Rates Rise on Select Athene Products Effective 10/25/2024

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National

These changes will be effective with a contract date on or after October 25, 2024. 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 October 25, 2024. 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 AccuMax® 7

Athene AccuMax® 7 Crediting Rates

Crediting Strategy Premium BandCurrentNewChange
7-Year PTP – S&P 500® (Par Rate)High Band:
($100,000+) 		85%90%▲ 5%
Low Band:
(Up to $100,000)		80%85%▲ 5%
7-Year PTP1 – AI Powered Multi-Asset (Par Rate)High Band:
($100,000+)		375%No Change0.00%
Low Band:
(Up to $100,000)		350%No Change0.00%
7-Year PTP1 – Shiller Barclays CAPE® Allocator 6 (Par Rate)High Band:
($100,000+)		410%No Change0.00%
Low Band:
(Up to $100,000)		385%No Change0.00%
7-Year Annual Interval Sum – S&P 500® (Par Rate)High Band:
($100,000+)		80%No Change0.00%
Low Band:
(Up to $100,000)		75%No Change0.00%
Floor Rate:-10%No Change0.00%
1-Year PTP1 – AI Powered Multi‑Assset (Par Rate)High Band:
($100,000+)		140%150%▲ 10%
Low Band:
(Up to $100,000)		130%140%▲ 10%
1-Year PTP1 – Shiller Barclays CAPE® Allocator 6 (Par Rate)High Band:
($100,000+)		135%145%▲ 10%
Low Band:
(Up to $100,000)		125%135%▲ 10%
FixedHigh Band:
($100,000+)		3.60%3.65%▲ 0.05%
Low Band:
(Up to $100,000)		3.30%3.35%▲ 0.05%
1 The index is an excess return index. The returns of the index will reflect the performance of the underlying components in excess of a reference rate that could be earned on cash or a similar risk-free benchmark asset. Additionally, the performance of the index includes an embedded fee and may also include other costs such as transaction and replication costs. These costs may vary over time with market conditions. The excess return nature of index and the embedded fees and costs will all reduce index performance and the potential interest credited within the annuity contract. Because the index applies a volatility control mechanism, the range of both the positive and negative performance of the index is limited.

 

Athene AgilitySM 10

Athene AgilitySM 10 Benefit Base Bonus

CurrentNewChange
40%50%▲ 10%

 

Athene AgilitySM 7

Athene AgilitySM 7 Benefit Base Bonus

CurrentNewChange
25%40%▲ 15%

 

Athene Performance Elite® 15

Athene Performance Elite® 15 Crediting Rates

Crediting StrategyWith Fee No Fee
 CurrentNewChangeCurrentNewChange
Annual Strategy Charge Rate1.25%No Change0.00%0.00%No Change0.00%
2-Year PTP 1 – AI Global Opportunities (Par Rate)215%220%▲ 5%160%165%▲ 5%
2-Year PTP 1 – AI Powered US Equity (Par Rate)240%245%▲ 5%180%185%▲ 5%
2-Year PTP 1 – BNP (Par Rate)305%315%▲ 10%230%235%▲ 5%
2-Year PTP 1,2 – Nasdaq FC (Par Rate)195%210%▲ 15%145%155%▲ 10%
2-Year PTP 1 – S&P 500® FC (Par Rate)135%140%▲ 5%100%105%▲ 5%
2-Year PTP 1 – UBS Innovative Balanced (Par Rate)215%220%▲ 5%160%165%▲ 5%
1-Year PTP 1 – AI Global Opportunities (Par Rate)160%165%▲ 5%120%125%▲ 5%
1-Year PTP 1 – AI Powered US Equity (Par Rate)180%185%▲ 5%135%140%▲ 5%
1-Year PTP 1 – BNP (Par Rate)225%230%▲ 5%170%175%▲ 5%
1-Year PTP 1,2 – Nasdaq FC (Par Rate)130%135%▲ 5%97%102%▲ 5%
1-Year PTP 1 – S&P 500® FC (Par Rate)100%105%▲ 5%75%80%▲ 5%
1-Year PTP 1 – UBS Innovative Balanced (Par Rate)160%165%▲ 5%120%125%▲ 5%
1-Year PTP – S&P 500® (Cap)10.00%10.25%▲ 0.25%7.25%7.50%▲ 0.25%
FixedN/AN/AN/A3.65%3.80%▲ 0.15%

