National
These changes will be effective with a contract date on or after May 26, 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 May 26, 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 AgilitySM 10 |
Athene AgilitySM 10 Crediting Rates| Crediting Strategy | Current | New | Change | | 2-Year No Cap PTP1 – BNP (Par Rate) | 200% | No Change | 0.00% | | 1-Year No Cap PTP1 – BNP (Par Rate) | 145% | No Change | 0.00% | | 2-Year No Cap PTP1,2 – Nasdaq FC (Par Rate) | 125% | No Change | 0.00% | | 1-Year No Cap PTP1,2 – Nasdaq FC (Par Rate) | 82% | No Change | 0.00% | | 2-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 155% | No Change | 0.00% | | 1-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 120% | No Change | 0.00% | | 2-Year PTP – S&P 500® (Cap) | 12.50% | No Change | 0.00% | | 1-Year PTP – S&P 500® (Cap) | 6.00% | No Change | 0.00% | | Bailout Cap Rate | 0.50% | No Change | 0.00% | | Fixed | 2.75% | 3.00% | ▲ 0.25% | | Fixed – CA | 2.75% | 3.00% | ▲ 0.25% | 1 Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited. The index is managed to create stabilized performance and avoid very high positive returns and very low negative returns. 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 AgilitySM 10 Benefit Base Bonus| Current | New | Change | | 25% | 36% | ▲ 11% |
|
| Athene AgilitySM 7 |
Athene AgilitySM 7 Crediting Rates| Crediting Strategy | Current | New | Change | | 2-Year No Cap PTP1 – BNP (Par Rate) | 185% | No Change | 0.00% | | 1-Year No Cap PTP1 – BNP (Par Rate) | 135% | No Change | 0.00% | | 2-Year No Cap PTP1,2 – Nasdaq FC (Par Rate) | 117% | No Change | 0.00% | | 1-Year No Cap PTP1,2 – Nasdaq FC (Par Rate) | 77% | No Change | 0.00% | | 2-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 145% | No Change | 0.00% | | 1-Year No Cap PTP1 – AI Powered US Equity (Par Rate) | 110% | No Change | 0.00% | | 2-Year PTP – S&P 500® (Cap) | 12.00% | No Change | 0.00% | | 1-Year PTP – S&P 500® (Cap) | 5.75% | No Change | 0.00% | | Bailout Cap Rate | 0.50% | No Change | 0.00% | | Fixed | 2.65% | 2.90% | ▲ 0.25% | | Fixed – CA | 2.65% | 2.90% | ▲ 0.25% | 1 Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited. The index is managed to create stabilized performance and avoid very high positive returns and very low negative returns. 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 AgilitySM 7 Benefit Base Bonus| Current | New | Change | | 25% | 33% | ▲ 8% |
|
Rates are subject to change at any time.
