Change 0.00% 8% No Change 0.00%
FL (issue ages 65-78), MD 9% 11% ▲ 2% 15% 17% ▲ 2%
IN 8% 11% ▲ 3% 14% 16% ▲ 2%

 

Athene Performance Elite® 7

Athene Performance Elite® 7 Crediting Rates

Crediting Strategy No Fee With Fee
  Current New Change Current New Change
Annual Strategy Charge Rate 0.00% No Change 0.00% 1.25% No Change 0.00%
2-Year No Cap PTP1 – BNP (Par Rate) 270% 290% ▲ 20% 340% 360% ▲ 20%
1-Year No Cap PTP1 – BNP (Par Rate) 195% 215% ▲ 20% 245% 265% ▲ 20%
2-Year No Cap PTP1,2 – Nasdaq FC (Par Rate) 175% 190% ▲ 15% 225% 240% ▲ 15%
1-Year No Cap PTP1,2 – Nasdaq FC (Par Rate) 115% 125% ▲ 10% 145% 155% ▲ 10%
2-Year No Cap PTP1 – AI Powered US Equity (Par Rate) 220% 225% ▲ 5% 275% 285% ▲ 10%
1-Year No Cap PTP1 – AI Powered US Equity (Par Rate) 165% 175% ▲ 10% 205% 215% ▲ 10%
2-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%™ Index TR (Total Return) (Par Rate) 75% No Change 0.00% 95% No Change 0.00%
1-Year No Cap PTP1 – S&P 500® Daily Risk Control 2 8%™ Index TR (Total Return) (Par Rate) 65% No Change 0.00% 82% No Change 0.00%
1-Year PTP – S&P 500® (Cap) 10.00% 10.25% ▲ 0.25% 12.75% 13.00% ▲ 0.25%
Fixed 4.15% 4.60% ▲ 0.45% N/A N/A N/A
Fixed – CA 3.00% No Change 0.00% N/A 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.