1 The index is an excess return index. The returns of the index will reflect the performance of the underlying components in excess of a reference rate that could be earned on cash or a similar risk-free benchmark asset. Additionally, the performance of the index includes an embedded fee and may also include other costs such as transaction and replication costs. These costs may vary over time with market conditions. The excess return nature of index and the embedded fees and costs will all reduce index performance and the potential interest credited within the annuity contract. 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

 PEPE Plus
(with Liquidity Rider)
 CurrentNewChangeCurrentNewChange
Most states: AL, AZ, AR, CO, DC, FL (issue ages 0-64), GA, HI, IL, IA, KS, KY, MA, ME, MI, MO, MS, MT, NE, NH, NM, NC, ND, RI, SD, TN, VT, VA, WV, WI, WY12%14%▲ 2%18%20%▲ 2%
CT, ID, LA, MN, NJ, NV, OH, OK, OR, PA, SC, TX, UT, WA11%13%▲ 2%16%18%▲ 2%
AK6%No Change0.00%10%No Change0.00%
CA11%13%▲ 2%16%18%▲ 2%
DE4%No Change0.00%8%No Change0.00%
FL (issue ages 65-78), MD11%13%▲ 2%17%18%▲ 1%
IN11%14%▲ 3%16%20%▲ 4%

 

Athene Performance Elite® 7

Athene Performance Elite® 7 Crediting Rates

Crediting Strategy With Fee No Fee
 CurrentNewChangeCurrentNewChange
Annual Strategy Charge Rate1.25%No Change0.00%0.00%No Change0.00%
2-Year PTP1 – AI Global Opportunities (Par Rate)235%240%▲ 5%180%185%▲ 5%
2-Year PTP1 – AI Powered US Equity (Par Rate)260%265%▲ 5%200%205%▲ 5%
2-Year PTP1 – BNP (Par Rate)335%340%▲ 5%260%265%▲ 5%
2-Year PTP1,2 – Nasdaq FC (Par Rate)215%225%▲ 10%165%175%▲ 10%
2-Year PTP1 – S&P 500® FC (Par Rate)150%155%▲ 5%115%120%▲ 5%
2-Year PTP1 – UBS Innovative Balanced (Par Rate)230%240%▲ 10%180%185%▲ 5%
1-Year PTP1 – AI Global Opportunities (Par Rate)175%180%▲ 5%135%140%▲ 5%
1-Year PTP1 – AI Powered US Equity (Par Rate)195%205%▲ 10%150%160%▲ 10%
1-Year PTP1 – BNP (Par Rate)245%250%▲ 5%190%195%▲ 5%
1-Year PTP1,2 – Nasdaq FC (Par Rate)140%150%▲ 10%110%115%▲ 5%
1-Year PTP1 – S&P 500® FC (Par Rate)110%115%▲ 5%85%90%▲ 5%
1-Year PTP1 – UBS Innovative Balanced (Par Rate)175%180%▲ 5%135%140%▲ 5%
1-Year PTP – S&P 500® (Cap)11.75%12.00%▲ 0.25%8.50%8.75%▲ 0.25%
FixedN/AN/AN/A4.25%4.40%▲ 0.15%
Fixed – CAN/AN/AN/A3.00%No Change0.00%

1 The index is an excess return index. The returns of the index will reflect the performance of the underlying components in excess of a reference rate that could be earned on cash or a similar risk-free benchmark asset. Additionally, the performance of the index includes an embedded fee and may also include other costs such as transaction and replication costs. These costs may vary over time with market conditions. The excess return nature of index and the embedded fees and costs will all reduce index performance and the potential interest credited within the annuity contract. 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.